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Customer Service Consultant

Provide empathetic support to clients navigating retirement account inquiries
Houston
Entry Level
1 week ago
Corebridge Financial

Corebridge Financial

A financial services provider offering retirement solutions, life insurance, and investment products.

13 Similar Jobs at Corebridge Financial

Customer Service Consultant

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.

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

Our Customer Service Consultants are at the heart of our mission and are dedicated to always serving our clients. The Customer Service Consultant role is meant for those looking to make a real impact and build a career in financial services. They have a passion for delivering a personalized and caring experience – they anticipate and resolve client concerns with the goal of exceeding expectations, no matter how large or small the request.

In this role, you will be the first point of contact for our customers and reply to case inquiries related to status, selected data changes, required forms information, documenting all inquiries, and any necessary corresponding actions. Perform financial and non-financial transactions necessary to satisfy requests using multiple computer systems and productivity tools. Provide compassion and empathy to our customers by answering a high volume of incoming calls with a high degree of accuracy and speed.

Responsibilities

  • Successfully complete a comprehensive paid training course to be ready to help our customers in making an impact in their lives.
  • Work different shifts between the hours of 7am - 8pm, Monday - Friday. (Your shift is established by business need).
  • Provide an outstanding customer service experience all while generating energy, excitement, and passion around Corebridge Financial products.
  • Quickly and effectively problem solve who can execute on action items effectively to deliver impactful solutions.
  • Effectively convey policy information and company procedures to all customers.
  • Manage and troubleshoot complex customer service issues involving cross functional partners while using advanced technical skills.

Skills and Qualifications

  • High School Diploma or GED from an accredited institution required/some college preferred.
  • Professionals that are action oriented, high energy, personable, mindful, and have a genuine desire to help our customers.
  • Proven customer service or call center experience preferred.
  • Demonstrated interpersonal and communication skills with the ability to interact with internal/external customers.
  • Advanced computer knowledge. Proficient with MS Office and strong professional typing skills required.
  • Ability to manage multiple tasks and work successfully in a structured fast paced call center team environment with the ability to meet key performance indicators.

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

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.

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Customer Service Consultant
Houston
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About Corebridge Financial
A financial services provider offering retirement solutions, life insurance, and investment products.