Customer Service Call Center Representative III

Who We Are

At Corebridge Financial we believe action is everything. Thats why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives for today and tomorrow.

We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:

• We are stronger as one: We collaborate across the enterprise scale what works and act decisively for our customers and partners.
• We deliver on commitments: We are accountable empower each other and go above and beyond for our stakeholders.
• We learn improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future.
• We are inclusive: We embrace different perspectives enabling our colleagues to make an impact and bring their whole selves to work.

Who Youll Work With

For nearly 60 years weve helped millions of Americans turn their vision for retirement into reality. Thats why so many plan sponsors and plan participants continue to place their trust in us year after year. The average length of our relationships with plan sponsors is approximately 28 years and roughly three in ten in-plan individual clients have been with us for more than 20 years. We are a leading retirement plan provider for K-12 schools healthcare government higher education and other not-for-profit institutions. Through our strong partnerships with plan sponsors and consultants a dedicated financial advisor network and innovative technology solutions and tools we make retirement planning easy and accessible and help people turn their financial dreams into realities.

About The Role

On the Client Advocate Team you will provide support to CSRs internal business partners agents and customers. You will handle special projects that are assigned with more complex problem accounts to coordinate and resolve. Some of these projects include dealing with unusual customer requests evaluating and resolving escalated phone calls and high priority cases.

Responsibilities

• Maintain high work standards reviewing complex financial documents.

• Prioritize activities seeking the input and cooperation of others getting approvals tracking down information and coordinate your work flow every day.

• Adapt to changing incoming workflow needs. The quantity and types of incoming financial documents and phone call activity changes throughout the day week and month based on seasonal issues company practices and tax requirements.

• Proficiently use financial administration systems. Accurately inputting information and quickly navigating through our systems

• Initiate the resolution of incomplete financial that cant be processed need to be sent to the appropriate personnel for resolution and notification made to the appropriate Internal Department and agent.

Skills and Qualifications

• High School Diploma or GED from an accredited institution required/some college preferred.

• Retirement Services experience preferred

• Excellent verbal and written communication skills

• Strong knowledge of financial product lines and tax experience a plus

• Proven experience in reviewing and de-escalating complex customer requests

• Must be able to work overtime with little notice due to requirements of the workload

Compensation

The actual compensation offered will ultimately be dependent on multiple factors which may include the candidates geographic location skills experience and other qualifications.

In addition the position is eligible for a discretionary bonus in accordance with the terms of the applicable incentive plan.

Corebridge also offers a range of competitive benefits as part of the total compensation package as detailed below.

Work Location

This position is based in Corebridge Financials Houston TX office and is subject to our hybrid working policy which gives colleagues the benefits of working both in an office and remotely.

Estimated Travel

Minimal travel

#LI-RL1 #LI-SAFG#LI-Hybrid

Why Corebridge

At Corebridge Financial we prioritize the health well-being and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally ensuring that they have the resources and flexibility needed to thrive.

Benefit Offerings Include:

• Health and Wellness: We offer a range of medical dental and vision insurance plans as well as mental health support and wellness initiatives to promote overall well-being.
• Retirement Savings: We offer retirement benefits options which vary by location. In the U.S. our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
• Employee Assistance Program: Confidential counseling services and resources are available to all employees.
• Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1 up to $5000.
• Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
• Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.

Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law governing Plan document(s) and Company policy.

We are an Equal Opportunity Employer

Corebridge Financial is committed to being an equal opportunity employer and we comply with all applicable federal state and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race color religion sex gender gender identity or expression sexual orientation national origin disability neurodivergence age veteran status or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation growth and profitability. Through a wide variety of programs and initiatives we invest in each employee seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives.

Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process please send an email to . Reasonable accommodations will be determined on a case-by-case basis in accordance with applicable federal state and local law.

We will consider for employment qualified applicants with criminal histories consistent with applicable law.

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