Sr. Implementation Consultant
Corebridge Financial · Houston, United States · 2mo ago
Who We Are
At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow.
We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:
- We are stronger as one: We collaborate across the enterprise, scale what works and actdecisively for our customers and partners.
- We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders.
- We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future.
- We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work.
Who we are
Corebridge Financial helps people make some of the most meaningful decisions they’re ever going to make. We help them plan and take action to protect the future they envision, and respond to some of life’s most difficult moments through the solutions and services we provide. We do this through our broad portfolio of life insurance, retirement and institutional products, offered through an extensive, multichannel distribution network. We provide solutions for a brighter future through our client centered service, breadth of product expertise, deep distribution relationships, and outstanding team of hardworking and passionate employees.
Corebridge Financial is in the business of helping people achieve a secure and fulfilling retirement. We support our customers in reaching their financial goals, providing them the freedom and peace of mind to enjoy their retirement years. We call this being FutureFIT. This approach helps our customers take control of their financial wellness, helping millions of people plan and save for their goals. With the combined strength and wealth of products of Corebridge Financial and member companies, you can apply your financial planning skills to make a real difference in the lives of people who need your help.
About the role
As a Senior Implementation Consultant you will join the Implementation Services New Business department and be responsible for the onboarding of new plans, transfer plans and internal conversions. You will get to lead all elements of implementation events and tasks that include scope analysis and coordination with multiple internal and external parties. Be a proactive and strategic consultant to our partners by communicating the implementation plan, including key objectives and solutions, scheduling, tracking and reporting to all parties. Best of all you will become the primary resource for subject matter expertise on retirement plans and the implementation processes. As an influencer at Corebridge Financial, people come to you as a “go-to” source for help and support because of your deep knowledge and expertise. As a more experienced team member, you are capable of driving continual improvement and impacting the way that things get done. Because of your influence, whether direct or indirect, we are able to deliver powerful outcomes for our clients.
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.
Skills and Qualification
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.
Successful completion of relevant professional designation preferred (i.e. CEBS, ASPA); but not required.
Work Location
This position is based in Corebridge Financial’s Houston, TX office and is subject to our hybrid working policy, which gives colleagues the benefits of working both in an office and remotely.
#LI-ST1 #HYBRID
Why Corebridge?
At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive.
Benefit Offerings Include:
- 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.
Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy.
We are an Equal Opportunity Employer
Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives.
Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs.If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to TalentandInclusion@corebridgefinancial.com.Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law.
We will consider for employment qualified applicants with criminal histories, consistent with applicable law.
To learn more please visit: www.corebridgefinancial.com
Functional Area:
OP - OperationsEstimated Travel Percentage (%): Up to 25%Relocation Provided: NoAmerican General Life Insurance Company