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.
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