Plan Manager- Full Service TEM
Core
Manages all aspects of TPA-sponsored plans, maintains client relationships, and drives profitability for financial services clients.
Role type
Plan Manager (TPA)
Builds
TPA-sponsored retirement and financial plans
Domain
Financial services / Retirement plan administration
Deliverable
client delivery
Required skills
TPA plan administration, client relationship management, complex issue resolution, product development collaboration, plan retention strategies, financial services operations
Preferred skills
Retirement services background, high-volume email-driven operations, independent workflow management, Bachelor's in Business Administration
Technologies
Excel, multiple internal systems
Responsibilities
Serve as primary customer contact for specific sponsored plans, resolve service and communication issues with sponsors and internal units, participate in relationship management with plan sponsors, collaborate with sales and operations staff, contribute to product development and process improvement, identify plan retention opportunities
Seniority
Mid-level, hands-on IC