Sr. Agreements Analyst

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.

Corebridge Financial is in the business of helping people achieve a secure and fulfilling retirement. We support our customers in reaching their financial goals, providing them the freedom and peace of mind to enjoy their retirement years. We call this being FutureFIT. This approach helps our customers take control of their financial wellness, helping millions of people plan and save for their goals. With the combined strength and wealth of products of Corebridge Financial and member companies, you can apply your financial planning skills to make a real difference in the lives of people who need your help.

About the role

The  Senior Agreements Analyst primary role within the Agreements Team is to complete the legal review process to determine the employer's authority to direct transfers (transfer analysis) based upon the provisions of annuity contract and the plan document .  In addition, they will partner with the Implementation Consultants to analyze, translate and clarify our client’s needs in order to prepare service agreement packages to present to both internal and external clients. 

Within the first six (6) to twelve (12) months the person in this position will be expected to:

• Learn the annuity contract provisions related to transfers and the VALIC or Individually designed plan document provisions regarding the employer's authority
• Learn and understand basic pension rules and IRS retirement plan types, which will require independent study
• Learn and understand contractual provisions in existing templates and be able to articulate meaning in layman’s terms
• Prepare both standard agreements and agreements with minor customization
• Prepare amendments to existing service agreements

Responsibilities:

• Review employer authority for transfers and provide detailed documentation of the conclusion of the analysis to requesting parties and maintain findings for control and audit proposes.
• Draft standard and complex custom agreement packages as well as amendments with a high level of quality and within established deadlines.

  Develop standard contract packages using established VALIC templates and formats

  Draft customized contracts utilizing approved alternatives as a base to satisfy contractual obligations and/or develop new language for approval where none exists

• Analyze and interpret client needs in order to set expectations and offer resolutions and/or suggestions for changes
• Ensure appropriate approvals are documented and retained.
• Utilize consulting skills to negotiate to best business practices for final documents
• Assess/mitigate risk of requested contract changes
• Coach/mentor others
• Create and provide management reports as needed
• Assist manager with overflow workloads
• Assist with quality review for fellow team members
• Work on rotating team assignments (i.e. database and spreadsheet updates, meeting agendas)
• Project work and research as needed

The best people doing this job are detailed-oriented professionals who are intuitive thinkers, possess strong analytical, problem solving, communication, judgment, and consulting skills.  They have the ability to perform in a high-volume, service-oriented team while remaining flexible in an ever changing environment.

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 Financial automatically contributes an additional 3% into your 401K regardless of if you e