Account Manager Specialist

Corebridge Financial • Houston, TX

7d • Hybrid

About The Position

The role is responsible for administrative management, sales and retention support, and client level monitoring and reporting for all plans. The role will partner closely with internal teams and leadership to drive efficient plan operations and operational excellence in accordance with our strategic objectives.

Requirements

• Bachelor’s degree or 4+ years of directly related work experience
• Proficient in MS Office Suite
• Strong research and analytical skills
• Excellent communication skills – written, verbal and interpersonal
• Ability to manage multiple projects as assigned

Nice To Haves

• Knowledge of retirement or pension plans is preferred

Responsibilities

• Partners and develops relationships with all internal customers to ensure needs are met based on segment model
• Executes employer-directed/ plan level financial transactions
• Responds accurately to assigned research requests via email tracking system within established timeframes
• Maintains group data for assignments accurately and timely in the associated reporting system
• Adheres to a rigorous attention to detail while following audit procedures and identifying process efficiencies
• Supports future project initiatives by identifying areas of opportunity across multiple workstreams
• Analyzes and completes form requests based on system requirements
• Loads files and data into applicable systems
• Develops and delivers end-to-end project workflow reporting requirements
• Initiates service and maintenance requests for clients across various workstreams
• Tests systems to ensure plan/participant level operations meet requirements
• Enters data timely and accurately in various processing/informational systems as required to complete plan maintenance
• Processes plan maintenance on various data processing/informational systems
• Utilizes team resources to optimize results
• Continually seeks and shares Subject Matter Expertise with team to ensure cross-functional processing
• Partners with cross-functional teams supporting various regulatory requirements, contractual obligations and delivery deadlines and requirements

Benefits

• 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 well-being.
• Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar 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 tax-exempt organizations 1:1, up to $5,000.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level