Client Advocate Team - Retirement Services
Offer summary
Qualifications:
2+ years of client service experience, Strong knowledge of financial product lines and tax experience preferred, Excellent customer service skills in writing and phone etiquette, Bachelor’s degree preferred but not required..Key responsibilities:
- Provide customer service support through inbound and outbound calls to various stakeholders.
- Prioritize activities and coordinate workflow based on changing needs.
- Handle special projects involving complex problem accounts and escalated cases.
- Proficiently use financial administration systems to manage and resolve incomplete financial documents.
Job description
Who We Are
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.
Who You'll Work With
As a member of the Client Advocate Team, you work closely with internal and external customers and other departments researching alternative approaches to meet the client needs and resolve escalations and assist Customer Service Professionals (CSP) with their questions. We support our customers in reaching their financial goals, providing them the freedom and peace of mind to enjoy their retirement years.
About the Role
Maintain high work standards reviewing complex financial documents. Become a financial retirement product line expert. It’s important to quickly understand all of the various financial services offered and how the related financial documents are processed and their impact on customer’s accounts.
Responsibilities
• Provide Customer Service Support. On a daily and continuous basis CSS will receive inbound and make outbound calls to provide Customer Service support to CSP's, Internal Business Partners, agents and customers
• 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
•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
• Maintain high levels of performance despite working with different team members. Working through and with others despite these on-going changes is an essential aspect of top performers in this position
• Proficiently use financial administration systems. Accurately inputting information and quickly navigating through our systems is a prerequisite to success in this position Initiate the resolution of incomplete financial documents
• 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
Skills and Qualifications
• 2+ years of client service experience
• Strategic and analytical problem solving skills, successful at managing and meeting project deadlines.
• Strong knowledge of financial product lines and tax experience preferred
• Must be able to work overtime with little notice due to requirements of the workload
• Excellent Customer Service skills in writing and phone etiquette
• Bachelor’s Degree preferred but not required
Work Location
This position is currently designated as remote.
#LI-SAFG #LI-ST1 #LI-REMOTE
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 $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.
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 TalentandInclusion@corebridgefinancial.com. 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.
To learn more please visit: www.corebridgefinancial.com
Functional Area:
OP - OperationsEstimated Travel Percentage (%):Relocation Provided:American General Life Insurance CompanyRequired profile
Experience
Other Skills
- Customer Service
- Analytical Thinking
- Adaptability
- Teamwork
- Communication
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