Operations Processing Specialist – Pension Risk Transfer

Corebridge Financial

. Respond to inbound and outbound customer inquiries regarding benefits, account information, payment options, and plan provisions .

Posted 11/10/2026full-timeUnited StatesJuniorMid-Level💰 $45,000 - $55,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in customer service within the insurance or financial sectors, with a strong focus on annuity products, compliance, and data management. Capable of analyzing complex information and providing clear communication while maintaining confidentiality and adhering to regulatory standards.

Highest-signal resume keywords

Customer Service ExperienceAnnuity Product KnowledgeAnalytical ThinkingAttention to DetailCompliance Awareness

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Transaction ProcessingData ManagementOperational ProcessesProblem-SolvingWorkflow Enhancement

Soft Skills

Verbal CommunicationWritten CommunicationActive ListeningTime ManagementCollaboration

Industry Keywords

InsuranceFinancial ServicesAnnuityRegulatory ComplianceCustomer Relationship Management

About the role

Key responsibilities & impact

Respond to inbound and outbound customer inquiries regarding benefits, account information, payment options, and plan provisions
Process annuitant requests, transactions, account updates, beneficiary changes, and other service-related activities
Educate annuitants on benefit details and case requirements
Research, identify, and resolve annuitant issues while adhering to policies, procedures, and regulatory requirements
Review, validate, and maintain annuitant records for data integrity and accuracy
Escalate complex issues and collaborate with internal departments to facilitate resolution
Document interactions and transactional activities in applicable systems
Monitor processing discrepancies, trends, and operational risks impacting annuitant policies
Support quality assurance initiatives and process improvement efforts
Maintain 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
Perform other assigned duties

Requirements

What you’ll need

2+ years’ experience in insurance or financial customer service
Experience with deferred and/or immediate annuity products preferred
College degree preferred
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 remote, ability to work in the Eastern Standard Time Zone
Ability to work 8:00 am EST - 5:30 pm EST for a remote location

Benefits

Comp & perks

Medical, dental and vision insurance plans
Mental health support and wellness initiatives
401(k) Plan with dollar-for-dollar Company matching contribution of up to 6% of eligible pay
Company contribution equal to 3% of eligible pay to the 401(k) Plan
Immediate vesting of Company retirement contributions
Confidential counseling services and resources through the Employee Assistance Program
Matching charitable donations 1:1, up to $5,000
Up to 16 volunteer hours annually
At least 24 Paid Time Off (PTO) days
Hybrid working policy with office and remote work
Flexible remote location considered for the right candidate
Minimal travel / no travel