Plan Manager
Core
Manage assigned sponsored plans, serve as primary client contact, and resolve service issues to support plan administration and retention.
Role type
Plan Manager
Builds
Sponsored retirement plans and related financial services
Domain
Financial services / Retirement planning
Deliverable
client delivery
Required skills
plan administration, customer service, relationship management, process improvement, sales collaboration, technical services support, retention strategies, call center support
Preferred skills
Business Administration degree
Technologies
Omni
Responsibilities
Serve as primary customer contact for assigned sponsored plans, resolve service and communication issues, participate in relationship management, collaborate with sales and operations teams, contribute to product development, support plan management calls
Seniority
Mid-level, hands-on IC
