Skill required: Retirement Solutions - Retirement Planning Services

Designation: Insurance Operations Associate

Qualifications:Any Graduation

Years of Experience:1 to 3 years

About Accenture

Accenture is a global professional services company with leading capabilities in digital, cloud and security.Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song— all powered by the world’s 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. We embrace the power of change to create value and shared success for our clients, people, shareholders, partners and communities.Visit us at www.accenture.com

What would you do?

- - 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
- - 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
- 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?
- 1. Any Bachelors degree
- 2. Experience in the US retirement industry mandatory

- 3. Open to working in US shifts based on business requirements
- 4. Good verbal and written communication skills
- 5. Good typing skills and attention to detail.
- 6. Good time management skills

- 7. Ability to work independently
- Online Transaction Processing (OLTP) - P1 Roles and Responsibilities:
- Strong attention to detail and accuracy.
- Good analytical and problem-solving skills.
- Ability to manage multiple priorities in a quick-paced environment.
- Effective communication and stakeholder management skills.
- Strong commitment to quality, compliance, and client service.

📌 Insurance Operations Associate (Mumbai)
🏢 Accenture in India
📍 Mumbai