Senior Implementation Consultant
Corebridge Financial
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 act decisively 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.
- 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.
- Support ongoing maintenance activities for existing plans, including coordinating and implementing investment changes and updates to plan design and service features.
- Manage contract extensions and administrative fee changes by coordinating required reviews, approvals, documentation, system updates, and client communications.
- Coach and mentor Implementation Consultants to create capacity and efficiency within department.
- 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.
- Successful completion of relevant professional designation preferred (i.e. CEBS, ASPA); but not required.
- 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.
Vacancy posted 3 days ago
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