Plan Manager

Job Summary

Managing key aspects of assigned sponsored plans, the full-time Plan Manager will serve as the primary contact for clients, resolving service issues and collaborating with internal teams to ensure effective plan administration while working remotely.

Key responsibilities

• Serve as the primary customer contact for assigned sponsored plans
• Resolve service and communication issues through direct contact with plan sponsors and internal teams
• Collaborate with sales, recordkeeping, and operations teams to ensure plan alignment and support retention efforts

Required qualifications

• High School Diploma or GED
• 3+ years of financial services industry experience
• Customer service experience and skills
• Experience with Omni systems
• Bachelor's degree in Business Administration or equivalent preferred