Focus Firm Relationship Manager
About The Position
As a Focus Firm Relationship Manager, you will support Key Premier and Elite 1 Focus Firm Back Office Relationships. The Service Relationship Management team is designed to bring consistency and continuity in handling service issues, exceptions, and escalations. We want to hear from you if you can Review, research and evaluate customer/firm issues Handle complex service-related problems in a timely manner Work within SRM guidelines to responsiveness of cases Working directly with Focus Firms on projects, initiatives, errors, and escalations. Attend and facilitate in person and virtual firm meeting and conferences. Facilitate change within Corebridge and the firm to improve and streamline business. Proactive Communication of changes/issues Responsible for Firm and OMR scorecards Sharing results & opportunities for improvement Ensure departments are adhering to firm rules Relationship build with focus firms, business units, intercompany service departments, Strategic Accounts, Internal/External Wholesalers and Financial Advisors Facilitate exception reviews Develop resolution recommendations
Requirements
- 5+ years combined experience with Annuities and/or Relationship Management
- Knowledge of fixed, index and variable products and processes
- Strong negotiation skills
- Strong written and verbal communication
- Strong interpersonal skills with high energy level
- Proven track record of problem solving skills
- Passionate about customer service
- Attention to detail, accuracy and quality
- Ability to work with Senior Management across business lines without supervision
- Strong team player
- Enjoys fast paced environment
- Attendance and performance must be in good standing
Responsibilities
- Review, research and evaluate customer/firm issues
- Handle complex service-related problems in a timely manner
- Work within SRM guidelines to responsiveness of cases
- Working directly with Focus Firms on projects, initiatives, errors, and escalations.
- Attend and facilitate in person and virtual firm meeting and conferences.
- Facilitate change within Corebridge and the firm to improve and streamline business.
- Proactive Communication of changes/issues
- Responsible for Firm and OMR scorecards
- Sharing results & opportunities for improvement
- Ensure departments are adhering to firm rules
- Relationship build with focus firms, business units, intercompany service departments, Strategic Accounts, Internal/External Wholesalers and Financial Advisors
- Facilitate exception reviews
- Develop resolution recommendations
Benefits
- 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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
