Corebridge Financial
Team Leader Operations Processing
Corebridge Financial, Jersey City, New Jersey, United States, 07390
Overview
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Team Leader Operations Processing
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Corebridge Financial 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. About The Role
As part of our pensions service department, you will help provide personalized and professional service to participants of over 700 pension plans. This may include quality-reviewing work completed by others, serving as a team resource for the handling of complex or escalated issues, documenting procedures and training colleagues, processing business transactions, and performing various accounting and data collection functions. Will help deliver outstanding customer support through procedure adherence and performance. May also provide project support. Responsibilities
Perform quality reviews of transactions processed within the department Monitor unit processing volumes and workflows; ensure quality standards are met Highlight to management potential problems, trends, and training needs discovered through quality reviews Document procedures and train colleagues Review and process Power of Attorney and Guardianship requests Review divorce decrees and QDRO documents that impact participants’ pension benefits, provide suggestions for revised language (if necessary), and work with Underwriting and Legal departments to finalize QDRO documents with clients Process outgoing wires and incoming premium transactions ensuring all financial transactions are properly recorded Perform BlackLine reconciliations for key accounts and manage suspense aging Submit and process EFT reclaim requests and perform research on EFT deposits Work with Accounting Operations to resolve any payment issues that arise Communicate with internal and external clients to collect information and expedite processing Support internal and external audits through data collection, analysis, and reporting Help drive continuous improvement by making enhancement recommendations for existing workflows & procedures Other duties and responsibilities, as assigned Skills And Qualifications
5-10 years’ experience in insurance or financial customer service, preferably with experience in deferred and/or immediate annuity products 2-3 years’ experience in training or coaching Attention to detail and accuracy Excellent written and oral communication skills Good problem solving and analytical skills Conflict resolution skills Strong customer and team orientation Ability to work independently with minimal supervision Good sense of judgement Proficient in Microsoft Office products Compensation
The anticipated salary range for this position is $58,000 - $60,000 at the commencement of employment. Not all candidates will be eligible for the upper end of the salary range. The actual compensation offered will ultimately be dependent on multiple factors, which may include the candidate’s geographic location, skills, experience and other qualifications. In addition, the position is eligible for a discretionary bonus in accordance with the terms of the applicable incentive plan. Corebridge also offers a range of competitive benefits as part of the total compensation package, as detailed below. Work Location
This position is currently designated as remote. 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 TalentandInclusion@corebridgefinancial.com. 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
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Join to apply for the
Team Leader Operations Processing
role at
Corebridge Financial 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. About The Role
As part of our pensions service department, you will help provide personalized and professional service to participants of over 700 pension plans. This may include quality-reviewing work completed by others, serving as a team resource for the handling of complex or escalated issues, documenting procedures and training colleagues, processing business transactions, and performing various accounting and data collection functions. Will help deliver outstanding customer support through procedure adherence and performance. May also provide project support. Responsibilities
Perform quality reviews of transactions processed within the department Monitor unit processing volumes and workflows; ensure quality standards are met Highlight to management potential problems, trends, and training needs discovered through quality reviews Document procedures and train colleagues Review and process Power of Attorney and Guardianship requests Review divorce decrees and QDRO documents that impact participants’ pension benefits, provide suggestions for revised language (if necessary), and work with Underwriting and Legal departments to finalize QDRO documents with clients Process outgoing wires and incoming premium transactions ensuring all financial transactions are properly recorded Perform BlackLine reconciliations for key accounts and manage suspense aging Submit and process EFT reclaim requests and perform research on EFT deposits Work with Accounting Operations to resolve any payment issues that arise Communicate with internal and external clients to collect information and expedite processing Support internal and external audits through data collection, analysis, and reporting Help drive continuous improvement by making enhancement recommendations for existing workflows & procedures Other duties and responsibilities, as assigned Skills And Qualifications
5-10 years’ experience in insurance or financial customer service, preferably with experience in deferred and/or immediate annuity products 2-3 years’ experience in training or coaching Attention to detail and accuracy Excellent written and oral communication skills Good problem solving and analytical skills Conflict resolution skills Strong customer and team orientation Ability to work independently with minimal supervision Good sense of judgement Proficient in Microsoft Office products Compensation
The anticipated salary range for this position is $58,000 - $60,000 at the commencement of employment. Not all candidates will be eligible for the upper end of the salary range. The actual compensation offered will ultimately be dependent on multiple factors, which may include the candidate’s geographic location, skills, experience and other qualifications. In addition, the position is eligible for a discretionary bonus in accordance with the terms of the applicable incentive plan. Corebridge also offers a range of competitive benefits as part of the total compensation package, as detailed below. Work Location
This position is currently designated as remote. 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 TalentandInclusion@corebridgefinancial.com. 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
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