Account Manager, Retirement Services

Posted:
10/15/2024, 4:52:39 PM

Location(s):
Texas, United States ⋅ Houston, Texas, United States

Experience Level(s):
Junior ⋅ Mid Level

Field(s):
Customer Success & Support ⋅ Sales & Account Management

Workplace Type:
Remote

Who we are

Corebridge Financial makes a tremendous difference in people’s lives. We help people make some of the most important decisions they’re ever going to make. We help them respond to some of life’s most difficult moments through the solutions and services we provide, and we help them plan and take action to protect the future they envision. Corebridge Financial brings together a broad portfolio of retirement, life and institutional products offered through an extensive, multichannel distribution network. With our customer-focused service, breadth of product expertise, deep distribution relationships – and world-class team of talented employees who are passionate about what they do.

The purpose of this position is to be the operational point of contact and primary liaison for Corebridge Financial Retirement Services' largest retirement plan clients. This position coordinates all activities related to the operational administration of assigned plans.

We want to hear from you today if you can:

  • Oversee the operational aspects for group client retirement plans to ensure that plan sponsors’ requests are completed timely and accurately
  • Utilize a strong understanding of retirement plan provisions and how this applies to day-to-day operations
  • Respond to questions, 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 18-22 groups of various size; complexities may include controlled groups and individually-designed plan documents and groups with special exceptions and provisions
  • Use project management skills to coordinate client requests, problem resolution, and retirement plan changes
  • Conduct regular review and oversight of strategic group relationships to ensure accurate plan messaging, transaction processing and reporting.  Provide supplemental reporting to management as needed.
  • Establish working relationships with others within the organization in order to achieve common objectives

What we are looking for

  • Bachelor’s degree (Four years’ relevant work experience may be substituted for degree requirement)
  • Two years of retirement plan administration experience with knowledge of pension plan types and defined contribution plans
  • Proven leadership skills
  • Strong communication skills, both verbal and written
  • Ability to independently prioritize multiple deliverables in a fast-paced, dynamic environment
  • Ability to analyze data, determine root cause and provide/develop an appropriate solution for resolution

What our employees like most about working for Corebridge Financial

  • Our “Giving Back” policy is at the core of our daily operations and guides our future progress. Don’t believe us?  We put our money where our mouth is! Corebridge Financial, will give you up to 16 hours a year paid time off to volunteer in the community.
  • Our people are our most important asset therefore we provide a generous benefits plan and competitive pay. Benefit package includes:
  • Paid Time Off (Corebridge Financial recognizes the importance of work life balance). We offer 24 PTO days to start. YES, 24! 17 paid holidays. 
  • A 401(k) Retirement Plan which will be HARD TO BEAT. Our 401K - $1 for $1 match up to 6% with immediate vesting, plus Corebridge Financial automatically contributes an additional 3% into your 401K regardless of if you enroll or not.

We are an Equal Opportunity Employer

Corebridge Financial, Inc., its subsidiaries and affiliates are committed to be an Equal Opportunity Employer and its policies and procedures reflect this commitment. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories such as sexual orientation. At Corebridge Financial, we believe that diversity and inclusion are critical to our future and our mission – creating a foundation for 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 people are not only respected as individuals, but also truly valued for their unique perspectives.

To learn more please visit: www.corebridgefinancial.com

Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees with physical or mental disabilities.  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 [email protected].   Reasonable accommodations will be determined on a case-by-case basis.

Functional Area:

OP - Operations

Estimated Travel Percentage (%): Up to 25%

Relocation Provided: No

American General Life Insurance Company

CoreBridge Financial Services

Website: https://corebridgefinancial.com/

Headquarter Location: Houston, Texas, United States

Employee Count: 10001+

Year Founded: 1957

IPO Status: Public

Last Funding Type: Post-IPO Secondary

Industries: Financial Services ⋅ Insurance ⋅ Life Insurance