Corebridge Financial

Associate Director, Case Relationship Management

Corebridge Financial  •  Houston, TX (Remote)  •  2 hours ago
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Job Description

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 You'll Work With

Financial security brings the confidence of knowing your family is protected. By including life insurance as part of a holistic financial plan, individuals and families can be prepared for the unexpected. Our life insurance products help ensure our policyholders' loved ones are ready for the future.

We take pride in knowing our policyholders trust us to provide valuable protection for themselves and their family. With a broad portfolio of products and solutions, distributed through a multichannel network built on a wide range of long-standing relationships, we empower our distribution partners with the insights and resources to help their clients take action in their financial lives.

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.

Responsibilities:

This team member manages a team or teams of 7-12 Case Relationship Managers ensuring all service level agreements and targets are achieved for assigned agencies, accounts and corresponding cases daily.They are responsible for executing business strategies to ensure alignment with the planned operational experience for each distribution partner. Coordinate across internal teams for escalated case level or trending operational issues.Maintain frequent communication with external key relationships to resolve case escalations, discuss operational trends, build and manage relationships. Periodically review processes and skill assessment within the team to identify potential process and technical improvements.

  • Proactively manages Case Relationship Manager teams maintaining awareness of metrics for each relationship assigned to each CRM, identifying trends for ‘at risk’ business and relationships.

  • Maintain customer experience optimization by way of solving problems, managing internal and external communications, and driving to specific outcomes relating to each account assigned to CM/ARR.

  • Plans, manages and evaluates work of staff, as well as make decisions regarding pay, performance management, employment and staffing.Enforces compliance with company policies and effect disciplinary measures on violations

  • Proactively maintains alignment of business and Distribution Services strategies with other key business functions such as Sales and Marketing, Information Technology, UW, LC&C and Operations.

  • Manage and champion team and individual engagement, as well as leadership and personal development.

  • Evaluates and recommends changes to Distribution Services operational methods and procedures; develops, recommends and implements new procedures to improve unit operations focusing on relationship drivers and near-term goals ensuring operational experiences are aligned with expectation.

Skillsand Qualifications

  • Strong leadership skills to lead and influence without direct authority.

  • Strong communication and interpersonal skills, with a demonstrated ability to work across distribution channels and customer groups, business functions and teams that are geographically dispersed. Able to deal with difficult and challenging situations.

  • 3+ years of demonstrated ability to lead, motivate and gain commitment and trust from direct reports & colleagues to develop high performing teams.

  • Hands-on collaborative style of working with groups up to 10 is essential.

  • Proficient knowledge and understanding of life insurance distribution (multiple channels) processes.

  • Thorough knowledge of Distribution Services principles & strategies, all Life products, Operational and business processes preferred.Understands vendor fulfillment and submission processes

  • Ability to navigate a complex organization structure to locate information and solve problems based on varying levels of urgency and priority.

  • Working knowledge of Microsoft Office and other systems and/or software used for policy administration, communication, , spread sheeting, web platforms, and other enabling tools critical to successfully leading a team

  • Bachelor's degree or equivalent years of work experience.

Compensation

Not all candidates will be eligible for the upper end of the salary range. The actual compensation offered will ultimately be dependent on multiple factors, which may include the candidate’s geographic location, skills, experience and other qualifications.

In addition, the position is eligible for a discretionary bonus in accordance with the terms of the applicable incentive plan.

Corebridge also offers a range of competitive benefits as part of the total compensation package, as detailed below.

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.

Estimated Travel:

Up to 25% annually

#LI-RL1 #LI-SAFG #LI-Hybrid #LI-Remote

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.comReasonable 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

Corebridge Financial

About Corebridge Financial

Corebridge Financial is one of the largest and most established providers of retirement solutions and life insurance products in the United States, with a long and proven track record of serving our clients. At Corebridge, we proudly partner with financial professionals and institutions to help make it possible for more people to take action in their financial lives – for today and tomorrow.

A diversified portfolio across our four core businesses—Individual Retirement, Retirement Services, Life Insurance and Institutional Markets—enables us to help drive positive outcomes for those we serve, maximize growth opportunities and manage risk.

Products and services are written or provided by wholly owned subsidiaries of Corebridge Financial, Inc.

Social Media Policy: https://www.corebridgefinancial.com/social-media-policy

Industry
Finance & Insurance
Company Size
5,001-10,000 employees
Headquarters
Houston, Texas
Year Founded
Unknown
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