Executive Relationship Manager

Corebridge Financial • Greensboro, NC

3d • Remote

About The Position

The Executive Relationship Manager at Corebridge Financial, plays a significant role in client retention by developing and maintaining close, positive client relationships through proactive communication, situational analysis, and information sharing with our most strategically important plans

Requirements

• 10+ years of experience in areas of benefits design, compliance and implementation with appropriate designation (i.e. CEBS, ASPA, etc.)
• FINRA Series 6 and 63 required or appropriate FINRA/state insurance licenses preferred
• Pension experience preferred
• Bachelor’s degree in business, Finance or another related field.
• Must demonstrate thorough knowledge of ERISA and succeeding legislation governing qualified pension plan types.
• Recognized ability to deliver excellent customer service and customer retention
• Demonstrated ability to continually meet and exceed Plan Sponsor and Participant goals
• Ability to manage multiple institutional client relationships independently
• Develop institutional client case studies and client references yearly
• Demonstrate effectiveness in dealing with client organizations, especially top management
• Excellent oral and written communications skills including the ability to build and deliver presentations on complex information

Nice To Haves

• FINRA Series 6 and 63 required or appropriate FINRA/state insurance licenses preferred
• Pension experience preferred

Responsibilities

• Maintain and enhance existing client book of business
• Be the strategic point of contact for the client and client's consultant and administrative support partners
• Provide a high level of consistent responsiveness for requests from the client and their partners
• Identify solutions to improve plan administration and overall participant experience
• Develop relationships with the client key influencers and decision makers to better understand client needs and their business
• Collaborate across the enterprise with internal partners and SMEs to provide the client with solutions that best meet their needs
• Proactively deliver scheduled plan reviews utilizing data to impact outcomes and showcase value add
• Be a Corebridge ambassador during interactions with consultants and clients during committee meetings, presentations, etc.
• Add value as the client advocate by sharing client knowledge, goals and insights during internal meetings such as remediations and implementations to ensure best outcomes
• Lead an integrated team for a one Corebridge client experience with a focus on customer satisfaction and service excellence
• Create and execute strategic client plans with a focus on creative solutioning to decrease risks and identify opportunities
• Partner with Consultant Relations to strengthen client through consultant sentiment
• Support new business opportunities by partnering with the Business Development team

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: Mid Level
• Number of Employees: 5,001-10,000 employees