Plan Manager-TPA

Posted 3 Days Ago
Be an Early Applicant
Phoenix, AZ, USA
In-Office
56K-70K Annually
Mid level
Fintech • Insurance • Financial Services
The Role
Manage TPA-sponsored retirement plans as primary client contact; resolve complex service issues; maintain sponsor relationships; collaborate with sales, recordkeeping and operations; identify retention opportunities; contribute to product and process improvements.
Summary Generated by Built In

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

Job Description

Get to Know the Opportunity:  

The Plan Manager manages all aspects of TPA sponsored plans, maintain and enhance relationships with existing clients, and help to contribute to increased profitability.

Please Note: This position allows remote work from home but will require travel to our Voya office as business requires.  Candidates must be located within a 50-mile radius from your assigned office.

The Contributions You’ll Make:

  • Services as primary customer contact for specific sponsored plans.
  • 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.
  • Directly resolves complex service and communications issues with customers.
  • Identifies and assists with plan retention opportunities, sponsors, distribution and TPAs.
  • Other duties as assigned.

Minimum Knowledge & Experience:

  • 3+ years of experience in financial services, operations, or a related field
  • Strong organizational and multitasking skills with the ability to manage high-volume workloads
  • Excellent written communication and comprehension skills
  • Demonstrated ability to work independently and make decisions with minimal direction
  • Experience handling client communications in a professional, service-oriented environment
  • Basic proficiency in Excel and ability to navigate multiple systems

Preferred Knowledge & Experience:

  • Bachelor’s degree in Business Administration or a related field, or equivalent work experience
  • Experience in a high-volume, email-driven or operations-focused role
  • Background in retirement services, TPAs, or plan administration
  • Experience requiring independent prioritization and workflow management

#LI-VP1

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.

$56,220 - $70,280 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

Skills Required

  • 3+ years of experience in financial services, operations, or a related field
  • Strong organizational and multitasking skills with ability to manage high-volume workloads
  • Excellent written communication and comprehension skills
  • Demonstrated ability to work independently and make decisions with minimal direction
  • Experience handling client communications in a professional, service-oriented environment
  • Basic proficiency in Excel and ability to navigate multiple systems
  • Located within a 50-mile radius from assigned office; able to travel to office as business requires
  • Bachelor's degree in Business Administration or related field, or equivalent work experience
  • Experience in a high-volume, email-driven or operations-focused role
  • Background in retirement services, TPAs, or plan administration
  • Experience requiring independent prioritization and workflow management

Voya Financial Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Voya Financial and has not been reviewed or approved by Voya Financial.

  • Retirement Support Retirement offerings include a 401(k) plan alongside pension savings plans and financial wellness resources aimed at budgeting, insurance protection, and retirement planning. This retirement stack is positioned as a differentiator within the overall Total Rewards approach.
  • Wellbeing & Lifestyle Benefits Well-being support spans an EAP, behavioral health family support, chronic-condition programs, cancer support, and caregiving assistance. These programs extend beyond core medical coverage into ongoing lifestyle and mental-health support.
  • Leave & Time Off Breadth Time-off benefits include paid time off, company holidays, parental leave, and dedicated volunteer time each year. The package also includes medical leave and disability-related supports that broaden time-away coverage.

Voya Financial Insights

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The Company
HQ: New York, NY
5,463 Employees
Year Founded: 2014

What We Do

Voya Financial, Inc. (NYSE: VOYA), provides health, wealth and investment solutions that enable its approximately 14.8 million individual, workplace and institutional clients to achieve their financial wellness goals with confidence. With a vision to be America’s Retirement Company®, Voya’s products, solutions and digital capabilities help create a better financial future for all. Voya is a Fortune 500 company that had $7.6 billion in revenue in 2020 and $729 billion in total assets under management and administration as of March 31, 2021. Certified as a “Great Place to Work” by the Great Place to Work® Institute, Voya is equally committed to conducting business in a way that is socially, environmentally, economically and ethically responsible. Voya has earned recognition as one of the World’s Most Ethical Companies® by the Ethisphere Institute; as the No. 1-ranked financial services firm among Barron’s 100 Most Sustainable Companies for three consecutive years; as a member of the Bloomberg Gender Equality Index; and as a “Best Place to Work for Disability Inclusion” on the Disability Equality Index.

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