District Office Coordinator

American General Life Insurance Company; Village of Williamsville (NY); On-site; USD 45,000 - 55,000; Full time

Benefits offered by this job

Health insurance

401(k) matching

Employee assistance program

Volunteer time off

Paid time off

Job summary

Corebridge Financial in Williamsville, NY is seeking a District Office Coordinator to provide administrative and operational support to the Division Vice President, manage office logistics, and coordinate schedules and reporting.

You will ensure client satisfaction through responsive communication, clarity of policy guidance, and diligent record-keeping. This in-person role offers opportunities to contribute across the division while developing organizational and CRM skills.

Qualifications

• HS Diploma or GED required; bachelor’s degree preferred.
• 2+ years of administrative experience.
• Proficiency with MS Office including Excel and PowerPoint.
• Experience with CRM/Salesforce software.
• Experience in or interest in the Financial Services industry.

Responsibilities

• Support Division Vice President(s) with correspondence, presentation materials, and other administrative functions.
• Manage day-to-day operations of the division office, including mail, supplies, and sales literature.
• Manage the Division Vice President’s schedule and make appropriate travel arrangements.
• Maintain Division compliance files and logs.
• Prepare and process the Division Vice President’s expense reports.
• Create and distribute statistical reports tracking financial professionals’ progress on assigned goals.
• Provide loyalty-building service to clients by answering incoming phone calls/requests/emails.
• Communicate policy information and company procedures effectively to all clients.
• This position will not perform selling duties or advise clients.

Skills

MS Office

Excel

PowerPoint

Communication skills

Confidentiality

Multi-tasking

CRM/Salesforce

Administrative experience

Financial services industry

Education

HS Diploma or GED

Bachelor's degree preferred

Tools

CRM/Salesforce

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. 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.

About The Role

The District Office Coordinator will provide administrative and operational support to the Division Vice President, manage office logistics, and coordinate schedules and reporting. Also, the role will ensure client satisfaction through responsive communication and clear policy guidance. This position is in-person. 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.

Responsibilities

• Support Division Vice President(s) with correspondence, presentation materials, and other administrative functions
• Manage day-to-day operations of the division office, including mail, supplies, and sales literature
• Manage the Division Vice President’s schedule and make appropriate travel arrangements
• Maintain Division compliance files and logs
• Prepare and process the Division Vice President’s expense reports
• Create and distribute statistical reports tracking financial professionals’ progress on assigned goals
• Provide loyalty-building service to clients by answering incoming phone calls/requests/emails
• Communicate policy information and company procedures effectively to all clients
• This position will not perform selling duties or advise clients

Skills and Qualifications

• Action oriented, high energy, personable, empathetic, demeanor with the desire to help our clients
• Proficiency with MS Office including Excel and PowerPoint
• An individual with a HS Diploma or GED required; bachelor’s degree preferred
• 2+ years of administrative experience
• Ability to handle multiple tasks and projects simultaneously
• Excellent communication skills and organizational skills
• Must maintain a high degree of confidentiality
• Experience with CRM/Salesforce software
• Experience in or interest in the Financial Services industry

Work Location

This position is based in Corebridge Financial’s Williamsville, NY office.

Compensation

The base salary range for this position is $45,000-$55,000, and the position is eligible for a bonus in accordance with the terms of the applicable incentive plan.

Estimated Travel

May include up to 25% travel.

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.
• 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.

Equal Opportunity & Inclusion

We are an Equal Opportunity Employer Corebridge 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.

Additional Information

Functional Area: AS - Administrative Support

Estimated Travel Percentage (%): No Travel

Relocation Provided: No American General Life Insurance Company

Thank you for your interest in careers at Corebridge Financial and creating a user account on our Careers site. This page will allow you to check the status of your application(s), update your contact information, and receive important updates and materials related to your application(s). Corebridge Financial makes it possible for more people to take action in their financial lives. Corebridge is one of the largest providers of retirement solutions and insurance products in the United States. We proudly partner with financial professionals and institutions to help individuals plan, save for and achieve secure financial futures. For more information, visit corebridgefinancial.com. Thank you for choosing to join our team. For more information, visit www.corebridgefinancial.com.