Sales & Account Management Trainer
The Cigna Group
Client Relationship Manager, Retirement
Voya Financial
full-time
Posted on:
Location: 🇺🇸 United States
Visit company websiteSalary
💰 $84,930 - $141,560 per year
Job Level
Mid-LevelSenior
About the role
- Manages all aspects of Tax Exempt/401k sponsored plans, maintain and enhance relationships with existing clients, and help to contribute to increased profitability.
- Please Note: This position allows remote work from home but will require travel to our Voya office as business requires.
- Candidates must be located within a 50-mile radius from your assigned office.
- The Contributions You’ll Make: Typically responsible for 1-4 clients
- Serves as primary customer contact for specific sponsored plans
- Resolves service and communication issues through direct contact with sponsors, field partners and internal functional units (money in, money out, technical services)
- Participates in relationship management with plan sponsors, financial advisors & consultants and TPA's.
- Contributes to product development and process improvement efforts
- Directly resolves complex service and communications issues with customers
- Identifies and assists field partners with plan retention opportunities
- Attend benefit fairs, Quarterly, Semi-Annual or Annual plan reviews as required
- Other duties as assigned.
Requirements
- Bachelors degree in Business Administration or equivalent 3+ years financial services industry experience
- Customer Services experience/skills
- Prior experience with Omni 7.4, Task Manager, Request Management and Salesforce preferred
