Corebridge Financial

Associate Director, Case Relationship Management

Corebridge Financial$100K — $130K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Strong leadership skills to influence teams without direct authority.
  • Excellent communication and interpersonal skills to navigate challenges with diverse stakeholders.
  • Over 3 years of experience in leading and building high-performing teams.
  • Collaborative work style capable of engaging groups up to 10 members effectively.
  • In-depth knowledge of life insurance distribution processes across multiple channels.
  • Proficient in Distribution Services principles and operational methods.
  • Ability to manage complex organizational structures and solve problems efficiently.
  • Bachelor's degree or equivalent experience.

Responsibilities

  • Manage a team of Case Relationship Managers to meet SLA targets for assigned accounts.
  • Execute strategies to align operational experiences with distribution partners.
  • Coordinate internal teams to address escalated operational issues effectively.
  • Maintain strong communication with external partners for case escalations and operational insights.
  • Conduct regular reviews of team processes for improvements and skill assessments.
  • Drive team engagement and support individual development initiatives.
  • Evaluate and recommend enhancements to operational procedures focusing on key relationship drivers.

Benefits

  • Comprehensive health insurance including medical, dental, and vision plans.
  • Competitive retirement savings options with robust company matching contributions.
  • Access to an Employee Assistance Program for mental health support.
  • Charitable donation matching program up to $5,000.
  • 16 hours of paid volunteer time off each year.
  • Generous Paid Time Off (PTO) policy starting at 24 days annually.
Full Job Description
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.


Skills and 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

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.

Functional Area:

OP - Operations

Estimated Travel Percentage (%): Up to 25%

Relocation Provided: No

American General Life Insurance Company

About Corebridge Financial

Corebridge Financial, formerly AIG Life & Retirement, provides a diverse range of retirement planning, insurance, and financial solutions to help individuals and businesses financially prepare for the future. Their product suite includes annuities, life insurance, employer-sponsored retirement plans, and more to aid retirement readiness, protect assets, and manage risks. Corebridge believes financial security is possible for everyone through thoughtful education, planning, and purposeful action. They aim to move financial futures forward by making it easy for more people to take steps toward their goals today.

Corebridge Financial Careers

Joining Corebridge Financial presents an unparalleled opportunity to become part of a leading team of professionals dedicated to financial innovation and solutions. This is a pivotal time to engage with a company that values growth, leadership, and diversity in its workforce.

Explore Job Opportunities

Corebridge Financial offers a variety of job opportunities that cater to seasoned professionals and newcomers alike. Whether it's a position in management, finance, technology, or customer service, Corebridge Financial is actively hiring individuals who are passionate, driven, and ready to contribute to a thriving team.

Internship Programs

Kickstart a career in finance with Corebridge Financial’s internship programs. These opportunities are designed for individuals seeking to gain hands-on experience and develop essential skills in a real-world setting. Internships at Corebridge Financial are a gateway to full-time employment and offer a deep dive into the financial sector’s dynamic environment.

Professional Growth and Development

Corebridge Financial is committed to the professional growth of its employees. With comprehensive training programs and access to diverse career paths, employees can explore various facets of the financial industry. Leadership development and diversity training ensure that all team members are equipped for success and prepared to lead.

Benefits and Culture

The culture at Corebridge Financial is built on a foundation of innovation and inclusive values. Employees enjoy a range of benefits designed to support their professional and personal lives. From health and wellness programs to competitive retirement plans, Corebridge Financial invests in the well-being of its team members.

Networking and Career Advancement

Networking within Corebridge Financial leads to valuable connections and expansive career advancement opportunities. Employees are encouraged to engage in events and activities that foster professional relationships and personal growth.

Applying for a Position

To apply for a position at Corebridge Financial, candidates should prepare a resume that highlights relevant experience and skills. The interview process is designed to assess not only professional qualifications but also a candidate’s fit within the company’s culture. Corebridge Financial seeks individuals who are solution-driven and ready to contribute to a team.

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Join the Corebridge Financial Team

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10,001 employees
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