Plan Manager - TPA Retirement Services in Windsor, CT at Voya

Date Posted: 2/12/2018

Job Snapshot

  • Employee Type:
    Full-Time
  • Location:
    Windsor, CT
  • Job Type:
    Management
  • Experience:
    Not Specified
  • Date Posted:
    2/12/2018

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 Summary:

Plan manager will provide Plan Sponsor, TPA and Advisor service support for Corporate and TEM unbundled customers via inbound toll free lines.


Profile Description:

  • Serves as primary customer contact for specific sponsored plans
  • Resolves service and plan administration 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
  • Identifies and assists with plan retention opportunities with Sponsors, Advisors and TPAs.
  • Other duties as assigned

Knowledge & Experience:

  • Bachelor’s degree in Business Administration or equivalent
  • 3 to 5 years equivalent work experience in Defined Contribution administration are required.
  • FINRA Series 6 required
  • Customer Services experience/skills
  • Excel, Word and Outlook and must also quickly learn Voya proprietary systems.
  • Knowledge of the EASE record-keeping systems is preferred.
  • An understanding of contribution and/or distribution processing desired but not mandatory.

          #CB

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.