Retirement Plan Client Success Manager

American General Life Insurance Company; Houston (TX); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health and wellness benefits

401(k) match up to 6% + 3% company

PTO 24 days/year

Employee assistance program

Matching charitable donations

Job summary

Corebridge Financial in Houston, TX is seeking a Senior Retirement Plan Administrator to manage administrative operations, client relationships, and reporting for large retirement plans. You will partner with clients and internal teams to drive efficient plan operations and implement process improvements while upholding regulatory standards.

The role emphasizes analysis, client communication, and collaboration with cross-functional teams in a hybrid work environment.

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.

Responsibilities

• Build and maintain strong client relationships with a passion for delivering excellent customer service.
• Navigate complex organizations to solve problems and drive outcomes.
• 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.
• Coordinate client requests and oversee problem resolution while communicating updates effectively.
• Monitor activity metrics such as transaction volumes, call volumes, NPS, and service levels, reporting insights to 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 and service enhancements.
• Ensure compliance with regulations and industry best practices.

Skills

Retirement plan administration

Analytical thinking

Verbal and written communication

Presentation skills

Data analysis

Excel

Autonomy

Navigating complex organizations

Education

Bachelor’s degree or equivalent relevant experience

Job description

Corebridge Financial in Houston, TX is seeking a Senior Retirement Plan Administrator to manage administrative operations, client relationships, and reporting for large retirement plans. You will partner with clients and internal teams to drive efficient plan operations and implement process improvements while upholding regulatory standards.

The role emphasizes analysis, client communication, and collaboration with cross-functional teams in a hybrid work environment.