Corebridge Financial · 4 days ago
Third Party Administration Account Manager
Corebridge Financial is a leading provider in the retirement planning sector, partnering with financial professionals to help people take action in their financial lives. The Third Party Administration Account Manager will manage administrative functions, support sales and retention efforts, and ensure operational excellence for assigned retirement plans.
Financial ServicesInsuranceLife Insurance
Responsibilities
Build and maintain strong client relationships with a passion for delivering excellent customer service
Have a ‘can do’ and an entrepreneurial spirit to solve problems and ‘get things done’ navigating through complex organizations
Manage administrative management for group client retirement plans, ensuring timely and accurate plan sponsors’ requests
Research and deliver plan- related insights and updates to group clients regarding plan activity and operations
Handle a diverse portfolio of retirement plans, including complex cases such as controlled group and customized plan documents with special exceptions and provisions
Coordinate client requests, oversee problem resolution, implement retirement plan changes, and communicate updates effectively
Regularly monitor strategic group activity such as transaction volumes, call volumes, NPS, service level guarantees, and timely fee administration, sharing insights with plan sponsors
Collaborate with relationship managers to support sales and retention efforts through business planning, quarterly and annual plan reviews, RFPs/finalist presentations, regular cadence client meetings, and ad hoc client meetings
Foster partnerships with operations teams to align efforts and achieve common objectives
Conduct operational reviews with clients with a focus on performance, identifying areas for improvement, and service enhancements
Ensure compliance with regulations and industry best practices
Qualification
Required
Bachelor's degree or equivalent relevant experience
Must have relevant experience working at or with TPAs
4+ years of retirement plan administration experience with understanding defined contribution plans and pension plan types
Strong analytical thinking & problem solver: ability to breakdown complex issues into smaller addressable solutions; can take a strategic point of view in formulating actions and solutions
Excellent verbal and written communication skills: clearly articulate client facing executive plans and responses. Strong presentation skills
Data-driven - ability to review data dashboards and reports, identify trends and translate it to meaningful client insights. Excel expertise and ability to present data in a client-facing manner
Influence: ability to build relationships with confidence, creating dependability and trust. Exude confidence and executive presence in client meetings
Autonomy: Ability to independently prioritize multiple deliverables in a fast-paced, dynamic environment
Preferred
QKA, QKS, or QKC preferred
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.
Company
Corebridge Financial
Corebridge Financial is a providers of retirement solutions and insurance products. It is a sub-organization of AIG.
Funding
Current Stage
Public CompanyTotal Funding
$10.25BKey Investors
Nippon Life Insurance Company of Japan
2025-11-04Post Ipo Secondary· $1B
2025-08-06Post Ipo Secondary· $1B
2024-11-07Post Ipo Secondary· $936M
Leadership Team
Recent News
2026-01-07
2025-12-02
Company data provided by crunchbase