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 actdecisively 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
For nearly 60 years, we've helped millions of Americans turn their vision for retirement into reality. That's 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 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
- High School Diploma or GED from an accredited institution required
- 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 candidate’s 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 Financial’s 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
