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:
Who we are
Corebridge Financial helps people make some of the most meaningful decisions they’re ever going to make. We help them plan and take action to protect the future they envision, and respond to some of life’s most difficult moments through the solutions and services we provide. We do this through our broad portfolio of life insurance, retirement and institutional products, offered through an extensive, multichannel distribution network. We provide solutions for a brighter future through our client centered service, breadth of product expertise, deep distribution relationships, and outstanding team of hardworking and passionate employees.
Corebridge Financial is in the business of helping people achieve a secure and fulfilling retirement. We support our customers in reaching their financial goals, providing them the freedom and peace of mind to enjoy their retirement years. We call this being FutureFIT. This approach helps our customers take control of their financial wellness, helping millions of people plan and save for their goals. With the combined strength and wealth of products of Corebridge Financial and member companies, you can apply your financial planning skills to make a real difference in the lives of people who need your help.
About the role
As a Senior Implementation Consultant you will join the Implementation Services New Business department and be responsible for the onboarding of new plans, transfer plans and internal conversions. You will get to lead all elements of implementation events and tasks that include scope analysis and coordination with multiple internal and external parties. Be a proactive and strategic consultant to our partners by communicating the implementation plan, including key objectives and solutions, scheduling, tracking and reporting to all parties. Best of all you will become the primary resource for subject matter expertise on retirement plans and the implementation processes. As an influencer at Corebridge Financial, people come to you as a “go-to” source for help and support because of your deep knowledge and expertise. As a more experienced team member, you are capable of driving continual improvement and impacting the way that things get done. Because of your influence, whether direct or indirect, we are able to deliver powerful outcomes for our clients.
Responsibilities
Provide consultation to internal/external customers on timing for implementation achievements.
Analyze and effectively communicate broader operations aspects to help influence decisions across departments for services being implemented.
Work closely with the assigned Relationship Manager, ongoing Account Manager and various internal business partners to ensure a smooth transition at the end of the project.
Attend Finalist and Kick-off related meetings and facilitate regularly scheduled meetings with the plan sponsor, executive sales team, TPA’s, vendors, and our internal subject matter authorities.
Provide consultative solutions for Corebridge Financial's standard methodologies and ensure details are understood so that our administrative processes and system(s) are established correctly to include but not limited to plan design details that affect pricing, eligibility, data exchanges, contracts, and transactional processing.
Develop, communicate, maintain and lead the detailed project plan, timeline for account implementation projects and ensure achievements and success criteria are met or exceeded through timely coordination and communication of the details vital to complete an account implementation project by the agreed upon effective date.
Identify and lead timely and effective resolution of any issues that surface during the handling of all assigned duties. Track and report implementation activity results in a “real time” fashion via internal Implementation databases and reporting tools.
Conduct lessons learned at the end of each implementation phase for continuous improvement purposes.
Develop and complete plans to improve customer satisfaction and overall quality.
Identify out of scope services and bring up as needed to ensure all services are included in pricing.
Must be proactive in handling issues by anticipating the outcome of the process and ensuring all vital steps have been taken.
Model and mentor others on Customer Service Excellence within Implementation.
Develop key strategies for retention and future business wins through the interactions with Implementations Services.
Identify gaps and facilitate training needs within the team.
Perform final quality review for all internal systems and external client facing systems for implementation related items.
Review and participate on RFP process for new business to identify potential solutions based on Implementations Service model and scope.
Develop knowledge/content management strategy with accountability for maintenance of Implementation Tools and Reference Database.
Coach and mentor Implementation Consultants to create capacity and efficiency within department.
Skills and Qualification
Bachelor’s degree in related field; or any combination of education and experience, which would provide an equivalent background.
Minimum 5+ years of related experience is required.
Extensive project management experience with solid knowledge of the various retirement plans and subsequent provisions.
Excellent communication skills, including verbal, written, interpersonal and presentation.
Proficient with computer software.
Ability to analyze data, identify root cause, and provide and/or develop an appropriate solution for resolution.
Proven experience handling multiple priorities.
Proactive problem-solving ability with solutions-oriented demeanor.
Ability to work independently within a team and make decisions while considering client requirements.
Ability to travel on occasion as needed.
Successful completion of relevant professional designation preferred (i.e. CEBS, ASPA); but not required.
Work Location
This position is based in Corebridge Financial’s Houston, TX office and is subject to our hybrid working policy, which gives colleagues the benefits of working both in an office and remotely.
This position is currently designated as remote.
#LI-ST1 #HYBRID #REMOTE
Why 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:
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.
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