Customer Service Call Center Representative III (d13)

Corebridge Financial • Houston, TX

23h • Hybrid

About The Position

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.

Requirements

• 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

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 documents. Cases that can’t be processed need to be sent to the appropriate personnel for resolution and notification made to the appropriate Internal Department and agent.

Benefits

• 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 $5,000.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED