Senior Plan Manager-Retirement

Voya Financial; Colorado Springs (CO); Remote; USD 60,000 - 101,000; Full time

Job summary

Join a forward-thinking company committed to enhancing financial futures. As a Senior Plan Manager, you'll manage complex client relationships, ensuring exceptional service and support. This role emphasizes collaboration across teams to align plans with client needs, contributing to product development and process improvements. With a flexible remote work option, you can thrive in a supportive environment that values diversity and inclusion. If you're passionate about making a difference in people's financial lives, this opportunity is perfect for you.

Benefits

Health, dental, vision and life insurance plans

401(k) Savings plan with company matching

Employer paid cash balance retirement plan

Tuition reimbursement up to $5,250/year

20 days paid time off

Paid volunteer time — 40 hours per calendar year

Qualifications

• 5+ years of experience in financial services industry.
• Experience managing sensitive and key at-risk clients.

Responsibilities

• Manage corporate bundled plans and client relationships.
• Resolve complex service and communication issues with clients.

Skills

Customer Services experience

Financial services industry experience

Critical Thinking

Relationship Management

Education

Bachelor's degree in Business Administration

Job description

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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. Typically works on the larger and/or more complex plans/customers.

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

Profile Description

• Serves as primary customer contact for specific sponsored plans; handles more complex and sensitive cases
• 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; promotes all feasible products, services and automation based on client assets
• Directly resolves complex service and communications issues with customers; manages highly sensitive and key at risk clients
• Identifies and assists with plan retention opportunities, sponsors, distribution and TPAs
• Supports supervisor in training and mentoring to new employees
• Supports plan management 800 number calls as assigned
• Other duties as assigned
  
  

Knowledge & Experience

• 5+ years financial services industry experience
• Customer Services experience/skills
• Experience with managing highly sensitive and key at risk clients
• SPARK/ARPS Certification preferred or completed upon hire
  
  

Preferred Knowledge & Experience

• Bachelors degree in Business Administration or equivalent
  
  

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.

$60,450 - $100,760 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 About Critical 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.

Misuse of Voya's name in fraud schemes

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Management and Manufacturing

• Industries

  Insurance and Financial Services

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