VP, Case Relationship Management

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 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

The position will help to transform the way Operations interacts with key partner firms and agencies who sell Life insurance products with Corebridge Financial. Additionally, this leader will work across all Life, Sales, and Operations teams to transform the customer experience for these key partners. Corebridge maintains a significant presence with key Multi Level Marketers (MLMs), Independent Marketing Organizations (IMOs), and Brokerage firms that sell Life and Annuities. Coordination with our Sales leadership teams, Strategic Accounts, and Internal Sales will be critical within this role. Knowledge of the Life Insurance Distribution models and Life products will be essential.

The VP of Case Relationship Management will report to the Head of Life New Business

Responsibilities

The VP of Case Relationship Management will further transform an organization that will enable a more effective connection between service, sales, and key partner firms. The role will have the following responsibilities:

• Collaboration with Sales, Service, and Product on a more effective model for the Relationship Management function
• Develop and launch a concierge service model for key partner firms and help define the support model for all other partners
• Establish and maintain strong working relationships with key partner firms/agencies, attending meetings, conferences, etc. as needed
• Responsibility for communication to internal/external Sales and key partner firms on Life Ops service issues and accomplishments
• The VP will take on the responsibilities of the CRM (Case Relationship Management) team and managing the Concierge support model rollout and will subsequently be charged with leading a redesign effort for the current CRM organization. The overall guiding principle will be to focus the group on continuing to provide white glove service for our top firms and agencies partners and handling of complex escalations and exceptions, while re-routing simple inquiries which will eliminating noise and bring speed to the process. The redesign will include collaboration across New Business, Licensing, Contracting & Commissions, Customer Advocacy Team (CAT), Underwriting, Vendor Relations, etc.
• They will prioritize clear, frequent, and action driven communication with Sales, Underwriting, eSubmissions, Vendor Relations, Life leadership, key firms, etc.
• 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

• Experience redesigning processes and procedures common to Life Insurance Operations to achieve increased productivity
• Experience with systems and vendors common to Life Insurance Operations
• Deep knowledge of Life operations processes and common business rules across New Business, Licensing & Commissions, Inforce, Call Center, and Claims. Annuities knowledge is helpful.
• Deep understanding of workflow systems for insurance operations and experience optimizing workflows with the intent to build automated reporting and implement technology enhancements
• Demonstrated track record of delivering exceptional results and excellent problem-solving skills.
• Experience implementing field service management and expertise in the applications, streamlining processes, and use of analytical data to improve efficiency
• Excellent communication skills: Possess the ability to communicate effectively with subject matter experts on the ground while simultaneously able to summarize and provide high level direction to executive management
• Strong interpersonal skills: ability to negotiate, influence, and engage with key stakeholders to drive business success/outcomes through strategic leadership and change management

Work Location

This position is based in Corebridge Financial's Houston, TX office.

Estimated Travel

Up to 25%

This role is deemed a "covered associate" under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years.

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.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

American General Life Insurance Company