Account Relations Representative

Corebridge Financial • Houston, TX

14h • Hybrid

About The Position

The Account Relations Representative ensures complete and accurate onboarding and commission payouts to our agencies, IMO/BGAs, and NMOs. This representative will be the main focal point of contact for our top tier customers when escalated issues arise and need immediate attention. These individuals are also responsible for providing exceptional support for our Distribution Partners, Sales, Marketing, & Operations departments.

Requirements

• Associate’s degree from a two-year college or technical school (also known as foundation degree, diploma).
• Finance industry knowledge.
• Strong customer service skills.
• Experience with Microsoft Office Products.
• Excellent problem solving, thinking, and troubleshooting skills.
• Excellent verbal communication and writing skills.
• Excellent attention to detail and organizational skills.
• Strong teamwork, along with interpersonal skills.
• Ability to work independently with minimal supervision.
• Ability to handle multiple high-priority demands, competing priorities and multiple-tasks in a fast paced environment.
• Strong presentation skills.

Nice To Haves

• MS Access/Excel knowledge preferred.

Responsibilities

• Work with the IMO/BGA/NMO to be available as an individual they can rely upon when any matter is not proceeding as optimally expected and then proceeding to “own” the problem until situation is properly resolved to their satisfaction.
• Through strong relationship building, should be able to glean how the IMO perceives Corebridge when it comes to service products, quality, etc. The Account Relations Representative is directly responsible for effectively communicating feedback to leadership.
• Build strong working relationships with our Sales and Distribution teams, becoming the main point of contact for assigned distribution channels. This role further serves to foster an environment of collaboration and commitment to issue resolution.
• Work within and across organization boundaries to identify and resolve issues and remove any obstacles that may exist.
• Represent the key point of contact for Distribution and Sales team for questions, concerns, and escalated issues from Distribution, spanning Licensing and Contracting, Underwriting, New Business, and Customer Service.
• Maintain relationships with sales teams and distribution partners to ensure the communication channels are solid and that all parties are fully informed as needed in all applicable areas.
• Host key relationship calls and effectively educate IMO/BGA/NMOs and back office on best practices and resolutions for issues as they arise.
• Participate and present in KOP meetings and conferences.
• Serve as a subject matter expert (SME) in one or more areas of focus and be able to work on complex projects within LC&C.
• Holistic understanding of Licensing, Contracting and Commissions as well as Product knowledge.
• Coach, mentor and serve as a leader to colleagues to strengthen the team knowledge and skillset.
• Proactive engagement in reviewing processes and procedures for efficiencies and improvements.
• Utilize discretion and judgement to review each request while simultaneously balancing our controls and maintaining relationships in the process.
• Handle special requests in an expeditious manner, rushing cases forward as necessary to maintain best possible relationships.
• 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.

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
• Education Level: Associate degree