Plan Manager-TPA
Core
Manages all aspects of TPA sponsored plans, maintains client relationships, and contributes to increased profitability.
Role type
Plan Manager (TPA)
Builds
TPA sponsored plans
Domain
Financial services / Retirement services
Deliverable
client delivery
Required skills
plan administration, relationship management, complex issue resolution, product development, process improvement, financial services operations
Preferred skills
retirement services background, high-volume email-driven role experience, independent prioritization
Technologies
Excel
Responsibilities
Serve as primary customer contact for specific sponsored plans, resolve service and communication issues with sponsors and internal units, participate in relationship management, collaborate with sales and operations staff, contribute to product development and process improvement, identify plan retention opportunities
Seniority
Mid-level IC