Money Out Processor

Title: Money Out Processor

Location:

• TX-Amarillo
• TX-Houston

time type Full time

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 actdecisively 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 You’ll Work With

Corebridge Financial 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.

About the role

As a member of the Money Out/Claims team, you will be tasked with processing a variety of transactions disbursing funds to our participants.  This can include loans, non-periodic distributions, periodic distributions, systematic withdrawals, or claim payouts*. This would include strong communication and collaboration with colleagues across various internal departments, or support of written communication directly to our advisors and participants.  Additionally, maintaining high quality outputs and supporting a strong control environment are crucial for the role.

*Claims support also extends to supporting the notice of death process

Career Path

Our career progression program will provide you with the opportunity to develop your skills, strengthen your productivity and be eligible to progressively advance to positions with an increased responsibility and increased compensation. We provide you with the training and opportunity for development along with a pay for performance culture to earn additional recognition and bonuses.

Responsibilities

We want to hear from you today if you can:

• Maintain high work standards reviewing and processing complex financial documents.
• Process all requests while maintaining quality review and productivity standards.
• Use customer service skills to convey positivity while communicating accurately, in a detailed and professional manner.
• Must be able to learn, understand and interpret options offered to correctly process or determining if a request is not in good order based on requirements to ensure compliance with products, plan, group and IRS regulations.
• Work in a team environment, develop working relationships inside and outside the organization, share information and ideas with team members/management, and strive to achieve continuous improvement and increase efficiency.
• Handle special projects as assigned.
• Evaluate and resolve escalated and high priority situations using research skills and alternative approaches.
• Set up your own home office and work remotely (until our office re-opens) with minimal frustration and supervision. Tools and equipment are provided. Evaluate and resolve escalated and high priority situations using research skills and alternative approaches.

Skills and Qualificiations

• Ability to work successfully in a structured fast paced team environment which means your day will go by fast. You must be able to manage multiple tasks at one time.
• Excellent communication skills, both oral and written.
• We need advanced computer knowledge. Proficient with MS Office and strong professional typing skills required.
• Ability to learn new software applications, open to experimentation with digital tools, ability to use dual monitors, and researching
• with an analytical and curious mind will be our A+ digital savvy candidate.
• Availability to work overtime on short notice.
• Minimum of 2 years clerical / administrative experience with a demonstrated background of loyalty to your past employers.
• High School Diploma or GED from an accredited institution required/college degree preferred.

Work Location

This position is based in Corebridge Financial’s Houston, TX office and is subject to our hybrid working policy, which gives colleagues the benefits of working both in an office and remotely.

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. 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 (%): Up to 25%

Relocation Provided: No

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