Operations Team Lead

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

Who We Are

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)

What we are looking for

• 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

Work Location

This position is based inCorebridgeFinancial’sHouston, TXoffice and is subject to our hybrid working policy,whichgivescolleaguesthe benefits ofworkingboth inanoffice andremotely.

Why Corebridge?

At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive.

Benefit Offerings Include:

• 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.

Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy.

We are an Equal Opportunity Employer

Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives.

Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to [e-mail]. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law.

We will consider for employment qualified applicants with criminal histories, consistent with applicable law.

To learn more please visit: www.corebridgefinancial.com

Functional Area:

OP - Operations

Estimated Travel Percentage (%): No Travel

Relocation Provided: No

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