Account Manager

Corebridge Financial • Houston, TX

2d • 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 closely with clients and internal teams to support efficient plan operations, identify and implement process improvements, and drive operational excellence in line with strategic objectives. The position is based in Corebridge Financial’s Houston, Texas, or Amarillo, Texas, offices and follows a hybrid working policy, combining office and remote work. Estimated travel is minimal.

Requirements

• Bachelor’s degree or equivalent relevant experience.
• At least 4 years of retirement plan administration experience.
• Understanding of defined contribution plans and pension plan types.
• Strong analytical 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 plans and responses to executives.
• Strong presentation skills.
• Ability to review data dashboards and reports, identify trends, and translate them 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.
• Confidence and executive presence in client meetings.
• Ability to independently prioritize multiple deliverables in a fast-paced, dynamic environment.

Nice To Haves

• QKA, QKS, or QKC credential.

Responsibilities

• Build and maintain strong client relationships while delivering excellent customer service.
• Manage administration for group retirement plans, ensuring plan 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 cases involving controlled groups and customized plan documents with special exceptions and provisions.
• Coordinate client requests, oversee problem resolution, implement retirement plan changes, and communicate updates.
• Monitor strategic group activity, including transaction volumes, call volumes, NPS, service-level guarantees, and timely fee administration, and share insights with plan sponsors.
• Partner 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.
• Work with operations teams to align efforts and achieve shared objectives.
• Conduct operational reviews with clients, assess performance, and identify opportunities for improvement and service enhancements.
• Ensure compliance with regulations and industry best practices.

Benefits

• Medical, dental, and vision insurance.
• Mental health support and wellness initiatives.
• Retirement benefits; in the U.S., a 401(k) plan with dollar-for-dollar company matching contributions of up to 6% of eligible pay and an additional company contribution equal to 3% of eligible pay, subject to annual IRS limits and plan terms. Company contributions vest immediately.
• Employee Assistance Program with confidential counseling services and resources.
• Matching charitable donations to tax-exempt organizations, 1:1 up to $5,000.
• Up to 16 annual volunteer hours.
• At least 24 paid time off days for eligible employees.

What This Job Offers

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