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 flexible 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 ImplementationCovers 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?
- 3+ years of experience in US Retirement Services domain ?? Defined Contributions - Managing participant level services
- 2+ years 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.
- Exposure to quality checker role and responsibilities.
- ASPPA Certified (Preferred)
- Experience in the US retirement industry mandatory
- Good verbal & written communication skills
- Positive typing skills and attention to detail
- Good time management skills
- Ability to work independently
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

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