New Business Processor

Corebridge Financial • Amarillo, TX

2d • Hybrid

About The Position

As a member of New Business Team, you will be helping clients with various financial services that impact their accounts. You will establish accounts on Corebridge’s operating systems; apply additional product features/services to the accounts; post funds and update required fields accurately; combine various Corebridge accounts with other Corebridge accounts; communicate directly with advisors and other key field representatives regarding new business transactions; review and assemble contracts; ensure compliance with all transaction processing.

Requirements

• 2+ years of clerical experience with heavy data entry skills and utilize Microsoft Word and Excel products.
• High school diploma and three years business experience.
• Excellent written customer service skills that include the use of shared documents.
• Excellent problem-solving skills and the ability to meet deadlines.
• Excellent prioritization skills to manage caseload.
• Must be able to work overtime with little notice due to requirements of processing standards and workload.

Responsibilities

• Work closely with internal and external customers and other departments, researching all approaches to meet client needs.
• Maintain high work standards reviewing and processing complex financial documents and legal documents.
• Process correction requests while maintaining quality review standards, and timelines.
• Use positive customer relations skills to communicate accurately, clearly detailed and professional.
• Learn, understand and interpret services offered to assess and correct errors to ensure compliance with products and services sold.
• 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 complex projects as assigned. Evaluate and resolve escalated and high priority cases using research skills and alternative approaches. Evaluate different resolutions and/or methods of correction depending on corrective activity requested.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees