Service Relationship Manager
Service Relationship Manager
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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 Service Relationship Management team is designed to bring consistency and continuity in handling service issues exceptions and escalations. The role will be responsible for reviewing and completing escalated issues for Individual Retirement and maintaining strong relationships (business units intercompany service departments Internal/External Wholesalers and Financial Advisors).
Responsibilities
- Facilitate the review and completion of escalated issues.
- Timely handling of complex and escalated servicerelated questions and exceptions
- Set reasonable expectations with clients and communicate updates
- Work within guidelines for case handling and responsiveness
- Relationship building with business units intercompany service departments Internal/External Wholesalers and Financial Advisors
- Facilitation of exception reviews
- Develop resolution recommendations
- Ability to think outside the box
- Partner with business units for service improvements
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
- 3 plus years combined experience in Operations with Corebridge
- Proficient in Oasys NoteSource AWD and/or Navisys and SunView preferably both
- Vantage knowledge preferred
- Knowledge of fixed index and variable products and processes
- Strong written and verbal communication
- Strong interpersonal skills with high energy level
- Proven track record of problemsolving skills
- Passionate about customer service
- Attention to detail accuracy and quality
- Ability to work with Senior Management across business lines without supervision
- Strong team player
- Enjoys fast paced environment
- Attendance and performance must be in good standing
Work Location
This position is based in Corebridge Financials Houston TX office.
Estimated Travel
Minimal travel.
This role is deemed a covered associate under SEC Rule 206(4)5 17 CFR 275.206(4)5 Political contributions by certain investment advisers and other federal and state paytoplay rules. Candidates for the role must not have made any political contributions that under 17 CFR 275.206(4)5 or other federal or state paytoplay regulations would disqualify the candidate or Corebridge Financial from conducting Corebridge Financials business or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years.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.
Functional Area:
OP OperationsEstimated Travel Percentage (%): Up to 25%Relocation Provided: NoAmerican General Life Insurance CompanyRequired Experience:
Manager
Employment Type
Full-Time
