Hybrid Plan Manager – Tax Exempt Retirement

Posted last month

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About the role

  • Manages all aspects of specific Tax Exempt TPA Services plans
  • Maintain and enhance relationships with existing clients
  • Provide immediate resolution to customer inquiries through interaction with internal business partners
  • Services as primary customer contact for specific sponsored plans
  • Resolves service and communication issues through direct contact with sponsors, other customers and internal functional units (money in, money out, technical services)
  • Participates in relationship management with plan sponsors and customers
  • Collaborates with sales, record keeping and operations staff to ensure plan alignment
  • Contributes to product development and process improvement efforts
  • Identifies and assists with plan retention opportunities, sponsors, distribution and TPAs

Requirements

  • 3+ years financial services industry experience
  • Customer Services experience/skills
  • OMNI experience required
  • SPARK/ARPS Certification preferred or completed upon hire
  • Bachelor's degree preferred

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

Job title

Plan Manager – Tax Exempt Retirement

Job type

Experience level

Mid levelSenior

Salary

$48,180 - $80,320 per year

Degree requirement

Bachelor's Degree

Tech skills

Location requirements

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