Sr. Account Manager

Who We Are

At Corebridge Financial, we believe action is everything. That’s 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.

For nearly 60 years, we’ve helped millions of Americans turn their vision for retirement into reality. That’s 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 in-plan individual clients have been with us for more than 20 years. We are a leading retirement plan provider for K-12 schools, healthcare, government, higher education and other not-for-profit 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 for 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 individually designed plan documents and groups with special exceptions and provisions
• Coordinate client requests, drive problem resolution, execute retirement plan changes, and communicate resolution timely
• 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.

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

• Bachelor’s degree (Four years’ relevant work experience may be substituted for degree requirement)
• 6+ 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
• Data-driven - 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 client-facing manner.
• Ability to build relationships w