Account Manager

corebridgefinancial; Houston (TX); On-site; USD 68,000 - 80,000; Full time

Job summary

Corebridge Financial is hiring for a role focused on administrative management, sales and retention support, and plan-level monitoring. You will partner with clients and internal teams to drive efficient plan operations and implement process improvements across complex retirement plans.

The role requires 4+ years in retirement plan administration, strong analytical and communication skills, and the ability to prioritize multiple tasks in a fast-paced environment.

Qualifications

• Bachelor's degree or equivalent required.
• 4+ years of retirement plan administration experience.
• QKA, QKS, or QKC preferred.
• Strong analytical thinking & problem solving.
• Excellent verbal and written communication skills.
• Data-driven with ability to review dashboards and present insights.
• Ability to prioritize multiple tasks in a fast-paced environment.

Responsibilities

• Build and maintain strong client relationships with a passion for delivering excellent customer service.
• Navigate complex organizations with an entrepreneurial can-do attitude to solve problems.
• Manage administrative management for group retirement plans and sponsor requests.
• Research and deliver plan-related insights and updates to group clients.
• Handle diverse retirement plans, including complex cases with exceptions.
• Coordinate client requests, oversee problem resolution, and communicate updates.
• Monitor activity metrics and share insights with plan sponsors.
• Collaborate with relationship managers on sales and retention efforts.
• Foster partnerships with operations to align on objectives.
• Conduct operational reviews focusing on performance and service improvements.
• Ensure compliance with regulations and best practices.

Skills

Client relationships

Analytical thinking

Communication skills

Problem solving

Autonomy

Data-driven

Education

Bachelor's degree

QKA/QKS/QKC preferred

Tools

Excel

Data dashboards

Job description

Who We Are

At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow.

Values

• We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
• We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders.
• We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future.
• We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work.

Who You’ll Work With

For nearly 60 years, we've helped millions of Americans turn their vision for retirement into reality. That's why so many plan sponsors and plan participants continue to place their trust in us year after year. The average length of our relationships with plan sponsors is approximately 28 years, and roughly three in ten in-plan individual clients have been with us for more than 20 years. We are a leading retirement plan provider for K-12 schools, healthcare, government, higher education and other not-for-profit institutions. Through our strong partnerships with plan sponsors and consultants, a dedicated financial advisor network, and innovative technology solutions and tools, we make retirement planning easy and accessible and help people turn their financial dreams into realities.

About The Role

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.

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.
• 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.

Skills and Qualifications

• Bachelor's degree or equivalent relevant experience.
• 4+ years of retirement plan administration experience with understanding defined contribution plans and pension plan types.
• QKA, QKS, or QKC preferred.
• 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.

Compensation

The anticipated salary range for this position is $68,000.00 to $80,000.00 at the commencement of employment. Not all candidates will be eligible for the upper end of the salary range. The actual compensation offered will ultimately be dependent on multiple fa