Senior Plan Manager

🔥 13 hours ago

🦌 Connecticut, Massachusetts – Remote

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💵 $63.5k - $105.8k / year

⏰ Full Time

🟠 Senior

👔 Manager

👻 Ghost score 0%

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Logo of Voya Financial

Voya Financial

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 contact for assigned retirement plans, including larger and more complex client relationships • Manage complex and sensitive client service issues and provide timely, effective resolution • Build and maintain relationships with plan sponsors, participants, distribution partners, and third-party administrators • Resolve service and communication concerns through collaboration with internal teams • Partner with sales, recordkeeping, and operations teams to ensure plan alignment and client satisfaction • Identify opportunities to retain business and strengthen client relationships • Promote applicable products, services, and automation solutions based on client needs and plan assets • Contribute to process improvement initiatives and product enhancement efforts • Support onboarding, training, and mentoring of new team members • Perform other duties as assigned

🎯 Requirements

• High School Diploma or GED • 5+ years of experience in the financial services industry • Demonstrated customer service experience and relationship management skills • Experience managing complex, sensitive, or at-risk client relationships • Strong verbal and written communication skills • Ability to collaborate effectively across multiple functions and teams • Preferred: Bachelor's degree in Business Administration or a related field, or equivalent combination of education and experience • Preferred: Experience managing corporate retirement plans • Preferred: Knowledge of retirement plan administration and recordkeeping operations

🏖️ 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 • 20 days paid time off • Nine paid company holidays • Flexible Diversity Celebration Day • Paid volunteer time — 40 hours per calendar year • Annual cash incentives, sales incentives, and/or long-term incentives based on the role and achievement of annual performance objectives

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