Customer Reporting Analyst in Windsor, CT at Voya

Date Posted: 9/5/2018

Job Snapshot

  • Employee Type:
  • Location:
    1 Orange Way
    Windsor, CT
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:

Job Description

As part of the application process, a candidate account is required to log in and view application(s).  Please be sure to check email regularly for information regarding our employment process.

Profile Description:

  • Collaborate with internal and external Business Partners/Clients to ensure document delivery is on time and accurate.
  • Sets up new cases.  Reviews case information, determines fit within guidelines.  Communicates with clients and company to ensure smooth implementation.  Reviews all documents and coordinates workflow with staff members.
  • Utilize workflows and procedure to manage and deliver documents.
  • Verify with appropriate parties that final documents meet document requirements.
  • Resolve issues concerning production and distribution of documents.
  • Validate accuracy of data prior to mailings.
  • Managing schedule and timeline to ensure notices are prepared and mailed as required.
  • Analyze any questions/issues that arise.
  • Other duties as assigned.

Education & Experience:

  • College Degree or equivalent experience
  • Excellent verbal and written communication skills
  • 5 to 6 years in a customer service environment/financial services business experience desired. 
  • You need to be highly analytic, proficient with Excel, Access or other data management applications
  • Able to effectively work in multiple applications while still maintaining proficiency in each. 
  • Working knowledge of the retirement plan industry is preferred
  • Omni record keeping system is a plus.

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.


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