Hybrid Retirement Plans Account Manager

Corebridge; Houston (TX); Híbrido; USD 75.000 - 110.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

401(k) matching

PTO

Health insurance

Wellness program

Employee assistance program

Volunteer time off

Matching charitable donations

Descripción de la vacante

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

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Analytical thinking

Communication skills

Data driven

Excel proficiency

Relationship building

Autonomy

Educación

Bachelor’s degree or equivalent

Herramientas

CRM software

Descripción del empleo

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