Retirement Plan Account Manager | Client Success & Insights

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

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.