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Corebridge Financial · 1 day ago

Sr. Implementation Consultant

Houston, TX

Full-time

Hybrid

Senior Level

5+ years exp

Corebridge Financial is dedicated to helping people achieve a secure retirement through a variety of financial solutions. The Senior Implementation Consultant will be responsible for onboarding new plans and ensuring smooth transitions while providing strategic consultation and subject matter expertise in retirement plans.

Financial ServicesInsuranceLife Insurance

Hiring Manager

Sammi Tang

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 AnalysisCommunication SkillsProblem-SolvingProfessional DesignationCustomer Service ExcellenceTeam Collaboration

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

Ability to travel on occasion as needed

Preferred

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

Benefits

Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.

Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.

Employee Assistance Program: Confidential counseling services and resources are available to all employees.

Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.

Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.

Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.