Senior Policy/Plan Coordinator-Money Out

Together we fight for everyone’s opportunity for a better financial future.

We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today.

Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision.

Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage – Apply Now

Get to Know the Opportunity:    
The role of Senior Policy/Plan Service Coordinator provides customer service and support for operational transactions and processes. This role will assist in overall processing, and ongoing administration within the Payout Services / Sponsor Web team.  Works with a diverse product group including Defined Contribution Plans, Mutual Fund IRA’s, and Annuities. Reviews and processes client requests for policy/plan changes, premium accounting and/or disbursements according to established guidelines.
Please Note:  Work location for this role is FLEXIBLE! This position allows 100% remote work from home . Hours 8am -5pm Eastern or Central Time

The Contributions You’ll Make:    

• Coordinate with other departments and field/sales personnel to ensure accurate and complete processing of transactions within the Payout Services and Sponsor Web team.

• Research and resolve issues related to processing transactions related to the overall Payout Services Team and Sponsor Web.

• Analyze and research data and processes in relation to current and ongoing support and initiatives within the Payout Services and Sponsor Web team.

• Produce and review daily reconciliation reports; research/resolve all out of balances.

• Employ Continuous Improvement tools to work with team and internal business partners to identify and mitigate cross team workflow gaps.

• Creation, review and maintenance of standard work, job aids and process procedures.

• Handle calls from advisor and/or agent assistance both inbound and outbound calls/e-mails regarding SPIA’s.

• Assist in monitoring of outstanding work and completion of transactions to ensure that production and accuracy standards are being met.

• QA various transactions for accuracy and completeness.

• Other duties as assigned.

Minimum Knowledge & Experience:   

• 1-2 years insurance industry customer service experience

• In-depth financial industry and/or general business practice knowledge.

• Strong rounded communication - verbal, written, via phone.

• Strong decision-making skills.

• Strong analytical and research skills.

• Task Manager & Omni experience required.

Preferred Knowledge & Experience:

• High school diploma; BA degree preferred.

Compensation Pay Disclosure:

Voya is committed to pay that’s fair and equitable, which means comparable pay for comparable roles and responsibilities.

The below annual base salary range reflects the expected hiring range(s) for this position in the location(s) listed. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Voya Financial is willing to pay at the time of this posting.

Actual compensation offered may vary from the posted salary range based upon the candidate’s geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.

Be Well. Stay Well.

Voya provides the resources that can make a difference in your lives. To us, this means thriving physically, financially, socially and emotionally. Voya benefits are designed to help you do just that. That’s why we offer an array of plans, programs, tools and resources with one goal in mind: To help you and your family be well and stay well.

What We Offer

• Health, dental, vision and life insurance plans
• 401(k) Savings plan – with generous company matching contributions (up to 6%)
• Voya Retirement Plan – employer paid cash balance retirement plan (4%)
• Tuition reimbursement up to $5,250/year
• Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.
• Paid volunteer time — 40 hours per calendar year

Learn more about Voya benefits (download PDF)

Critical Skills

At Voya, we have identified the following critical skills which are key to success in our culture:

• Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
• Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.
• Team Mentality: Partnering effectively to drive our culture and execute on our common goals.
• Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions.
• Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.

Learn more about Critical Skills

Equal Employment Opportunity

Voya Financial is an equal-opportunity employer. Voya Financial provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any other status protected by state or local law.