Money Out Processor

Corebridge Financial•Amarillo, TX

3d•Hybrid

About The Position

As a member of the Money Out/Claims team, you will be tasked with processing a variety of transactions disbursing funds to our participants. This can include loans, non-periodic distributions, periodic distributions, systematic withdrawals, or claim payouts. This would include strong communication and collaboration with colleagues across various internal departments, or support of written communication directly to our advisors and participants. Additionally, maintaining high quality outputs and supporting a strong control environment are crucial for the role. Claims support also extends to supporting the notice of death process.

Requirements

Ability to work successfully in a structured fast paced team environment which means your day will go by fast.
Must be able to manage multiple tasks at one time.
Excellent communication skills, both oral and written.
Advanced computer knowledge.
Proficient with MS Office and strong professional typing skills required.
Ability to learn new software applications, open to experimentation with digital tools, ability to use dual monitors, and researching with an analytical and curious mind will be our A+ digital savvy candidate.
Availability to work overtime on short notice.
Minimum of 2 years clerical / administrative experience with a demonstrated background of loyalty to your past employers.
High School Diploma or GED from an accredited institution required/college degree preferred.

Responsibilities

Maintain high work standards reviewing and processing complex financial documents.
Process all requests while maintaining quality review and productivity standards.
Use customer service skills to convey positivity while communicating accurately, in a detailed and professional manner.
Learn, understand and interpret options offered to correctly process or determining if a request is not in good order based on requirements to ensure compliance with products, plan, group and IRS regulations.
Work in a team environment, develop working relationships inside and outside the organization, share information and ideas with team members/management, and strive to achieve continuous improvement and increase efficiency.
Handle special projects as assigned.
Evaluate and resolve escalated and high priority situations using research skills and alternative approaches.
Set up your own home office and work remotely (until our office re-opens) with minimal frustration and supervision. Tools and equipment are provided.
Evaluate and resolve escalated and high priority situations using research skills and alternative approaches.