Senior Account Manager, Retirement Services
Who we are
Corebridge Financial helps people make some of the most meaningful decisions they’re ever going to make. We help them plan and take action to protect the future they envision and respond to some of life’s most difficult moments through the solutions and services we provide. We do this through our broad portfolio of life insurance, retirement, and institutional products, offered through an extensive, multichannel distribution network. We provide solutions for a brighter future through our client centered service, breadth of product expertise, deep distribution relationships, and outstanding team of hardworking and passionate employees.
As a Senior Account Manager , you will be responsible for overseeing and providing strategic guidance and operational support to our Group Retirement clients and mentorship to other Account Managers within your team. You will work with various internal and external stakeholders and manage various complex and high priority projects in all phases. Best of all you will become the primary resource for subject matter expertise on retirement plans and the plan sponsor operational processes.
About the role
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 plan provisions for retirement plans and how this applies to day-to-day operations.
- Communicate and coordinate with internal teams to deliver solutions.
- Identify opportunities for improvement and propose new tools and processes.
- Respond to questions, perform research, and provide group clients with pertinent plan-related information regarding plan activity and operations for their assigned plans.
- Understand client needs and identify new business opportunities within your book of business.
- Maintain assigned retirement plans with complexities that may include controlled groups and individually designed plan documents and groups with special exceptions and provisions.
- Conduct regular review and oversight of group/plan relationships to ensure accurate plan messaging, audit transaction processing and reporting. Provide supplemental reporting to management as needed.
- Exhibit leadership and act as a mentor for Account Managers.
- Provide guidance, direction, and feedback to assist Account Managers with the management of their group clients.
- Meet with team members as needed to gain an understanding of projects and activities.
- Support the team and other business partners to help improve overall performance and reach targets.
- Develop and maintain excellent knowledge and understanding of our business, offerings, competitors, and industry.
- Be proactive, positive, and passionate about company offerings and how they create value for clients.
What we are looking for
- Bachelor’s degree in related field; or any combination of education and experience, which would provide an equivalent background.
- 4+ years of professional experience in the group retirement services industry is highly preferred.
- QKA preferred.
- Solid working knowledge of pension plan types and defined contribution plans.
- Proven customer service, account management relationship building, and project management skills.
- Strong analytical and decision-making skills.
- Excellent communication skills, including verbal, written, and interpersonal skills.
- Strong customer service, account management, relationship building and project management skills.
- 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 per calendar year.
- 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 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 being 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.
#J-18808-Ljbffr