Skill required: Retirement Solutions - Retirement Planning Services
Designation: Insurance Operations Associate
Qualifications:Any Graduation
Years of Experience:1 to 3 years

Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Songall powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 784,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries.
What would you do Experience in US Retirement Services domain Defined Contributions - Managing participant level services Expertise in Money In processes such as Asset transfer, enrollments, record keeping services, account maintenance, IRA contributions, file processing, etc.Address change verification: Verify participants addresses using tools provided by public records system and the United States Postal Service.Retirement solution is a comprehensive process to understand how much money you will need when you retire Retirement solution also helps you identify the bestPerform end to end processing of monetary and non monetary transactions based on scanned forms and system generated requests, ensuring 100 accuracy and adherence to turnaround timelines. Be adaptable to work in US business hours shifts ONLY based on operational Execute transactional activities such as account creation, account maintenance, fund movements, rollovers, and transfers as per client instructions
What are we looking for 1.Any Bachelors degree2.Experience in the US retirement industry mandatory3.Open to working in US shifts based on business requirements4.Good verbal and written communication skills 5.Good typing skills and attention to detail.6.Good time management skills7.Ability to work independently




Roles and Responsibilities: Perform end to end processing of monetary and non monetary transactions based on scanned forms and system generated requests, ensuring 100 accuracy and adherence to turnaround timelines. Be flexible to work in US business hours shifts ONLY based on operational Execute transactional activities such as account creation, account maintenance, fund movements, rollovers, and transfers as per client instructions and standard operating procedures. Review and validate client-submitted forms (scanned image-based) to determine IGO NIGO status, ensuring completeness, accuracy, and compliance before processing. Demonstrate strong working knowledge of rollover in, transfer, and enrollment request processing, with the ability to identify discrepancies and resolve exceptions. Ensure strict compliance with data confidentiality and non disclosure requirements, safeguarding sensitive client and financial information at all times. Comply with client policies, internal procedures, and applicable Federal State Local regulations, escalating risks, errors, or potential breaches to management promptly. Research and respond to transaction related queries from Business Partners and Client Support Teams within defined SLAs. Prioritize and manage high value and time sensitive transactions to minimize financial, operational, and compliance risk. Perform quality checks and self audits to ensure transactions meet established Quality Control and accuracy standards. Complete assigned daily BAU activities while supporting special projects, backlogs, and volume surges as required. Actively participate in process improvement, workflow optimization, and automation initiatives to improve efficiency and reduce manual errors. Support the creation, review, and maintenance of process documentation and SOPs, ensuring alignment to current practices.

Qualification
Any Graduation

📌 Insurance Operations Associate (Mumbai)
🏢 Accenture
📍 Mumbai