Note: The job is a remote job and is open to candidates in USA. Corebridge Financial partners with financial professionals and institutions to help people take action in their financial lives. The Operations Processing Specialist will serve as a primary contact for pension annuitants, providing customer support, processing transactions, resolving issues, and ensuring accurate, timely, and compliant administration of annuitant policies and benefits.
Responsibilities
- Respond to inbound and outbound customer inquiries regarding benefits, account information, payment options, and plan provisions
- Process annuitant requests, transactions, account updates, beneficiary changes, and other service-related activities with a high degree of accuracy
- Educate annuitants on benefit details and case requirements
- Research, identify, and resolve annuitant issues while ensuring adherence to established policies, procedures and regulatory requirements
- Review, validate, and maintain annuitant records to ensure data integrity and accuracy
- Escalate complex issues as appropriate and collaborate with internal departments to facilitate resolution
- Document interactions and transactional activities in applicable systems
- Monitor and identify processing discrepancies, trends, and operational risks impacting annuitant policies
- Support quality assurance initiatives and participate in process improvement efforts to enhance operational efficiency and annuitant satisfaction
- Maintain confidentiality of annuitant information and comply with all privacy and security requirements
- Meet established service level, productivity, quality and performance standards
- Help drive continuous improvement by making enhancement recommendations for existing workflows & procedures
- Other duties and responsibilities, as assigned
- If remote, must be able to work in the Eastern Standard Time Zone
Skills
- Strong customer service and relationship management skills
- 2+ years' experience in insurance or financial customer service, preferably with experience in deferred and/or immediate annuity products
- Excellent verbal and written communication abilities
- Active listening and effective questioning techniques
- Analytical thinking and problem-solving capabilities
- Attention to detail and commitment to accuracy
- Ability to interpret and explain complex benefits and plan information
- Knowledge of operational processes, transaction processing, and data management
- Time management and multitasking skills in a fast-paced environment
- Ability to navigate multiple systems and applications simultaneously
- Sound judgment and decision-making abilities
- Compliance and risk awareness
- Collaboration and cross-functional partnership skills
- If remote, must be able to work in the Eastern Standard Time Zone
- This position will consider a remote location for the right candidate but must be agreeable to work 8:00 am EST - 5:30 pm EST
- Minimal travel
- College degree preferred
Benefits
- Medical, dental and vision insurance plans
- Mental health support and wellness initiatives
- In the U.S., a 401(k) Plan offering dollar-for-dollar Company matching contributions of up to 6% of eligible pay, subject to annual IRS limits and Plan terms
- A Company contribution equal to 3% of eligible pay, subject to annual IRS limits and Plan terms; these Company contributions vest immediately
- Confidential counseling services and resources through the Employee Assistance Program
- Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000
- Up to 16 volunteer hours annually through Volunteer Time Off
- Eligible employees start off with at least 24 Paid Time Off (PTO) days
- Hybrid working policy, providing the benefits of working both in an office and remotely
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