Service Operations Support Case Worker
About The Position
At Corebridge Financial, we believe action is everything. That’s 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. About The Role Responsibilities Facilitate the review and completion of escalated issues. Timely handling of complex and escalated service-related questions and exceptions Set reasonable expectations with clients and communicate updates Work within guidelines for case handling and responsiveness Relationship building with business units, intercompany service departments, Internal/External Wholesalers and Financial Advisors Facilitation of exception reviews Develop resolution recommendations Ability to think outside the box Partner with business units for service improvements
Requirements
- 3+ years combined experience in Operations with Corebridge
- Proficient in Oasys, NoteSource, AWD, and/or Navisys and SunView, preferably both
- Knowledge of fixed, index and variable products and processes
- Strong written and verbal communication
- Strong interpersonal skills with high energy level
- Proven track record of problem-solving skills
- Passionate about customer service
- Attention to detail, accuracy and quality
- Ability to work with Senior Management across business lines without supervision
- Strong team player
- Enjoys fast paced environment
- Attendance and performance must be in good standing
Nice To Haves
- Vantage knowledge preferred
Responsibilities
- Facilitate the review and completion of escalated issues.
- Timely handling of complex and escalated service-related questions and exceptions
- Set reasonable expectations with clients and communicate updates
- Work within guidelines for case handling and responsiveness
- Relationship building with business units, intercompany service departments, Internal/External Wholesalers and Financial Advisors
- Facilitation of exception reviews
- Develop resolution recommendations
- Ability to think outside the box
- Partner with business units for service improvements
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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
