VP, Case Relationship Management

Corebridge Financial•Houston, TX

7d•Onsite

About The Position

The position will help to transform the way Operations interacts with key partner firms and agencies who sell Life insurance products with Corebridge Financial. Additionally, this leader will work across all Life, Sales, and Operations teams to transform the customer experience for these key partners. Corebridge maintains a significant presence with key Multi Level Marketers (MLMs), Independent Marketing Organizations (IMOs), and Brokerage firms that sell Life and Annuities. Coordination with our Sales leadership teams, Strategic Accounts, and Internal Sales will be critical within this role. Knowledge of the Life Insurance Distribution models and Life products will be essential. The VP of Case Relationship Management will report to the Head of Life New Business

Requirements

Experience redesigning processes and procedures common to Life Insurance Operations to achieve increased productivity
Experience with systems and vendors common to Life Insurance Operations
Deep knowledge of Life operations processes and common business rules across New Business, Licensing & Commissions, Inforce, Call Center, and Claims. Annuities knowledge is helpful.
Deep understanding of workflow systems for insurance operations and experience optimizing workflows with the intent to build automated reporting and implement technology enhancements
Demonstrated track record of delivering exceptional results and excellent problem-solving skills. Experience implementing field service management and expertise in the applications, streamlining processes, and use of analytical data to improve efficiency
Excellent communication skills: Possess the ability to communicate effectively with subject matter experts on the ground while simultaneously able to summarize and provide high level direction to executive management
Strong interpersonal skills: ability to negotiate, influence, and engage with key stakeholders to drive business success/outcomes through strategic leadership and change management

Responsibilities

Collaboration with Sales, Service, and Product on a more effective model for the Relationship Management function
Develop and launch a concierge service model for key partner firms and help define the support model for all other partners
Establish and maintain strong working relationships with key partner firms/agencies, attending meetings, conferences, etc. as needed
Responsibility for communication to internal/external Sales and key partner firms on Life Ops service issues and accomplishments
The VP will take on the responsibilities of the CRM (Case Relationship Management) team and managing the Concierge support model rollout and will subsequently be charged with leading a redesign effort for the current CRM organization. The overall guiding principle will be to focus the group on continuing to provide white glove service for our top firms and agencies partners and handling of complex escalations and exceptions, while re-routing simple inquiries which will eliminating noise and bring speed to the process.
The redesign will include collaboration across New Business, Licensing, Contracting & Commissions, Customer Advocacy Team (CAT), Underwriting, Vendor Relations, etc.
They will prioritize clear, frequent, and action driven communication with Sales, Underwriting, eSubmissions, Vendor Relations, Life leadership, key firms, etc.

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.

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