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Plan Manager - Corporate Bundled

Voya Financial

Hartford (CT)

Remote

USD 48,000 - 81,000

Full time

3 days ago
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Job summary

Voya Financial is seeking a dedicated individual to manage corporate bundled plans, enhance client relationships, and drive profitability. This role offers flexibility with remote work options and requires experience in the financial services industry along with strong customer service skills.

Benefits

Health, dental, vision and life insurance plans
401(k) Savings plan with company matching contributions
Tuition reimbursement up to $5,250/year
Paid time off including 20 days PTO
Paid volunteer time - 40 hours per year

Qualifications

  • 3+ years of financial services industry experience required.
  • Customer service experience/skills beneficial.
  • SPARK/ARPS Certification preferred or completed upon hire.

Responsibilities

  • Manages all aspects of corporate bundled plans.
  • Serves as primary customer contact for sponsored plans.
  • Collaborates with internal teams for plan alignment.

Skills

Customer Focused
Critical Thinking
Team Mentality
Business Acumen
Learning Agility

Education

Bachelor's Degree in Business Administration

Job description

Together we fight for everyone’s opportunity for a better financial future.

We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today.

Like our Purpose Statement, Voya believes in being bold and committed to action. We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision.

Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage – Apply Now

Profile Summary:

Manages all aspects of corporate bundled plans, maintain and enhance relationships with existing clients, and help to contribute to increased profitability.

Please Note: Work location for this role is FLEXIBLE! This position allows 100% remote work from home . Must be East Coast.

Profile Description:

  • Serves 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
  • Supports plan management 800 number calls as assigned
  • Other duties as assigned

Knowledge & Experience:

  • Bachelors degree in Business Administration or equivalent
  • 3+ years financial services industry experience
  • Customer Services experience/skills
  • SPARK/ARPS Certification preferred or completed upon hire

Compensation Pay Disclosure:

Voya is committed to pay that’s fair and equitable, which means comparable pay for comparable roles and responsibilities.

The below annual base salary range reflects the expected hiring range(s) for this position in the location(s) listed. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Voya Financial is willing to pay at the time of this posting.

Actual compensation offered may vary from the posted salary range based upon the candidate’s geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.

$48,180 - $80,320 USD

Be Well. Stay Well.

Voya provides the resources that can make a difference in your lives. To us, this means thriving physically, financially, socially and emotionally. Voya benefits are designed to help you do just that. That’s why we offer an array of plans, programs, tools and resources with one goal in mind: To help you and your family be well and stay well.

What We Offer

  • Health, dental, vision and life insurance plans
  • 401(k) Savings plan – with generous company matching contributions (up to 6%)
  • Voya Retirement Plan – employer paid cash balance retirement plan (4%)
  • Tuition reimbursement up to $5,250/year
  • Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.
  • Paid volunteer time — 40 hours per calendar year

Learn more about Voya benefits (download PDF)

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.

Learn more aboutCritical Skills

Equal Employment Opportunity

Voya Financial is an equal-opportunity employer. Voya Financial provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any other status protected by state or local law.

Reasonable Accommodations

Voya is committed to the inclusion of all qualified individuals. As part of this commitment, Voya will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please reference resources for applicants with disabilities.

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