Plan Manager

In this role, you will manage key aspects of assigned sponsored plans while building and maintaining strong relationships with existing clients. You will serve as a primary point of contact, helping clients navigate service and communication needs while partnering with internal teams to support successful plan administration. You will also contribute to client retention, process improvements, and efforts that support the overall profitability of the business.

Responsibilities

Serve as the primary customer contact for assigned sponsored plans; Resolve service and communication issues through direct contact with plan sponsors, other customers, and internal functional teams, including money in, money out, and technical services; Participate in relationship management efforts with plan sponsors and customers; Collaborate with sales, recordkeeping, and operations teams to help ensure plan alignment; Contribute to product development and process improvement efforts; Resolve complex customer service and communication issues; Identify and support plan retention opportunities involving sponsors, distribution partners, and TPAs; Support plan management 800-number calls as assigned; Perform other duties as assigned

Requirements

High School Diploma or GED; 3+ years of financial services industry experience; Customer service experience and skills; Omni experience

Nice to have

Bachelor's degree in Business Administration or equivalent

Benefits

Health, dental, vision and life insurance plans; 401(k) Savings plan with generous company matching contributions (up to 6%); Voya Retirement Plan, employer paid cash balance retirement plan (4%); Tuition reimbursement up to $5,250/year; Paid time off including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day; Paid volunteer time of 40 hours per calendar year