About the Role
Title: Plan Manager-Corporate Bundled
Location: Work@Home United States
Full time
job requisition id
JR0030009
Job Description:
Together we fight for everyone’s opportunity for a better financial future.
We will do this together – with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today.
Like our Purpose Statement, Voya believes in being bold and committed to action. We are committed to a work environment where the differences that we are born with – and those we acquire throughout our lives – are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision.
Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage – Apply Now
Get to Know the Opportunity:
Manages all aspects of Corporate Bundled sponsored plans, maintain and enhance relationships with existing clients, and help to contribute to increased profitability.
Please Note: Work location for this role is FLEXIBLE! This position allows 100% remote work from home . Must be East Coast.
The Contributions You’ll Make:
- Serves 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
- Directly resolves complex service and communications issues with customers
- Identifies and assists with plan retention opportunities, sponsors, distribution and TPAs
- Supports plan management 800 number calls as assigned
- Other duties as assigned
Minimum Knowledge & Experience:
- 3+ years financial services industry experience
- Customer Services experience/skills
Preferred Knowledge & Experience:
- Bachelors degree in Business Administration or equivalent
- Take Accredited Retirement Plan Specialist exam to obtain ARPS certification