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Plan Manager
A company is looking for a Plan Manager-Bundled Pooled. Key Responsibilities Provide Sponsor and Advisor service support for Corporate Bundled plans via shared mailbox and inbound toll-free line Serve as a single point of contact for customer inquiries, ensuring immediate resolution through collaboration with internal business partners Maintain strong relationships with internal and external stakeholders to enhance service delivery Required Qualifications A college degree with 3 to 5 years of equivalent work experience in Defined Contribution administration Proficiency in Excel, Word, and Outlook, with the ability to quickly learn proprietary systems Knowledge of EASE record-keeping systems is preferred Understanding of contribution and/or distribution processing is desired but not mandatory
A company is looking for a Plan Manager-Bundled Pooled.
Key Responsibilities
Provide Sponsor and Advisor service support for Corporate Bundled plans via shared mailbox and inbound toll-free line
Serve as a single point of contact for customer inquiries, ensuring immediate resolution through collaboration with internal business partners
Maintain strong relationships with internal and external stakeholders to enhance service delivery
Required Qualifications
A college degree with 3 to 5 years of equivalent work experience in Defined Contribution administration
Proficiency in Excel, Word, and Outlook, with the ability to quickly learn proprietary systems
Knowledge of EASE record-keeping systems is preferred
Understanding of contribution and/or distribution processing is desired but not mandatory