Account Manager

Corebridge Financial • Amarillo, TX

4d • Hybrid

About The Position

The Account Manager is responsible for administrative management, sales and retention support, and client-level monitoring and reporting for assigned retirement plans. The role partners with clients and internal teams to support efficient plan operations, identify and implement process improvements, and advance operational excellence in line with strategic objectives. This position serves group clients, including plans with complex structures and customized plan documents, and works with relationship managers and operations teams to meet client needs.

The position is based in Corebridge Financial’s Houston, Texas, or Amarillo, Texas, offices and follows a hybrid working policy that combines office and remote work. Travel is described as minimal; the posting’s travel field also states “No Travel.”

Requirements

• Bachelor’s degree or equivalent relevant experience.
• At least 4 years of retirement plan administration experience, with an understanding of defined contribution plans and pension plan types.
• Strong analytical thinking and problem-solving skills, including the ability to break complex issues into manageable solutions and take a strategic perspective.
• Excellent verbal and written communication skills, including the ability to articulate client-facing executive plans and responses.
• Strong presentation skills.
• Ability to review data dashboards and reports, identify trends, and translate findings into meaningful client insights.
• Excel expertise and ability to present data in a client-facing manner.
• Ability to build relationships with confidence and establish dependability and trust, including executive presence in client meetings.
• Ability to independently prioritize multiple deliverables in a fast-paced, dynamic environment.

Nice To Haves

• QKA, QKS, or QKC designation.

Responsibilities

• Build and maintain strong client relationships and deliver excellent customer service.
• Manage administration for group client retirement plans, ensuring sponsor requests are handled accurately and on time.
• Research and provide group clients with insights and updates about plan activity and operations.
• Manage a diverse portfolio of retirement plans, including complex controlled-group cases and customized plan documents with special exceptions and provisions.
• Coordinate client requests, oversee problem resolution, implement plan changes, and communicate updates.
• Monitor strategic group activity, including transaction and call volumes, NPS, service-level guarantees, and timely fee administration, and share insights with plan sponsors.
• Collaborate with relationship managers on sales and retention support, including business planning, quarterly and annual plan reviews, RFPs and finalist presentations, regular client meetings, and ad hoc meetings.
• Partner with operations teams to align efforts and achieve shared objectives.
• Conduct operational reviews with clients, assess performance, and identify improvement areas and service enhancements.
• Ensure compliance with regulations and industry best practices.

Benefits

• Medical, dental, and vision insurance plans.
• Mental health support and wellness initiatives.
• U.S. 401(k) plan with dollar-for-dollar company matching up to 6% of eligible pay and an additional company contribution equal to 3% of eligible pay, subject to applicable limits and plan terms; contributions vest immediately.
• Confidential Employee Assistance Program counseling services and resources.
• Matching charitable donations to tax-exempt organizations at a 1:1 ratio, up to $5,000.
• Up to 16 hours of annual Volunteer Time Off.
• At least 24 days of Paid Time Off for eligible employees.

What This Job Offers

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