Instructor - Legal Support jobs in Stamford, CT

Overview

Legal & General is a leader in Pension Risk Transfer with over 35 years of experience globally, servicing over a million annuitants. Building on our global success, we established our Pension Risk Transfer platform in the US in 2015. The business has grown steadily, and in 2022, we eclipsed $2 billion in premium writing.

At Legal & General Retirement America (LGRA), we aim to secure the retirement of the people we serve and positively impact our communities. We are passionate about what we do and how we do it. This means working with pace and energy to reach our goals and challenging ourselves to achieve more. Our goal is to build a unique environment where the balance between work and life is possible.

Purpose and Objective

The Pension Analyst Supervisor will co-lead a growing team of analysts located in our Stamford, CT location who service annuitants and clients from Legal & General’s U.S. Pension Risk Transfer (PRT) business. The team also provides our Service Associate team with ongoing training support for sophisticated processes, product training, and pension concepts.

The Supervisor will collaborate with the Pension Analyst Manager to develop and implement strategies, technologies, standards, procedures, and measurements that improve overall efficiency and quality. They will also be expected to take ownership of a small number of ad hoc projects, high-profile cases and provide necessary services, as needed.

Role and Responsibilities

• Oversee a team of Pension Analysts who service annuitants and clients from Legal & General’s U.S. Pension Risk Transfer business. You will be responsible for leading all aspects of day-to-day operations to help ensure that the Retirement Services Pension organization meets or exceeds productivity and quality standards.
• Monitor and document employee performance including productivity, quality, work habits, attendance, etc. Ensure feedback and training are commensurate with performance.
• Provide coaching to develop team members and take disciplinary action, if necessary. Write and deliver semiannual performance reviews.
• Collaborate with Pension Analysts to develop, document, and maintain procedures for all facets of work. Ensure comprehensive training is provided for new employees and ongoing training is provided to all Pension Analysts.
• Guiding the Pension Analyst team to properly administer contracts in accordance with the plan sponsor requirements, including benefit calculations in collaboration with the Pricing Team.
• Responsible for insuring timely and effective communication between the Pension Analyst team and internal/external clients.
• Partner with IT team on system improvements, ensuring the team is doing a thorough validation and identifying defects.
• Lead the annual tax form review, adjustment, and sign-off process.
• Manage approval of daily payment process for annuitant payments.
• Research administrative system data and create reports as needed.
• Collaborate with multiple departments across the business as needed to adapt for ad hoc specialized project work.