Account Manager

Corebridge; Houston (TX); Hybrid; USD 75,000 - 110,000; Full time

Benefits offered by this job

401(k) matching

PTO

Health insurance

Wellness program

Employee assistance program

Volunteer time off

Matching charitable donations

Job summary

Corebridge Financial in Houston, TX, seeks an experienced retirement plan administrator to manage client relationships, oversee plan operations, and support sales and retention efforts across assigned plans. You will coordinate with internal teams, analyze plan activity, ensure timely sponsor requests, and drive process improvements while complying with regulations.

This hybrid role offers collaboration with offices in Houston and Amarillo and opportunities to grow with a national retirement

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.
• 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.
• Autonomy: Ability to independently prioritize multiple deliverables in a fast-paced, dynamic environment.

Responsibilities

• Build and maintain strong client relationships with a passion for delivering excellent customer service.
• Navigate complex organizations to solve problems and get things done.
• Manage administrative management for group retirement plans, ensuring timely and accurate sponsor 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 and customized documents.
• Coordinate client requests, oversee problem resolution, implement retirement plan changes, and communicate updates effectively.
• Monitor transaction volumes, call volumes, NPS, service levels, and timely fee administration, sharing insights with plan sponsors.
• Collaborate with relationship managers to support sales and retention through planning and reviews.
• Foster partnerships with operations teams to align efforts and achieve objectives.
• Conduct operational reviews focusing on performance improvements and service enhancements.
• Ensure compliance with regulations and industry best practices.

Skills

Analytical thinking

Communication skills

Data driven

Excel proficiency

Relationship building

Autonomy

Education

Bachelor’s degree or equivalent

Tools

CRM software

Job description

Who We AreAt 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.We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: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 WithFor 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 RoleThe 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.ResponsibilitiesBuild 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 QualificationsBachelor’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.Work LocationThis position is based in Corebridge Financial’s Houston, TX and Amarillo, TX offices and is subject to our hybrid working policy, which gives colleagues the benefits of working both in an office and remotely.Estimated TravelMinimal travel#LI-ST1 #HYBRIDWhy Corebridge?At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive.Benefit Offerings Include: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.Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy.We are an Equal Opportunity EmployerCorebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives.Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to [e-mail] . Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law.We will consider for employment qualified applicants with criminal histories, consistent with applicable law.To learn more please visit: www.corebridgefinancial.comFunctional Area:OP - OperationsEstimated Travel Percentage (%): No TravelRelocation Provided: NoAmerican General Life Insurance Company