Operations Team Lead

Corebridge Financial • Houston, TX

2d • Hybrid

About The Position

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. Who we are Corebridge helps people make some of the most meaningful decisions they’re ever going to make. We help them plan and take action to protect the future they envision and respond to some of life’s most difficult moments through the solutions and services we provide. We do this through our broad portfolio of life insurance, retirement and institutional products, offered through an extensive, multichannel distribution network. We provide solutions for a brighter future through our client centered service, breadth of product expertise, deep distribution relationships, and outstanding team of hardworking and passionate employees. For more information, visit http://www.corebridgefinancial.com/ . About the role 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. We want to hear from you today if you can: 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 inquires . Provide professional, accurate and prompt service to field partners and clients with a sense of urgency at all times. Be available to work any shift within our hours of operations (8am-5pm CST)

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 process
• Acting 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
• Providing 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