Sr. Implementation Consultant
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About the role
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. 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 do this through our broad portfolio of life insurance, retirement and institutional products, offered through an extensive, multichannel distribution network. 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. Corebridge Financial is in the business of helping people achieve a secure and fulfilling retirement. We support our customers in reaching their financial goals, providing them the freedom and peace of mind to enjoy their retirement years. We call this being FutureFIT. This approach helps our customers take control of their financial wellness, helping millions of people plan and save for their goals. With the combined strength and wealth of products of Corebridge Financial and member companies, you can apply your financial planning skills to make a real difference in the lives of people who need your help. As a Senior Implementation Consultant you will join the Implementation Services New Business department and be responsible for the onboarding of new plans, transfer plans and internal conversions. You will get to lead all elements of implementation events and tasks that include scope analysis and coordination with multiple internal and external parties. Be a proactive and strategic consultant to our partners by communicating the implementation plan, including key objectives and solutions, scheduling, tracking and reporting to all parties. Best of all you will become the primary resource for subject matter expertise on retirement plans and the implementation processes. As an influencer at Corebridge Financial, people come to you as a "go-to" source for help and support because of your deep knowledge and expertise. As a more experienced team member, you are capable of driving continual improvement and impacting the way that things get done. Because of your influence, whether direct or indirect, we are able to deliver powerful outcomes for our clients.
Responsibilities
- Provide consultation to internal/external customers on timing for implementation achievements.
- Analyze and effectively communicate broader operations aspects to help influence decisions across departments for services being implemented.
- Work closely with the assigned Relationship Manager, ongoing Account Manager and various internal business partners to ensure a smooth transition at the end of the project.
- Attend Finalist and Kick-off related meetings and facilitate regularly scheduled meetings with the plan sponsor, executive sales team, TPA's, vendors, and our internal subject matter authorities.
- Identify and lead timely and effective resolution of any issues that surface during the handling of all assigned duties. Track and report implementation activity results in a "real time" fashion via internal Implementation databases and reporting tools.
- Conduct lessons learned at the end of each implementation phase for continuous improvement purposes.
- Develop and complete plans to improve customer satisfaction and overall quality.
- Identify out of scope services and bring up as need
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