TPA Plan Manager Retirement Services

Voya Financial, Inc   •  

Windsor, CT

Industry: Accounting, Finance & Insurance

  •  

Less than 5 years

Posted 49 days ago

Profile Summary:

Seeking a TPA Plan Manager responsible for managing all aspects of specific sponsored plans, maintain and enhance relationships with existing clients, and help to contribute to increased profitability.

Profile Description:

  • Services 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.
  • Other duties as assigned.

Knowledge & Experience:

  • Bachelors degree in Business Administration or equivalent
  • 3+ years financial services industry experience
  • Customer Services experience/skills
  • FINRA Series 6 required
  • SPARK accreditation required to be obtained within 1 year of hire

#CB

Critical Skills
At Voya, we have identified the following critical skills which are key to success in our culture:

  • Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
  • Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.
  • Team Mentality: Partnering effectively to drive our culture and execute on our common goals.
  • Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions.
  • Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.

JR0020155