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Quality Analyst Processing Expert

Quality Analyst Processing Expert

Corebridge FinancialHouston, TX, US
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Pension Service Department Role

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.

Responsibilities

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, 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 and / or function in a training capacity.

  • 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
  • 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

  • College degree preferred
  • Experience : 5-10 years' experience in insurance or financial customer service, preferably with experience in deferred and / or immediate annuity products
  • 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.

  • 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.

    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.

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    Quality Analyst • Houston, TX, US