Plan Manager - Corporate Bundled
Company: VirtualVocations
Location: Racine
Posted on: November 16, 2024
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Job Description:
A company is looking for a Plan Manager-Corporate Bundled to
manage corporate bundled sponsored plans and enhance client
relationships.
Key Responsibilities
Serve as the primary customer contact for specific sponsored
plans
Resolve service and communication issues with sponsors and
customers
Collaborate with internal teams to ensure plan alignment and
contribute to process improvements
Required Qualifications and Education
3+ years of experience in the financial services industry
Customer service experience/skills
Bachelor's degree in Business Administration or equivalent
preferred
Willingness to take the Accredited Retirement Plan Specialist exam
for certification
Keywords: VirtualVocations, Racine , Plan Manager - Corporate Bundled, Executive , Racine, Wisconsin
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