Retirement Plan Services Representative

Houston TX
January 26 2019
Insurance, Securities
Functional Area:

OP - Operations

Estimated Travel Percentage (%): No Travel

Relocation Provided: No

American General Life Insurance Company

Retirement Plan Services Representative

Your future team

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.

VALIC Operations is an extremely fast-paced and dynamic environment and operates within a strong compliance and regulatory environment. The functions are high impact and include operations and service activities required to support plan sponsors in the administration of retirement plans such as plan implementations, transaction activities, reporting and customer contact centers.

Each Retirement Plan Services Representative will report directly to the Retirement Plan Services Manager and will work very closely with other group retirement professionals.

Your contribution at AIG

As a contributor at AIG you are the one the clients turn to in times of need. You act with speed, composure, compassion and knowledge to solve problems and the work you do every day is the heart of AIG's business.

• Provide retirement plan support by reviewing/researching and responding to inquiries accurately and timely

• Receive work via team e-mail box as well as from other group retirement employees

• Track and monitor cases through their completion.

• Research specific retirement plan provisions of qualified and non-qualified retirement plans to determine how best to meet our plan sponsors' needs

What we are looking for

• Bachelor's degree in related field or 4 years of related experience

• Customer service experience is preferred

• Retirement plan industry experience is preferred

• Strong client management and application of retirement plan recordkeeping systems

• Strong communication skills, including verbal, written, and interpersonal

• Solid working knowledge of pension plan types and defined contribution plans

• Ability to analyze data, determine root cause, and provide and/or develop an appropriate solution for resolution

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.

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