Plan Manager – Tax Exempt Retirement

🔥 1 minute ago

🦌 Connecticut, New York, +3 more states – Remote

🦌 Connecticut – Remote 🗽 New York – Remote 🍂 Massachusetts – Remote ❄️ Minnesota – Remote 🌴 South Carolina – Remote

💵 $56.9k - $72k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Tax

👻 Ghost score 0%

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Voya Financial

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 1998

💼 Consulting

🏥 Healthcare

📣 Marketing

Consulting • Healthcare • Marketing

Voya Financial is a leading financial services company that provides a wide range of retirement, investment, and insurance products to help individuals, families, and institutions plan, invest, and protect their future. With a focus on retirement savings and workplace benefits, Voya connects benefits and savings to simplify financial experiences and enhance financial security. The company is committed to making a positive difference by serving others through its unique culture, and has been recognized for its values and customer-centric approach. Voya also engages in initiatives like the Voya Behavioral Finance Institute for Innovation to further its mission of transforming financial care in the workplace.

📋 Description

• 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 • Bachelor's degree preferred • SPARK certification or similar industry certification 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 • Incentive opportunities, including annual cash incentives, sales incentives, and/or long-term incentives