Corebridge Financial

Corebridge Financial

Associate Director, Case Relationship Management

TX-Houston · Director

Sponsorship not specifiedDetected 8 days ago
CRMPerformance ManagementLeadershipCommunicationMicrosoft Office

About the role

  • Who You'll Work With Financial security brings the confidence of knowing your family is protected.
  • 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.

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.
  • Maintain frequent communication with external key relationships to resolve case escalations, discuss operational trends, build and manage relationships.
  • 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.
  • 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.
  • Strong leadership skills to lead and influence without direct authority.

Nice to have

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

Skills

  • Hands-on collaborative style of working with groups up to 10 is essential.
  • Proficient knowledge and understanding of life insurance distribution (multiple channels) processes.
  • 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.
  • 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).
  • Up to 25% annually

Benefits

  • By including life insurance as part of a holistic financial plan, individuals and families can be prepared for the unexpected.
  • We do this through our broad portfolio of life insurance, retirement, and institutional products, offered through an extensive, multichannel distribution network.

Company info

  • 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.
  • 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 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.
  • 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 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.
  • American General Life Insurance Company

Visa & Work Authorization

  • The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status

This listing is sourced directly from Corebridge Financial's careers page and normalized into a canonical job model.