Hybrid Operations Team Lead - Data-Driven Mentoring

Corebridge Financial; Georgia; Hybrid; USD 70,000 - 95,000; Full time

Benefits offered by this job

Health Insurance

401(k) Matching

Employee Assistance Program

Volunteer Time Off

Paid Time Off

Charitable Donations Match

Hybrid work policy

Job summary

Corebridge Financial is seeking an Operations Team Lead to oversee quality reviews, training, procedures, and reporting for our financial field operations. The role handles emails and calls from the field, researches pending cases, and updates client accounts to facilitate new business.

The position requires strong communication, problem solving, and analytical skills, with 2+ years in finance and a track record of process improvement. Hybrid Houston, TX based, with standard 8am-5pm CST shifts.

Qualifications

• 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
• Bachelor’s Degree preferred but not required

Responsibilities

• 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)
• Handle 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.
• Update client accounts and perform 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.

Skills

Communication

Problem solving

Research

Analytical thinking

Process improvement

Mentoring

Time management

Multi-tasking

Presentation/writing

Education

Bachelor’s degree preferred

Job description

Corebridge Financial is seeking an Operations Team Lead to oversee quality reviews, training, procedures, and reporting for our financial field operations. The role handles emails and calls from the field, researches pending cases, and updates client accounts to facilitate new business.

The position requires strong communication, problem solving, and analytical skills, with 2+ years in finance and a track record of process improvement. Hybrid Houston, TX based, with standard 8am-5pm CST shifts.