Operations Specialist
Posted on: 26 Apr 2021
Houston, TX
Job Description
Who we are
American International Group, Inc. (AIG) is a leading global insurance organization. Building on 100 years of experience, today AIG member companies provide a wide range of property casualty insurance, life insurance, retirement solutions, and other financial services to customers in more than 80 countries and jurisdictions. These diverse offerings include products and services that help businesses and individuals protect their assets, manage risks and provide for retirement security.
As an Operations Specialist, you will be assisting retirement specialists with various financial services that impact their clients. This position reports to the Director of REC Sales Administration and works closely with financial advisors and other back office operations and broker dealer departments, to ensure timely and accurate submissions of paperwork.
Get to know the business
AIG Life & Retirement is a unique franchise that brings together a broad portfolio of life insurance, retirement and institutional products offered through an extensive, multichannel distribution network. It holds long-standing, leading market positions in many of the markets it serves in the U.S. With its strong capital position, customer-focused service, breadth of product expertise and deep distribution relationships across multiple channels, Life & Retirement is well positioned to serve growing market needs.
About the role
Performance Objectives:
Assist with daily functions within the Operations Department, including opening, reviewing, and distributing mail to the Retirement Specialists.
Print and prepare daily fulfillments for the Retirement Specialists as well as scanning and submitting paperwork to the back-office processing departments.
Communicate with other departments and financial advisors to ensure accurate information and timely processing of client paperwork.
Work to obtain split codes as needed from Broker Dealer operations.
Maintain high work standards reviewing and processing complex financial documents with accuracy, as well as documenting and mailing transaction checks to the appropriate departments.
Must review and understand all of the various client documents for financial services offered and how the related financial documents are processed and their impact on customers’ accounts.
Meet daily production and quality review goals by processing transactions timely and accurately, including booking transactions to generate compensation for agents.
Must be able to work independently and in a team environment to meet daily department deadlines.
Job Requirements:
1+ years of clerical experience with heavy data entry skills and ability to utilize Microsoft Word and Excel products
Must be able to work overtime with little notice due to requirements of processing standards and workload
Must be detail oriented and have strong research and problem-solving skills
Ability to manage multiple assignments effectively
Strong written and verbal communication skills
Strong work ethic with ability to follow instructions
Handle high priority requests in a rapid and efficient manner
AIG
New York, New York
American International Group, Inc. provides insurance products for commercial, institutional, and individual customers in North America and internationally. The company’s General Insurance segment offers general liability, environmental, commercial automobile liability, workers’ compensation, excess casualty, and crisis management insurance products, as well as various risk-sharing and other customized structured programs; commercial, industrial, and energy-related property insurance; and aerospace, political risk, trade credit, portfolio solutions, surety, crop, and marine insurance.
It also provides professional liability insurance products for a range of businesses and risks, including directors and officer’s liability, mergers and acquisitions, fidelity, employment practices, fiduciary liability, cyber risk, kidnap and ransom, and errors and omissions insurance. In addition, this segment offers personal auto and property insurance, voluntary and sponsor-paid personal accident, and supplemental health products; extended warranty insurance products; and travel insurance products.
Its Life and Retirement segment offers variable annuities, fixed index and fixed annuities, and retail mutual funds; group mutual funds, fixed annuities, and variable annuities, as well as individual annuity and investment products, and financial planning and advisory services; and term life and universal life insurance. This segment also provides stable value wrap products, and structured settlement and pension risk transfer annuities; and corporate- and bank-owned life insurance and guaranteed investment contracts. This segment sells its products through independent marketing organizations, independent insurance agents, financial advisors, direct marketing, banks, wirehouses, and broker-dealers. The company’s Legacy Portfolio segment offers legacy insurance products. American International Group, Inc. was founded in 1919 and is headquartered in New York, New York.
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IndustryInsurance
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No. of Employees49,600
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Website
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Jobs Posted661
