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Plan Manager - Corporate Bundled

Company: VirtualVocations
Location: Tacoma
Posted on: October 16, 2024

Job Description:

A company is looking for a Plan Manager-Corporate Bundled to manage corporate bundled plans and enhance client relationships.



Key Responsibilities

Serve as the primary contact for specific sponsored plans and handle complex cases
Resolve service and communication issues with sponsors and internal teams
Identify plan retention opportunities and support training for new employees


Required Qualifications and Education

5+ years of experience in the financial services industry
Customer service experience with sensitive and key clients
Bachelor's degree in Business Administration or equivalent preferred
Ability to obtain ARPS certification

Keywords: VirtualVocations, Seattle , Plan Manager - Corporate Bundled, Executive , Tacoma, Washington

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