Operations Processing Specialist, Pension Risk Transfer

Corebridge Financial • Remote-TX, TX

2d • $45,000 - $55,000 • Hybrid

About The Position

As part of Corebridge Financial’s pensions service department, the Operations Processing Specialist delivers customer service as a primary point of contact for annuitants regarding benefit details, account inquiries, and transactional requests. The role combines customer support, operational processing, and problem resolution to ensure accurate, timely, and compliant administration of annuitant policies and benefit-related transactions.

The position is based in the Houston, Texas; Woodland Hills, California; or Jersey City, New Jersey office and follows a hybrid working policy. Remote work may be considered for the right candidate, provided they can work 8:00 a.m. to 5:30 p.m. Eastern Standard Time. Travel is minimal.

Requirements

• At least 2 years of experience in insurance or financial customer service.
• Strong customer service and relationship management skills.
• 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 working remotely, ability to work in the Eastern Standard Time Zone; the work schedule is 8:00 a.m. to 5:30 p.m. Eastern Standard Time.

Nice To Haves

• College degree.
• Experience with deferred and/or immediate annuity products.

Responsibilities

• Respond to inbound and outbound customer inquiries about benefits, account information, payment options, and plan provisions.
• Process annuitant requests, transactions, account updates, beneficiary changes, and other service-related activities accurately.
• Educate annuitants on benefit details and case requirements.
• Research, identify, and resolve annuitant issues while following 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 improve operational efficiency and annuitant satisfaction.
• Maintain the confidentiality of annuitant information and comply with privacy and security requirements.
• Meet established service level, productivity, quality, and performance standards.
• Recommend enhancements to existing workflows and procedures to support continuous improvement.
• Perform other duties and responsibilities as assigned.

Benefits

• Medical, dental, and vision insurance plans.
• Mental health support and wellness initiatives.
• Retirement benefits options, varying by location.
• In the U.S., a 401(k) plan with dollar-for-dollar company matching contributions of up to 6% of eligible pay and a company contribution equal to 3% of eligible pay; contributions vest immediately, subject to annual IRS limits and plan terms.
• Employee Assistance Program offering confidential counseling services and resources.
• Matching charitable donations to tax-exempt organizations 1:1, up to $5,000.
• Up to 16 hours of volunteer time off annually.
• At least 24 paid time off days for eligible employees.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed