Senior Plan Manager-Retirement
| Company | Voya Financial |
|---|---|
| Location | Phoenix, AZ, USA, Denver, CO, USA |
| Salary | $60450 – $100760 |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior |
Requirements
- 5+ years financial services industry experience
- Customer Services experience/skills
- Experience with managing highly sensitive and key at risk clients
- SPARK/ARPS Certification preferred or completed upon hire
Responsibilities
- Serves as primary customer contact for specific sponsored plans; handles more complex and sensitive cases
- 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; promotes all feasible products, services and automation based on client assets
- Directly resolves complex service and communications issues with customers; manages highly sensitive and key at risk clients
- Identifies and assists with plan retention opportunities, sponsors, distribution and TPAs
- Supports supervisor in training and mentoring to new employees
- Supports plan management 800 number calls as assigned
- Other duties as assigned
Preferred Qualifications
- Bachelors degree in Business Administration or equivalent