Operations Team Lead

Corebridge Financial • Houston, TX

3d • Hybrid

About The Position

As an Operations Team Lead you will be responsible for performing quality review, training employees, keeping procedures current, organizing and managing reporting. The Operations Team Lead is responsible for handling emails and phone inquiries from the field concerning processing status and other related inquiries. Additionally, the Operations Team Lead is responsible for the research and resolution of pending cases in order to affect new business. This position is also responsible for updating client accounts and performing necessary maintenance based on information received from the representative and/or clients and will assist with other related system cleanup projects, complete and document test results for new process. Additional responsibilities may be assigned at the supervisor’s discretion.

Requirements

• 2+ years experience in financial industry or related field.
• Extremely detail oriented
• Data analysis experience, i.e. analyzing large volumes of data and recognizing inconsistencies and/or erroneous information or trends
• Process improvement training and experience
• Strong presentation and business writing skills, able to communicate effectively
• Mentoring and coaching skills
• Demonstrated ability to manage multiple tasks and projects simultaneously, prioritize competing work efforts, manage time effectively
• Organized, with the ability to complete multiple tasks under various deadlines with minimal supervision

Nice To Haves

• Bachelor's Degree preferred but not required

Responsibilities

• Performing quality review
• Training employees
• Keeping procedures current
• Organizing and managing reporting
• Handling emails and phone inquiries from the field concerning processing status and other related inquiries
• Research and resolution of pending cases in order to affect new business
• Updating client accounts and performing necessary maintenance based on information received from the representative and/or clients
• Assisting with other related system cleanup projects
• Completing and documenting test results for new processes
• Act as an advocate for VFA Broker Dealer by utilizing excellent communication, problem solving, research and analytical skills to assist with complex issues regarding account statuses, balances, account transfers, and general inquiries.
• Provide professional, accurate and prompt service to field partners and clients with a sense of urgency at all times.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Mental health support
• Wellness initiatives
• Retirement benefits options
• 401(k) Plan with a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay
• Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms)
• Employee Assistance Program (Confidential counseling services and resources)
• Matching charitable donations (up to $5,000)
• Volunteer Time Off (up to 16 hours annually)
• Paid Time Off (at least 24 days)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree