Sr. Relationship Manager

Who we are

American International Group, Inc. (AIG) is a leading global insurance organization. Building on 100 years of experience, today AIG member companies provide a wide range of property casualty insurance, life insurance, retirement solutions, and other financial services to customers in more than 80 countries and jurisdictions. These diverse offerings include products and services that help businesses and individuals protect their assets, manage risks and provide for retirement security.

As a Sr. Relationship Manager at AIG Retirement Services, you will play a significant role in client retention by developing and maintaining close, positive client relationships through proactive communication, situational analysis, and information sharing with our most strategically important plans.

Get to know the business

AIG Retirement Services 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 AIG Retirement Services and member companies, you can apply your financial planning skills to make a real difference in the lives of people who need your help.

About the role

We want to hear from you today if you can:

Develop and maintain relationships with plan sponsors, executive management, and administrative personnel.
Play lead role during Annual Plan Review, typically presenting the following the Plan Summary, Legislative Updates, Fund and Investment overview, Communication and Education history and business plan.
Take a leading role at finalist presentations for assigned clients.
Facilitate the plan setup process and ongoing administration of the plan.
Provide advice and serve as a professional resource to internal and external clients by communicating pension related technical knowledge efficiently and effectively through correspondence, presentations, and/or consultation with clients.
Partner with Marketing Communications to coordinate and customize participant communication to drive desired participant outcomes.
Apply modeling and statistics to identify unique solutions to drive positive client outcomes.
Maintains knowledge on current and emerging developments/trends in the retirement space.
Drive client satisfaction with AIG Retirement Services and provide client references to leverage for business development.
Identify add on products and/or services to the client.
Anticipate external customer needs and potential problems and fulfill client needs where possible.
Ensures that AIG Retirement Services delivers on our service and performance agreements.
Provide thought leadership to clients and the firm.

What we are looking for

Minimum of 10 years’ of experience is preferred in areas of benefits design, compliance and Implementation with appropriate designation (i.e. CEBS, ASPA, etc.
FINRA Series 6 and 63 required or appropriate FINRA/state insurance licenses preferred
Pension experience preferred Bachelor's Degree in Business, Finance or other related field.
Must demonstrate a thorough knowledge of ERISA and succeeding legislation governing qualified pension plan types.
Recognized ability to deliver excellent customer service and customer retention
Demonstrated ability to continually meet and exceed Plan Sponsor and Participant goals
Ability to manage multiple institutional client relationships independently.
Develops institutional client case studies and client references each year.
Demonstrate effectiveness in dealing with client organizations, especially top management.
Excellent oral and written communications skills including the ability to make presentations on complex information.

A look at our benefits

At AIG, we have a 100-year legacy of working to make the world a better place. And that begins with our employees. We’re proud to offer a range of employee benefits and resources that help you protect what matters most – your health care, savings, financial protection, and wellbeing. We provide a variety of leaves for personal, health, family, and military needs. For example, the “Giving Back” program allows you to take up to 16 hours a year to volunteer in your community.

We also believe in fostering our employees’ development and offer a range of learning opportunities for employees to hone their professional skills to position themselves for the next steps of their careers. AIG also has a tuition reimbursement program for eligible employees to enhance their education, skills, and knowledge in areas that relate to their current position or future positions to which they may transfer or progress.

What our employees like most about working for AIG Direct

We provide Paid Time Off (PTO), which enables you to take time for work-life balance. PTO starts accruing immediately at 2 days for each month worked (24 days/year).
A 401(k) Retirement Plan which will be HARD TO BEAT. Our 401K offers a $1 for $1 match (up to 6%) with immediate vesting, plus AIG automatically contributes an additional 3% into your 401K regardless of whether you contribute personally
Generous Benefits Plan: Medical, Dental & Vision Coverage

We are an Equal Opportunity Employer

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.

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.

To learn more please visit: https://www.aig.com/about-us/diversity-equity-and-inclusion

Functional Area:

SM - Sales & Marketing

Estimated Travel Percentage (%): Up to 50%

Relocation Provided: No

American General Life Insurance Company