Plan Document Analyst

Posted 2 Hours Ago
Be an Early Applicant
Houston, TX, USA
In-Office
Entry level
Financial Services
The Role
The Plan Document Analyst will process executed plan documents, assign tasks, manage team communications, and support general administrative tasks.
Summary Generated by Built In

Who We Are
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.

Who You’ll Work With

We tell the powerful story of how Corebridge makes it possible for more people and institutions to take action in financial lives – for their own and on behalf of others. Our team designs and executes advertising programs, internal and external communications strategies, and client and prospect engagement programs to showcase who Corebridge is to our customers, distribution partners and employees. Our team oversees brand positioning and strategy, digital and social media, employee and executive communications, media relations, industry research and thought leadership, product marketing, customer regulatory communications, and social impact and sponsorship programming.

About The Role

We are seeking a detail-oriented and highly organized Plan Document Analyst to join our team. This role will support the Plan Document Team by processing executed plan documents, assigning and tracking project tasks, managing and answering emails sent to the Team’s email, and providing support where needed.  This role can prepare and develop you for growth opportunities on our Plan Document Team.

Responsibilities

  • Understand retirement plan documents
  • Monitor incoming team requests and assign out tasks
  • Track and process executed plan documents
  • Maintain and update internal systems with the status of projects
  • Collaborate with team members to ensure deadlines and quality standards are met
  • Assist with general administration and plan document related tasks as needed

Skills and Qualifications

  • Strong analytical skills, attention to detail, and the ability to work efficiently in a structured environment.
  • Excellent written, verbal, and interpersonal communications skills
  • Strong research, analytical and critical thinking skills
  • Ability to work independently with minimal guidance and with a team in a results/deadline driven environment
  • Proficient with Microsoft Office applications with emphasis on Outlook, Word, Excel, and Adobe

Work Location

This position is based in Corebridge Financial’s Houston, TX, office and is subject to our hybrid working policy, which gives colleagues the benefits of working both in an office and remotely.

Estimated Travel

Minimal travel

#LI-CR1

Why Corebridge?
At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive.
Benefit Offerings Include:

  • Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
  • Retirement Savings: We offer retirement benefits options, which vary by location.  In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
  • Employee Assistance Program: Confidential counseling services and resources are available to all employees.
  • Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
  • Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
  • Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.


Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy.

We are an Equal Opportunity Employer
Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building 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 colleagues are respected as individuals and valued for their unique perspectives.
Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs.  If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to [email protected].  Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law.
We will consider for employment qualified applicants with criminal histories, consistent with applicable law.

To learn more please visit: www.corebridgefinancial.com

Functional Area:

OP - Operations

Estimated Travel Percentage (%): Up to 25%

Relocation Provided: No

American General Life Insurance Company

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The Company
HQ: Houston, TX
2,198 Employees

What We Do

At Corebridge Financial, we believe action is everything. That’s why every day we proudly partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. Because action is the bridge from planning to outcomes.​ Corebridge Financial is a new company, but not a new business. Formerly AIG Life & Retirement, we are one of the largest and most established providers of retirement solutions and insurance products in the United States.​ We deliver industry-leading products, platforms and services that move people toward a more secure tomorrow. Our balanced portfolio across the Corebridge enterprise—Individual Retirement, Retirement Services, Life Insurance and Institutional Markets—enables us to manage risk, maximize growth opportunities, and drive positive outcomes for those we serve. ​ We believe no one achieves a financially secure future by accident—great things happen when people take action.​ Products and services offered through wholly owned affiliates of Corebridge Financial.

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