Corebridge Financial
Account Relations Representative
Corebridge Financial, Jacksonville, Florida, United States, 32290
Overview
Account Relations Representative role at Corebridge Financial. Who We Are
At Corebridge Financial, we partner with financial professionals and institutions to help people take action in their financial lives, for today and tomorrow. We align to core values: We are stronger as one; We deliver on commitments; We learn, improve and innovate; We are inclusive. About The Role
The Account Relations Representative ensures complete and accurate onboarding and commission payouts to our agencies, IMO/BGAs, and NMOs. This role serves as the main point of contact for top-tier customers when escalated issues arise and provides exceptional support for our Distribution Partners, Sales, Marketing, and Operations teams. Responsibilities
Be the reliable point of contact for IMO/BGA/NMO when matters are not proceeding as expected, own the problem, and resolve to the customer’s satisfaction. Gather feedback from IMO on service products and communicate it effectively to leadership. Build strong relationships with Sales and Distribution teams; act as the main contact for assigned channels and foster collaboration and issue resolution. Collaborate across organizational boundaries to identify and remove obstacles. Serve as the key contact for Distribution and Sales regarding questions, concerns, and escalated issues across Licensing and Contracting, Underwriting, New Business, and Customer Service. Maintain open communication with sales and distribution partners to keep all parties informed. Conduct key relationship calls and educate IMO/BGA/NMOs and back office on best practices and resolutions. Participate in KOP meetings and conferences. Act as a subject matter expert in one or more areas and contribute to complex projects within LC&C. Develop holistic understanding of Licensing, Contracting, Commissions, and Product knowledge. Coach and mentor colleagues; proactively review processes for efficiency and improvement. Use discretion to balance requests with controls while maintaining relationships. Handle special requests promptly to maintain strong relationships. Note: This is not an exhaustive list of responsibilities and requirements may change with business needs. Skills And Qualifications
Associate’s degree from a two-year college or technical school. Finance industry knowledge. Strong customer service skills. Experience with Microsoft Office; MS Access/Excel knowledge preferred. Excellent problem solving, thinking, and troubleshooting skills. Excellent verbal and writing communications; strong attention to detail and organizational skills. Strong teamwork and interpersonal skills; ability to work independently with minimal supervision. Ability to manage multiple high-priority demands in a fast-paced environment. Strong presentation skills. Work Location
This position is based in Corebridge Financial’s Houston office and follows our hybrid policy. Benefits and Equal Opportunity
We offer a comprehensive benefits program designed to support employees personally and professionally, including: Health and Wellness plans (medical, dental, vision) and mental health support Retirement Savings options, including a 401(k) with company matching and contributions Employee Assistance Program Matching charitable donations (1:1 up to $5,000) Volunteer Time Off (up to 16 hours annually) Paid Time Off (at least 24 PTO days to start) Eligibility for benefits is subject to applicable laws, plan documents, and company policy. We are an Equal Opportunity Employer and will consider qualified applicants without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or other protected characteristics. Reasonable accommodations are available on request. For accommodations, contact TalentandInclusion@corebridgefinancial.com. We will consider applicants with criminal histories as permitted by law.
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Account Relations Representative role at Corebridge Financial. Who We Are
At Corebridge Financial, we partner with financial professionals and institutions to help people take action in their financial lives, for today and tomorrow. We align to core values: We are stronger as one; We deliver on commitments; We learn, improve and innovate; We are inclusive. About The Role
The Account Relations Representative ensures complete and accurate onboarding and commission payouts to our agencies, IMO/BGAs, and NMOs. This role serves as the main point of contact for top-tier customers when escalated issues arise and provides exceptional support for our Distribution Partners, Sales, Marketing, and Operations teams. Responsibilities
Be the reliable point of contact for IMO/BGA/NMO when matters are not proceeding as expected, own the problem, and resolve to the customer’s satisfaction. Gather feedback from IMO on service products and communicate it effectively to leadership. Build strong relationships with Sales and Distribution teams; act as the main contact for assigned channels and foster collaboration and issue resolution. Collaborate across organizational boundaries to identify and remove obstacles. Serve as the key contact for Distribution and Sales regarding questions, concerns, and escalated issues across Licensing and Contracting, Underwriting, New Business, and Customer Service. Maintain open communication with sales and distribution partners to keep all parties informed. Conduct key relationship calls and educate IMO/BGA/NMOs and back office on best practices and resolutions. Participate in KOP meetings and conferences. Act as a subject matter expert in one or more areas and contribute to complex projects within LC&C. Develop holistic understanding of Licensing, Contracting, Commissions, and Product knowledge. Coach and mentor colleagues; proactively review processes for efficiency and improvement. Use discretion to balance requests with controls while maintaining relationships. Handle special requests promptly to maintain strong relationships. Note: This is not an exhaustive list of responsibilities and requirements may change with business needs. Skills And Qualifications
Associate’s degree from a two-year college or technical school. Finance industry knowledge. Strong customer service skills. Experience with Microsoft Office; MS Access/Excel knowledge preferred. Excellent problem solving, thinking, and troubleshooting skills. Excellent verbal and writing communications; strong attention to detail and organizational skills. Strong teamwork and interpersonal skills; ability to work independently with minimal supervision. Ability to manage multiple high-priority demands in a fast-paced environment. Strong presentation skills. Work Location
This position is based in Corebridge Financial’s Houston office and follows our hybrid policy. Benefits and Equal Opportunity
We offer a comprehensive benefits program designed to support employees personally and professionally, including: Health and Wellness plans (medical, dental, vision) and mental health support Retirement Savings options, including a 401(k) with company matching and contributions Employee Assistance Program Matching charitable donations (1:1 up to $5,000) Volunteer Time Off (up to 16 hours annually) Paid Time Off (at least 24 PTO days to start) Eligibility for benefits is subject to applicable laws, plan documents, and company policy. We are an Equal Opportunity Employer and will consider qualified applicants without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or other protected characteristics. Reasonable accommodations are available on request. For accommodations, contact TalentandInclusion@corebridgefinancial.com. We will consider applicants with criminal histories as permitted by law.
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