Customer Service Associate

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.Retirement solution is a comprehensive process to understand how much money you will need when you retire. Retirement solution also helps you identify the bestCovers 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

Experience in the US retirement industry (not mandatory)

Open core Night shifts based on business requirements

Good verbal & written communication skills

Good typing skill and attention to detail.

Good time management skills

Ability work independently

Roles and Responsibilities:
Roles & Responsibilities:

Processing monetary and non-monetary transactions for assigned clients\transactions. 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.

 
Qualifications 

Any Graduation