Plan Manager

Voya Financial

. Serve as the primary customer contact for assigned sponsored plans .

Posted 10/15/2026full-timeRemote • United StatesMid-LevelSenior💰 $56,000 - $70,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong customer service skills and financial services industry experience, with a focus on relationship management and process improvement. Capable of resolving complex issues and collaborating effectively with internal teams and external partners.

Highest-signal resume keywords

Customer Service ExperienceFinancial Services Industry ExperienceRelationship ManagementProcess ImprovementOmni Experience

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

Communication SkillsProblem-Solving Skills

Certifications & Qualifications

High School DiplomaGEDBachelor’s Degree in Business Administration

Industry Keywords

Plan SponsorsCustomer ContactService IssuesPlan ManagementDistribution PartnersTPAs

About the role

Key responsibilities & impact

Serve as the primary customer contact for assigned sponsored plans
Resolve service and communication issues through direct contact with plan sponsors, other customers, and internal functional teams, including money in, money out, and technical services
Participate in relationship management efforts with plan sponsors and customers
Collaborate with sales, recordkeeping, and operations teams to help ensure plan alignment
Contribute to product development and process improvement efforts
Resolve complex customer service and communication issues
Identify and support plan retention opportunities involving sponsors, distribution partners, and TPAs
Support plan management 800-number calls as assigned
Perform other duties as assigned

Requirements

What you’ll need

High School Diploma or GED
3+ years of financial services industry experience
Customer service experience and skills
Omni experience
Bachelor’s degree in Business Administration or equivalent (preferred)

Benefits

Comp & perks

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
Annual cash incentives, sales incentives, and/or long-term incentives based on the role and achievement of annual performance objectives