Plan Coordinator
CurrentProvide operational support for Valued and Preferred plan sponsors. Also provide relationship management for all of VALIC's Valued and Preferred group clients and field partners.
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Robert B. is listed as Plan Coordinator at VALIC, a company with 1425 employees, based in Sugar Land, Texas, United States. AeroLeads shows a matched LinkedIn profile for Robert B..
Robert B. previously worked as Case Manager at Aig Life & Retirement (Formerly American General Life Companies) and Replacement Analyst at American General Life Companies Is Now Part Of The Aig Family!. Robert B. holds Bachelor Of Science (Bs), Political Science And Government from University Of Houston.
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An empathetic and dedicated Business professional with over 10 years of problem solving experienceSkilled in analyzing complex and sensitive situations Meticulous in researching uncommon inquiries and collecting dataInsightful communicator adept at organizing and presenting informative reports Committed to opening lines of communication, building trust, and developing cooperative relationships with both clients and coworkers
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Houston, Texas Area
Provide operational support for Valued and Preferred plan sponsors. Also provide relationship management for all of VALIC's Valued and Preferred group clients and field partners.
Houston, Texas Area
Manage life insurance applications from start to finishCoordinate and communicate with clients, underwriters, distribution partners, and other internal personnelProvide superior customer service to internal and external clients
Process Life Insurance Replacement and 1035 Exchange applicationsIdentify and resolve state regulatory issues with replacement processingExtensive knowledge regarding Regulation 60 requirements for the state of New York.
Houston, Texas Area
Assisted clients and financial advisors with retirement plans and account transfersMaintained payment/decline rate database for transaction chargesAssisted in training new personnelLiaison to management regarding staff performanceWorked to resolve escalated issues with both internal and external clientsCreated a condensed operating manual for management.
Other employees you can reach at valic.com. View company contacts for 1425 employees →
Joe Boswell
Colleague at ValicHouston, Texas, United States, United States
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KV
Katherine Van De Water
Colleague at ValicMacon, Georgia, United States, United States
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TB
Terri Binion
Colleague at ValicAtlanta, Georgia, United States, United States
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SG
Susette Guzman
Colleague at ValicAmarillo, Texas, United States, United States
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ML
Margaret Littlejohn
Colleague at ValicAmarillo, Texas, United States, United States
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DB
Dave Beach
Colleague at ValicBoise, Idaho, United States, United States
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GH
Gail Harden
Colleague at ValicAmarillo, Texas, United States, United States
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HJ
Heath Johnson
Colleague at ValicPearland, Texas, United States, United States
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JW
John Wing
Colleague at ValicMissoula, Montana, United States, United States
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BP
Brad Price
Colleague at ValicModesto, California, United States, United States
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Quick answers generated from the profile data available on this page.
Robert B. works for VALIC.
Robert B. is listed as Plan Coordinator at VALIC.
Robert B. is based in Sugar Land, Texas, United States while working with VALIC.
Robert B. has worked for Valic, Aig Life & Retirement (Formerly American General Life Companies), and American General Life Companies Is Now Part Of The Aig Family!.
Robert B.'s colleagues at VALIC include Joe Boswell, Katherine Van De Water, Terri Binion, Susette Guzman, and Margaret Littlejohn.
You can use AeroLeads to view verified contact signals for Robert B. at VALIC, including work email, phone, and LinkedIn data when available.
Robert B. holds Bachelor Of Science (Bs), Political Science And Government from University Of Houston.
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