Customer Service Representative II, Institutional Markets

Customer Service Representative II, Institutional Markets

Join to apply for the Customer Service Representative II, Institutional Markets role at Corebridge Financial
.

Corebridge Financial helps people make some of the most meaningful decisions they’re ever going to make. We provide solutions through a broad portfolio of life insurance, retirement, and institutional products across an extensive multichannel distribution network. In this role, you will process death claims, payouts, and modify future payments while responding to customer inquiries via mail, fax, or telephone. You will work independently and exercise sound judgment using your knowledge of Structured Settlement procedures.

• Processing death claims, payouts, and modifying future payments
• Responding to customer phone calls
• Researching, analyzing, and responding to moderate customer service inquiries within acceptable standards
• Entering key data for customer service requests within department quality guidelines
• Handling high‑priority requests quickly, efficiently, and accurately
• Responding positively to written correspondence and e‑mail inquiries with a high level of service and quality that exceeds customer expectations
• Assisting with paperwork that supports a variety of benefit transactions, both phone and mail
• Processing other participant change requests (address, EFT’s, etc.) within department standards
• Maintaining benefits to ensure payments are made to the correct payees
• Coordinating duties and tasks by effective prioritization and time management

• 3+ years of insurance experience, preferably with immediate or deferred annuity products
• Attention to detail and accuracy
• Excellent written and oral communication skills
• Strong problem‑solving and analytical skills
• Strong customer and team orientation
• Ability to work independently with minimal supervision
• Ability to multitask and handle high work volume with tight deadlines
• Proficient in Word, Excel, and Microsoft Windows
• Some college preferred but not mandatory
• Bi‑lingual is a plus

This position is currently designated as remote but may be based in our Amarillo, TX office under our hybrid policy.

The anticipated salary range is $30,000 to $35,000 at the commencement of employment. Actual compensation may vary based on location, skills, and experience. The position is eligible for a discretionary bonus under the applicable incentive plan.

• Health and Wellness – medical, dental, vision plans, mental health support, and wellness initiatives
• Retirement Savings – competitive 401(k) plan with dollar‑for‑dollar matching up to 6% and a 3% company contribution
• Employee Assistance Program – confidential counseling services
• Matching Charitable Donations – 1:1 match up to $5,000
• Volunteer Time Off – up to 16 hours annually
• Paid Time Off – at least 24 PTO days for eligible employees

Eligibility for and participation in employer‑sponsored benefit plans and company programs are subject to applicable law, governing plan documents, and company policy.

Corebridge Financial is committed to being an equal opportunity employer and complies with all applicable federal, state, and local fair employment laws. All applicants are considered based on job‑related qualifications and without regard to protected characteristics. The company is also committed to reasonable accommodations for qualified applicants with disabilities or sincerely held religious beliefs.