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Corebridge Financial · 21 hours ago

Senior Implementation Consultant

Houston, TX

Full-time

Hybrid

Senior Level

5+ years exp

Corebridge Financial helps people make meaningful decisions through a broad portfolio of financial products and services. In this role, you will be responsible for onboarding new plans, leading implementation events, and serving as a subject matter expert on retirement plans, ensuring successful project execution and customer satisfaction.

Financial ServicesInsuranceLife Insurance

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

Qualification

Retirement Plans KnowledgeProject ManagementData AnalysisProfessional Designation CEBSProfessional Designation ASPACustomer Service ExcellenceCommunication SkillsProblem-Solving

Required

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

Preferred

Successful completion of relevant professional designation preferred (i.e. CEBS, ASPA); but not required

Benefits

Paid Time Off (Corebridge Financial recognizes the importance of work life balance). We offer 24 PTO days to start. YES, 24! And 18 paid holidays.

A 401(k) Retirement Plan which will be HARD TO BEAT. Our 401K - $1 for $1 match up to 6% with immediate vesting, plus Corebridge Financial automatically contributes an additional 3% into your 401K regardless of if you enroll or not.

Our “Giving Back” policy is at the core of our daily operations and guides our future progress. Don’t believe us? We put our money where our mouth is! Corebridge Financial, will give you up to 16 hours a year paid time off to volunteer in the community.