Plan Management Manager
Core
Direct oversight of the Sponsor Services Resolution Team and Plan Terminations function, ensuring seamless operation of client support lines and efficient plan liquidations.
Role type
Senior Plan Management Manager (Supervisory)
Builds
TPA Services support infrastructure and plan termination workflows
Domain
Financial Services / Retirement Services
Deliverable
client delivery
Required skills
Plan Management, Retirement Services, Supervisory Leadership, KPI Optimization, Process Improvement, Escalation Management, Cross-functional Collaboration
Preferred skills
Financial Services Industry Knowledge, Legal/Compliance Issues, Systems and Technology Knowledge
Technologies
Call center systems, shared mailbox platforms, plan management software
Responsibilities
Monitor and optimize key performance indicators (KPIs) for call center operations; Lead the Plan Terminations function with hands-on guidance; Serve as the escalation point for complex termination scenarios; Coach, mentor, and manage performance of direct and indirect staff; Collaborate with sales, recordkeeping, and operations staff; Resolve escalated service and communication issues with customers.
Seniority
Manager, supervisory level