Senior Plan Manager (Mid-Market)
Core
Managing mid-market retirement plans, serving as the primary point of contact for plan sponsors to maintain relationships and resolve complex issues.
Role type
Senior Plan Manager (Mid-Market)
Builds
Client retention and satisfaction for mid-market retirement plans
Domain
Financial services / Retirement planning
Deliverable
client delivery
Required skills
managing complex client relationships, resolving service issues, cross-functional collaboration, product promotion, risk management, mentoring
Preferred skills
mid-market retirement plan experience, cross-functional team collaboration, client retention strategy
Technologies
automation tools, 800-number support systems
Responsibilities
Serve as primary contact for sponsored plans, resolve service and communication issues, support relationship management, collaborate with sales and operations teams, contribute to product development, manage at-risk clients, assist with training new employees, support inbound plan management calls
Seniority
Senior, hands-on IC