Hybrid Operations Team Lead, Financial Services

corebridgefinancial

Houston (TX)

Hybrid

USD 50,000 - 55,000

Full time

14 days+
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Benefits offered by this job

Health and Wellness
Retirement Savings
Employee Assistance Program
Matching charitable donations
Volunteer Time Off
Paid Time Off

Job summary

Corebridge Financial in Houston, TX is seeking an Operations Team Lead to oversee quality reviews, train staff, and keep procedures current. You will manage emails, phone inquiries, and case research to resolve new business issues and perform system maintenance.

The role requires strong analytical and communication skills, with 2+ years in financial services, attention to detail, and the ability to handle multiple tasks within 8am-5pm CST shifts in a hybrid office setting.

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

  • Quality review, training employees, keeping procedures current, organizing and managing reporting.
  • 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.
  • 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.

Skills

Financial industry experience
Detail oriented
Data analysis
Process improvement
Presentation skills
Mentoring and coaching
Multi-tasking
Time management

Education

Bachelor's Degree

Job description

Corebridge Financial in Houston, TX is seeking an Operations Team Lead to oversee quality reviews, train staff, and keep procedures current. You will manage emails, phone inquiries, and case research to resolve new business issues and perform system maintenance.

The role requires strong analytical and communication skills, with 2+ years in financial services, attention to detail, and the ability to handle multiple tasks within 8am-5pm CST shifts in a hybrid office setting.

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