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Corebridge Financial · 2 days ago

Implementation Consultant

Houston, TX

Full-time

Hybrid

Senior Level

5+ years exp

Corebridge Financial helps people make meaningful decisions regarding their future through a broad portfolio of life insurance and retirement products. The Implementation Consultant will be responsible for onboarding new plans and managing implementation events, serving as a strategic consultant to partners and ensuring smooth transitions during projects.

Financial ServicesInsuranceLife Insurance

Responsibilities

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 project kick-off related meetings and facilitate regularly scheduled meetings with the plan sponsor, consultants, executive sales team, TPA’s, vendors and internal subject matter experts

Provide consultative solutions for AIG Retirement Services best practices and ensure details are understood so that our administrative processes and systems 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 manage the detailed project plan, timeline for account implementation projects and ensure deadlines, milestones and success criteria are met or exceeded through timely coordination and communication of the details necessary to complete an account implementation project by the agreed upon effective date

Identify and manage 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 execute plans to improve customer satisfaction and overall quality. Identify out of scope services and escalate as needed to ensure all services are included in pricing

Must be proactive in managing issues by anticipating the outcome of the process and ensuring all necessary steps have been taken

Model and coach 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

Develop knowledge/content management strategy with accountability for maintenance of Implementation Tools and Reference Database

Qualification

Retirement plans knowledgeProject managementData analysisCommunication skillsCustomer service excellenceQuality reviewTraining facilitationContent management strategyProblem-solvingTeam collaboration

Required

Bachelor's degree in related field; or any combination of education and experience, which would provide an equivalent background

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.

Corebridge Financial, will give you up to 16 hours a year paid time off to volunteer in the community.