Life Case Relationship Manager
Corebridge Financial
Houston, TX
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:
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.
Who You’ll Work With
For nearly 60 years, we’ve helped millions of Americans turn their vision for retirement into reality. That’s why so many plan sponsors and plan participants continue to place their trust in us year after year. The average length of our relationships with plan sponsors is approximately 28 years, and roughly three in ten in-plan individual clients have been with us for more than 20 years. We are a leading retirement plan provider for K-12 schools, healthcare, government, higher education and other not-for-profit institutions. Through our strong partnerships with plan sponsors and consultants, a dedicated financial advisor network, and innovative technology solutions and tools, we make retirement planning easy and accessible and help people turn their financial dreams into realities.
About The Role
This team member ensures all service level agreements and targets are achieved for assigned agencies, accounts and corresponding cases on a daily basis. They are responsible for supporting business strategies which bring alignment with the planned operational experience for the assigned distribution partner. They coordinate across internal teams for escalated case level or trending operational issues. Finally, the Case Relationship Manger maintains frequent communication with external key relationships to resolve case escalations, discuss operational trends, build and manage relationships
Responsibilities
- Maintain customer experience optimization by way of solving problems, managing internal and external communications, and driving to specific outcomes relating to each account assigned.
- Independently manages key agency customers’ books of business to identify internal and external actions required to meet specific customer needs.
- Represents the business to UW, L&C, New Business & Sales colleagues. Drive the team to specific outcomes relating to their accounts, customers, and book of business.
- Proactively manages metrics for each assigned relationship, identifying trends for ‘at risk’ business and or relationships.
- Proactively shares home office changes and identify and preparing for agency changes which impact home office operations.
Please note this is not an exhaustive list of all responsibilities of the position, and the requirements of the job may change in line with business needs.
Skills and Qualifications
- Knowledge of Case Management principles & strategies, our products & operational and business processes, as well as service management ideals.
- Leadership skills to lead and influence without direct authority
- Strong communication and interpersonal skills, with a demonstrated ability to work across customer groups, business functions and teams that are geographically dispersed. Able to deal with difficult and challenging situations.
- 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 and web platforms
Work Location
This position is based in Corebridge Financial’s Houston, TX office.
Estimated Travel
Minimal travel.
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:
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
We will consider for employment qualified applicants with criminal histories, consistent with applicable law.
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 - Operations
Estimated Travel Percentage (%): Up to 25%
Relocation Provided: No
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