Retirement Transition Manager
OP - Operations
Estimated Travel Percentage (%):
American General Life Insurance Company
VALIC specializes in retirement savings and investment products and services, including individual variable and fixed annuities, group retirement products, mutual funds, financial planning and investment advisory services and guaranteed investment contracts. VALIC has been in the 403(b) market since its inception writing the first K-12 403(b) programs almost 50 years ago.
We are currently recruiting for a Sr. Implementation Consultant within our Implementation Services department:
This position will serve as the primary point of contact and liaison for VALIC during implementation activities. It will provide responsive and pro-active customer service at the group level and to their aligned regions. In this role, you will be a primary resource for subject matter expertise on retirement plans and the implementation processes.
1. Consulting/ Contract Negotiation
a) Consults internal/external customers on timing of deliverable dates based segment model and region
b) Primary group/internal liaison for the implementation process and/or escalated customer issues and/ or events per segment model
c) Analyzes and effectively communicates broader operations aspects to help influence decisions across departments for services being implemented
d) Coordinates and facilitates the plan launch meeting with the client and all project team meetings
2. Project Management
a) Develops and manages project plans for incoming business within assigned region
b) Develops and executes plans to improve customer satisfaction and overall quality of deliveries
c) Identifies out of scope services and escalates as needed to ensure all services are included in pricing
d) Must be proactive in managing issues by anticipating the outcome of the process and ensuring all necessary steps have been taken.
3. Operations Management:
a) Models and coaches others on Customer Service Excellence within Implementation
b) Develops key strategies for retention and future business wins through the interactions with Implementations Services
c) Identifies gaps and facilitates training needs within the team
4. Process Management
a) Reviews final agreements for system setup based on segment model and performs final quality review of client deliverables
b) Reviews and participates on RFP process for new business to identify potential solutions based on Implementations Service model and scope
c) Develops knowledge/content management strategy with accountability for maintenance of Implementation Tools and Reference Database
The ideal Senior Implementation Consultant will be self-driven, results-oriented with a positive outlook and a clear focus on providing a high quality of customer service, leading to sustainable customer relationships.
They will be flexible, adaptive and comfortable with process evaluations and decision-making in a dynamic implementation environment.
1) Bachelor's degree in related field and five years related work experience
2) Extensive client management and advanced application of retirement plan recordkeeping systems.
3) Successful completion of relevant professional designation preferred (i.e. CEBS, ASPA, etc.)
4) Solid knowledge of pension plan types and a knowledge of defined contribution plan daily valuation recordkeeping systems
5) Excellent communication skills, including verbal, written, interpersonal and presentation skills
6) Demonstrated proficiency with computer software
7) Ability to analyze data, determine root cause, and provide and/or develop an appropriate solution for resolution
8) Ability to travel on occasion
May be eligible for relocation assistance
It has been and will continue to be the policy of American International Group, Inc., its subsidiaries and affiliates to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories.
At AIG, we believe that diversity and inclusion are critical to our future and our mission - creating a foundation for 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 people are not only respected as individuals, but also truly valued for their unique perspectives
We consider qualified applicants with criminal histories, consistent with applicable law.