Hybrid Client Communications Lead

Posted 3 weeks ago

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About the role

  • Support frequent reconciliation between record keeping system and SAP
  • Support balancing processes to reconcile output generated matches various reports
  • Support processes to process invoices applicable to client communications to third-party vendors
  • Perform analysis using team supplied tools for defining mailing population based on mutual fund holdings for proxies
  • Ensure clear requirements are supplied and written to validate outputs of mailing projects
  • Partner with team members to support the quarterly statement process inclusive of messaging, approvals, vendor partnership and executing existing controls for completeness checks
  • Clearly communicate issues and status to internal partners and vendors

Requirements

  • 2+ years of experience in Operational roles.
  • General knowledge of Retirement Services/Group Retirement Life Insurance required; CRBG system/platforms knowledge preferred.
  • High School Diploma or GED required – College preferred.
  • Track record of acting with a sense of urgency, learning new and complex skills and results oriented.
  • Desire to raise the bar on the customer service experience delivered.
  • Must possess strong organization and planning skills.
  • Candidates who work well within a team environment.
  • Individuals who reject negativity and passivity, accept responsibility, and understand the greater reward of a healthy team environment.
  • Excellent communication skills with ability to empathize with the end customer; seeks to understand their needs.
  • Excellent problem solving and analytical skills; to include raising opportunities for growth or improvement in processes with facts to substantiate the need for change.
  • Ability to multi-task while also staying calm and focused in a fast paced, team environment.
  • Ability to adapt to change.
  • Capability and willingness to learn new tasks, assist in knowledge transfers to others, multiple life insurance products and administrative systems.
  • Desire to become a subject matter expert (SME).

Benefits

  • 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.

Job title

Client Communications Lead

Job type

Experience level

Senior

Salary

Not specified

Degree requirement

High School Diploma

Location requirements

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