drjobs Senior Account Manager, Retirement Services

Senior Account Manager, Retirement Services

Employer Active

1 Vacancy
drjobs

Job Alert

You will be updated with latest job alerts via email
Valid email field required
Send jobs
Send me jobs like this
drjobs

Job Alert

You will be updated with latest job alerts via email

Valid email field required
Send jobs
Job Location drjobs

Houston - USA

Monthly Salary drjobs

$ 71300 - 74600

Vacancy

1 Vacancy

Job Description

Who We Are

At Corebridge Financial we believe action is everything. Thats 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

Who Youll Work With

For nearly 60 years weve helped millions of Americans turn their vision for retirement into reality. Thats why so many plan sponsors and plan participants continue to place their trust in us year after year. The average length of our relationships with plan sponsors is approximately 28 years and roughly three in ten inplan individual clients have been with us for more than 20 years. We are a leading retirement plan provider for K12 schools healthcare government higher education and other notforprofit institutions. Through our strong partnerships with plan sponsors and consultants a dedicated financial advisor network and innovative technology solutions and tools we make retirement planning easy and accessible and help people turn their financial dreams into realities.

About The Role

The purpose of this position is to be the operational owner and primary liaison for Corebridge Financial Retirement Services largest retirement plan clients. This position is responsible for administrative management sales and retention support and client level monitoring and reporting or assigned plans.

Responsibilities

  • Have a passion for customer service and possess strong skills in building client relationships
  • Have a can do and an entrepreneurial spirit to solve problems and get things done navigating through complex organizations.
  • Own administrative management for group client retirement plans to ensure that plan sponsors requests are completed timely and accurately
  • Perform research and provide group clients with pertinent plan related information regarding plan activity and operations for their assigned plans
  • Maintain an average case load of groups of various size; complexities may include controlled groups and individuallydesigned plan documents and groups with special exceptions and provisions
  • Coordinate client requests drive problem resolution execute retirement plan changes and communicate resolutions in a timely manner
  • Regularly monitor strategic group activity including transaction volumes call volumes NPS service level guarantees timely fee administration and communicate trends and data insight to the plan sponsor.
  • Partner with relationship managers to provide sales and retention support through business planning quarterly and annual plan reviews RFPs/finalist presentations regular cadence client meetings and ad hoc client meetings.
  • Establish working relationships with operations teams in order to achieve common objectives

Please note this is not an exhaustive list of all responsibilities of the position and the requirements of the job may change in line with business needs.

Skills and Qualifications

  • Bachelors degree (Four years relevant work experience may be substituted for degree requirement)
  • 4 years of retirement plan administration experience with knowledge of pension plan types and defined contribution plans
  • QKA QKS or QKC preferred
  • Strong problem solving and ability to creatively solution to drive resolution
  • Strong communication skills both verbal and written Ability to communicate clearly concisely and proactively. Ability to create client facing/executive plans and responses.
  • Strong ability to lead execution and delivery through adjacent teams.
  • Customer centric mindset ability to understand client needs and success drivers and advocate for the client to deliver
  • Datadriven Ability to review data dashboards and reports identify trends and translate it to meaningful client insights. Excel expertise and ability to present data in a clientfacing manner.
  • Ability to build relationships with confidence creating dependability and trust. Exude confidence and executive presence in client meetings.
  • Ability to independently prioritize multiple deliverables in a fastpaced dynamic environment
  • Ability to analyze data determine root cause and provide/develop an appropriate solution for resolution

Compensation

The anticipated salary range for this position is $71300 to $74600 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 candidates 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.

Work Location

This position is currently designated as remote.

Estimated Travel

Minimal travel.

Why Corebridge

At Corebridge Financial we prioritize the health wellbeing and worklife 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 wellbeing.
  • Retirement Savings: We offer retirement benefits options which vary by location. In the U.S. our competitive 401(k) Plan offers a generous dollarfordollar 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 taxexempt organizations 1:1 up to $5000.
  • 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 employersponsored 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 jobrelated 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 to . Reasonable accommodations will be determined on a casebycase 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:

Functional Area:

OP Operations

Estimated Travel Percentage (%): Up to 25%

Relocation Provided: No

American General Life Insurance Company


Required Experience:

Manager

Employment Type

Full-Time

Report This Job
Disclaimer: Drjobpro.com is only a platform that connects job seekers and employers. Applicants are advised to conduct their own independent research into the credentials of the prospective employer.We always make certain that our clients do not endorse any request for money payments, thus we advise against sharing any personal or bank-related information with any third party. If you suspect fraud or malpractice, please contact us via contact us page.