Senior Plan Manager - Tax Exempt

February 26

🌵 Arizona – Remote

Although this job is listed in Arizona, this company may be open to hiring remote in other states.

🦌 Connecticut – Remote

Although this job is listed in Connecticut, this company may be open to hiring remote in other states.

+1 more states

🌵 Arizona – Remote 🦌 Connecticut – Remote 🐊 Florida – Remote

💵 $60.5k - $100.8k / year

⏰ Full Time

🟠 Senior

💰 Tax

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Voya Financial

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Voya Financial is a leading financial services company that provides a wide range of retirement, investment, and insurance products to help individuals, families, and institutions plan, invest, and protect their future. With a focus on retirement savings and workplace benefits, Voya connects benefits and savings to simplify financial experiences and enhance financial security. The company is committed to making a positive difference by serving others through its unique culture, and has been recognized for its values and customer-centric approach. Voya also engages in initiatives like the Voya Behavioral Finance Institute for Innovation to further its mission of transforming financial care in the workplace.

Retirement • Investments • Insurance

5001 - 10000 employees

Founded 1998

💸 Finance

📋 Description

• Manages all aspects of Tax-Exempt sponsored 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. • 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.

🎯 Requirements

• 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 • Bachelor’s degree in Business Administration or equivalent

🏖️ Benefits

• 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