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Corebridge Financial · 19 hours ago

Implementation Consultant

Houston, TX

Full-time

Hybrid

Senior Level

5+ years exp

Corebridge Financial is a leading retirement plan provider that partners with financial professionals to enhance the financial lives of individuals. As an Implementation Consultant, you will be responsible for onboarding new plans and managing implementation events, ensuring effective communication and coordination between various stakeholders.

Financial ServicesInsuranceLife Insurance

Responsibilities

Consult internal/external customers on timing for implementation milestones/activities

Analyze and effectively communicate broader operations aspects to help influence decisions across departments for services being implemented

Work closely with the assigned Relationship Manager, Account Manager, and various internal business partners to ensure a smooth transition at the end of the project

Lead project kick-off related meetings and facilitate regularly scheduled weekly meetings with the plan sponsor, executive sales team, outside consultants, TPAs, vendors, and our internal subject matter experts

Provide consultative solutions for best practices and ensure details are understood so that our administrative processes and systems are established appropriately to include but not limited to plan design details that affect pricing, eligibility, data exchanges, contracts, and transactional processing

Develop, communicate, maintain, and manage detailed project plans, timelines 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 timely resolve 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

Contribute to plans to improve customer satisfaction and overall quality

Identify out of scope services and escalate as needed to ensure all services included in pricing are approved documented

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

Model Customer Service Excellence within Implementation

Assist in identifying training needs and “lessons learned” within the team

Contribute to capital projects initiatives as needed

Qualification

Retirement plans knowledgeProject managementData analysisCommunication skillsProfessional designationProblem-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

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.