Plan Manager Special Projects

Overview

Remote
$74.88 - $74.88
Contract - W2
Contract - 8 Month(s)
10% Travel

Skills

BOT
Omni

Job Details

Job Title: Plan Manager Special Projects
Contract: 6 8 Months
Location: Fully Remote (Preference for candidates local to MA)
Pay Rate: $74.88/Hr
Position Summary
We are seeking an experienced Plan Manager (Contractor) to accelerate the Plan Management organization s AI communications integration efforts. This role will support operational readiness, documentation, testing, and training activities tied to AI-driven automation and bot deployment. While the primary focus will be project-related, the contractor must also bring retirement recordkeeping and plan management expertise to provide coverage for core Plan Manager duties when needed.
Key Responsibilities
Project Support AI & Automation
  • Perform email labeling and data extraction to support AI mining and BOT accuracy.
  • Participate in project meetings, offering input and clarifying requirements.
  • Execute QA tasks, validating BOT outputs and form accuracy.
  • Conduct post-go-live monitoring to assess BOT performance and user experience.
  • Develop/update procedures, job aids, and onboarding/offboarding documentation.
  • Maintain Q&A reference materials for Plan Managers and leadership.
  • Manage project SharePoint issues log, tracking pain points, blocked items, and IT escalations.
  • Act as primary point of contact for PM issue reporting and resolution.
  • Coordinate and execute user testing pre- and post-go-live.
  • Facilitate team training sessions across Plan Management teams.
Plan Management Support (As Needed)
  • Serve as contact for assigned plans, TPAs, advisors, and brokers.
  • Resolve service and communication issues in collaboration with internal teams.
  • Manage daily service needs, transactions, and plan operations.
  • Liaise with Central Services, Compliance, and Financial Control teams.
  • Support relationship management for client service delivery.
  • Apply operational best practices to drive efficiency.
Qualifications
  • 5+ years of financial services experience, ideally in retirement recordkeeping or plan management.
  • Strong communication skills across business and technical teams.
  • Proven ability to manage sensitive client relationships and complex service issues.
  • Experience with documentation, training, and quality assurance.
  • Proficiency with workflow ticketing systems, Omni 5.2/7.4, Salesforce.
  • Strong organizational, analytical, and project management skills.
Preferred Attributes
  • Process improvement and documentation expertise.
  • Experience supporting AI or BOT deployment in operational settings.
  • Ability to work independently and collaboratively in a fast-paced environment.
  • Comfortable working with ambiguity, with a proactive problem-solving mindset.
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