Sr. Account Manager

Corebridge Financial • Houston, TX

8d • Hybrid

About The Position

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

Requirements

• Bachelor’s degree or equivalent relevant experience.
• 4+ years of retirement plan administration experience with understanding defined contribution plans and pension plan types.
• Strong analytical thinking & problem solver: ability to breakdown complex issues into smaller addressable solutions; can take a strategic point of view in formulating actions and solutions.
• Excellent verbal and written communication skills: clearly articulate client facing executive plans and responses.
• Strong presentation skills.
• Data-driven - ability to review data dashboards and reports, identify trends and translate it to meaningful client insights.
• Excel expertise and ability to present data in a client-facing manner.
• Influence: ability to build relationships with confidence, creating dependability and trust.
• Exude confidence and executive presence in client meetings.
• Autonomy: Ability to independently prioritize multiple deliverables in a fast-paced, dynamic environment.

Nice To Haves

• QKA, QKS, or QKC preferred.

Responsibilities

• Build and maintain strong client relationships with a passion for delivering excellent customer service.
• Have a ‘can do’ and an entrepreneurial spirit to solve problems and ‘get things done’ navigating through complex organizations.
• Manage administrative management for group client retirement plans, ensuring timely and accurate plan sponsors’ requests.
• Research and deliver plan- related insights and updates to group clients regarding plan activity and operations.
• Handle a diverse portfolio of retirement plans, including complex cases such as controlled group and customized plan documents with special exceptions and provisions.
• Coordinate client requests, oversee problem resolution, implement retirement plan changes, and communicate updates effectively.
• Regularly monitor strategic group activity such as transaction volumes, call volumes, NPS, service level guarantees, and timely fee administration, sharing insights with plan sponsors.
• Collaborate with relationship managers to support sales and retention efforts through business planning, quarterly and annual plan reviews, RFPs/finalist presentations, regular cadence client meetings, and ad hoc client meetings.
• Foster partnerships with operations teams to align efforts and achieve common objectives.
• Conduct operational reviews with clients with a focus on performance, identifying areas for improvement, and service enhancements.
• Ensure compliance with regulations and industry best practices.

Benefits

• Range of medical, dental and vision insurance plans
• Mental health support
• Wellness initiatives
• Retirement benefits options
• 401(k) Plan with 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
• Employee Assistance Program: Confidential counseling services and resources
• 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
• Paid Time Off (PTO) days: Eligible employees start off with at least 24 PTO days

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Associate degree