Plan Manager – Full Service TEM

This is a fully remote position, open to applicants in Connecticut, +1 more state.

📋 Description

• Act as the main point of contact for designated sponsored plans.

• Address service and communication challenges by engaging directly with plan sponsors, customers, and internal functional teams, which include money-in, money-out, and technical services.

• Take part in relationship management efforts with plan sponsors and customers.

• Work alongside sales, recordkeeping, and operations teams to ensure plan alignment.

• Assist in product development and initiatives focused on process enhancement.

• Tackle complex customer service and communication challenges.

• Recognize and promote plan retention opportunities involving plan sponsors, distribution partners, and third-party administrators.

• Manage plan management 800-number calls as assigned.

• Carry out additional duties as required.

⛳️ Requirements

• A High School Diploma or GED is mandatory.

• A minimum of three years of experience in the financial services industry.

• Proven customer service experience along with demonstrated customer relationship skills.

• A Bachelor’s degree in Business Administration or a comparable combination of education and experience is preferred.

• Series 6 registration is preferred.

🏝️ Benefits

• Health, dental, vision, and life insurance plans.

• 401(k) Savings plan with generous company matching contributions (up to 6%).

• Voya Retirement Plan, which includes an employer-paid cash balance retirement plan (4%).

• Tuition reimbursement of up to $5,250 per year.

• Paid time off, including 20 days of paid leave, nine paid company holidays, and a flexible Diversity Celebration Day.

• Paid volunteer time of 40 hours per calendar year.

• Incentive opportunities, which include annual cash incentives, sales incentives, and/or long-term incentives.