Skill required: Retirement Solutions - Retirement Planning Services

Designation: Customer Service Associate

Qualifications:Any Graduation

Years of Experience:1 to 3 years

What would you do We help insurers redefine their customer experience while accelerating their innovation agenda to drive sustainable growth by transforming to an intelligent operating model. Intelligent Insurance Operations combines our advisory, technology, and operations expertise, global scale, and robust ecosystem with our insurance transformation capabilities. It is structured to address the scope and complexity of the ever-changing insurance environment and offers a adaptable operating model that can meet the unique needs of each market segment.
You would be part of Retirement services team, Experience in the US retirement industry specifically 401k , 403B, Moneyout, Lumpsum, Defined contribution, Client Service Management, Plan document, Plan Implementation
Covers the full range of services needed throughout a plans life, including plan development enhancement, sales marketing, plan sponsor/institutional client onboarding/management, participant enrollment/management, sponsor and member servicing reporting. Their products consist of individual retirement accounts (Roth IRA), college savings accounts, guaranteed investment contracts, fixed variable deferred annuities (qualified non qualified), as well as corporate retirement funds.

What are we looking for 2+ years of experience in US Retirement Services domain Defined Contributions - Managing participant level services

Experience in Money Out processes such as Inservice withdrawal, Survivor benefit, Immediate Annuity, Deferred Annuity,



Hardship withdrawal determination and payments, Rollover out, Lump Sum Distribution, Required Minimum Distributions, Complex Distributions, Loan payoff and child support
Processing monetary and non-monetary transactions for assigned clientstransactions. Ensuring accuracy on transactions processed

Strict adherence non-disclosure of client information by preserving client confidentiality.

Complies with all client policies, procedures, and Federal/State/Local regulations and escalates issues to the management.

Researching on any queries/ requests sent by the Business Partners/Client Support Teams and replying the same with minimum response time.

Taking active participation in process improvements and automation.

Ensure Quality Control standards that have been set are adhered to.

Excellent organizational skills with ability identify and prioritize high value transactions.

Completing assigned responsibilities and projects within timelines apart from managing daily BAU.

Roles and Responsibilities:
- In this role you are required to solve routine problems, largely through precedent and referral to general guidelines

- Your expected interactions are within your own team and direct supervisor

- You will be provided detailed to moderate level of instruction on daily work tasks and detailed instruction on new assignments

- The decisions that you make would impact your own work

- You will be an individual contributor as a part of a team, with a predetermined, focused scope of work

- Please note that this role may require you to work in rotational shifts

Qualification Any Graduation

📌 Customer Service Associate (Bengaluru)
🏢 Accenture
📍 Bengaluru