Plan Manager-Tax Exempt Retirement

As a Tax Exempt TPA Services Representative, you will serve as the primary point of contact for assigned sponsored retirement plans, helping clients achieve their goals through exceptional service and relationship management. In this role, you'll collaborate with internal business partners and external stakeholders to resolve inquiries, strengthen client relationships, and support plan retention efforts. This position offers the opportunity to make a meaningful impact by delivering a superior customer experience while contributing to operational excellence and business growth.

Responsibilities

Serve as the primary customer contact for assigned sponsored plans; Resolve service and communication issues through direct interaction with plan sponsors, participants, TPAs, and internal functional teams, including money in, money out, and technical services; Participate in relationship management activities with plan sponsors and customers; Partner with sales, recordkeeping, and operations teams to ensure alignment and seamless service delivery; Contribute to product development initiatives and process improvement efforts; Independently resolve complex customer service and communication issues; Identify and support plan retention opportunities with sponsors, distribution partners, and TPAs; Perform other duties as assigned

Requirements

High School Diploma or GED; 3+ years of experience within the financial services industry; Demonstrated customer service experience and strong client support skills; OMNI experience

Nice to have

Bachelor's degree; SPARK certification or similar industry certification

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, 40 hours per calendar year; Incentive opportunities (annual cash incentives, sales incentives, and/or long-term incentives)