Sr Policy/Plan Svc Coordinator in Braintree, MA at Voya

Date Posted: 9/14/2018

Job Snapshot

  • Employee Type:
  • Location:
    30 BraintreeHill
    Braintree, MA
  • 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 Summary:

Provides service and administrative support to largest/most complex defined contribution plan clients.   Trains, coaches and mentors lower level policy plan coordinators.

Profile Description:

  • Analyze and process policy/plan holder requests for more complex policy changes, premium accounting and/or disbursements within time and quality standards. 
  • Communicate with policy/plan holders verbally and/or in writing over requested changes, premium accounting and/or disbursements.
  • Research and resolve issues related to processing of policy/plan changes, premium accounting and/or disbursements.
  • Responds to client requests for information.
  • Resolves client administrative or service problems.
  • Ensures that all transactions are processed according to the company’s and the client’s standards.   Processes transactions to complete plan valuation such as contributions, loans, withdrawals, and earnings allocations.  Formats and loads data.
  • Reconciles trust accounting/recordkeeping system on a plan level.   Reconciles plan balances to trust balances through daily balancing, adjustment analysis, preparing reconciliation reports, and analysis by transaction type. 
  • Formats and produces client reports.  Produces valuation reports, participant statements, investment performance reports, and files necessary tax and compliance forms.
  • Participates in client meetings and/or conference calls.   
  • Other duties as assigned

Knowledge & Experience:

  • Bachelor’s degree or equivalent
  • 3+ years defined contribution client service experience
  • Project management skills
  • Excellent written and verbal communication skills
  • Ability to handle multiple priorities
  • Strong leadership abilities

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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