Plan Manager: Client Plans & Retirement Services (Remote)

Voya Financial; Hartford (CT); Hybrid; USD 62,000 - 77,000; Full time

Benefits offered by this job

Health insurance

401(k) Savings plan – generous company

Voya Retirement Plan – employer paid

Tuition reimbursement

Paid time off

Volunteer time

Job summary

Voya Financial in Hartford, CT seeks a Plan Manager to oversee all aspects of TPA sponsored plans, maintain relationships with clients, and contribute to profitability. This role allows remote work from home but requires travel to the Voya office as business requires.

Candidates must reside within a 50-mile radius of the assigned office. Responsibilities include serving as primary contacts for sponsored plans, resolving issues, and collaborating with cross-functional teams to ensure plan

Qualifications

• High School Diploma or GED required.
• 3+ years of experience in financial services, operations, or a related field.
• Strong organizational and multitasking skills with the ability to manage high-volume workloads.
• Excellent written communication and comprehension skills.
• Demonstrated ability to work independently and make decisions with minimal direction.
• Experience handling client communications in a professional, service-oriented environment.
• Basic proficiency in Excel and ability to navigate multiple systems.

Responsibilities

• Serves as primary customer contact for specific sponsored plans.
• Resolves service and communication issues through direct contact with sponsors, other customers, and internal 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.

Skills

Organizational skills

Written communication

Independent work

Client communications

Excel proficiency

Education

High School Diploma or GED

Bachelor’s degree in Business Administration or related field

Tools

Excel

Job description

Voya Financial in Hartford, CT seeks a Plan Manager to oversee all aspects of TPA sponsored plans, maintain relationships with clients, and contribute to profitability. This role allows remote work from home but requires travel to the Voya office as business requires.

Candidates must reside within a 50-mile radius of the assigned office. Responsibilities include serving as primary contacts for sponsored plans, resolving issues, and collaborating with cross-functional teams to ensure plan