Plan Manager - Client Relations (Remote)

Voya Financial, Inc.; Windsor (CT); On-site; USD 56,000 - 70,000; Full time

Benefits offered by this job

Health, dental, vision insurance

401(k) Savings plan with company match

Paid time off and holidays

Job summary

Voya Financial, Inc. in Windsor, CT is seeking a Plan Manager to oversee key aspects of assigned sponsored plans and maintain strong client relationships. You will partner with internal teams to support plan administration and drive profitability while focusing on service excellence.

The role requires 3+ years in financial services and solid customer service experience, with Omni-channel capabilities to coordinate across departments. Compensation reflects market rates for the Windsor area.

Qualifications

• High School Diploma or GED.
• 3+ years of financial services industry experience.
• Customer service experience and skills.
• Omni experience

Responsibilities

• Serve as the primary customer contact for assigned sponsored plans.
• Resolve service and communication issues through direct contact with plan sponsors, other customers, and internal functional teams, including money in, money out, and technical services.
• Participate in relationship management efforts with plan sponsors and customers.
• Collaborate with sales, recordkeeping, and operations teams to help ensure plan alignment.
• Contribute to product development and process improvement efforts.
• Resolve complex customer service and communication issues.
• Identify and support plan retention opportunities involving sponsors, distribution partners, and TPAs.
• Support plan management 800-number calls as assigned.
• Perform other duties as assigned.

Skills

financial services experience

customer service

omni-channel experience

Education

Bachelor’s degree in Business Administration or equivalent

Job description

Voya Financial, Inc. in Windsor, CT is seeking a Plan Manager to oversee key aspects of assigned sponsored plans and maintain strong client relationships. You will partner with internal teams to support plan administration and drive profitability while focusing on service excellence.

The role requires 3+ years in financial services and solid customer service experience, with Omni-channel capabilities to coordinate across departments. Compensation reflects market rates for the Windsor area.