Skill required: Retirement Solutions - Data Entry Services
Designation: Customer Service Senior Analyst
Qualifications:Any Graduation
Years of Experience:8 to 10 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? Underwriting & Consultant Support: Provide operational and documentation support to Underwriting staff and assist consultants with document-related requests. Interface with internal departments to resolve documentation queries and support interdepartmental coordination. Policy & Plan Document Review: Perform end-to-end review of policy documents and adoption agreements to ensure accuracy and completeness. Review and prepare documentation for legacy group products, including TDA, SEP, SIMPLE, NAV Trusteed plans, Group Annuity plans, amendments, contracts/certificates, riders, and Summary Plan Descriptions (SPDs). Individual Annuity Document Processing: Perform quality control reviews for individual annuity products. Prepare required cover pages and supporting documentation for contracts, including state-specific requirements (e.g., WA). Regulatory & Compliance Coordination: Coordinate with internal teams such as Legal, State Compliance, Loans, Actuarial, Billing, and Employer Records to ensure documents comply with applicable pension and state regulations. Support system development and document updates to align with new legislation and regulatory requirements. Document Management & Systems: Upload and index documents into administrative systems accurately and within defined timelines. Maintain document integrity, version control, and audit readiness through proper indexing and recordkeeping. Client & Internal Requests: Handle requests for specimen individual annuity contracts. Process requests for copies of issued contracts, certificates, and related documentation in a timely and accurate manner.
What are we looking for? Functional expertise in U.S. retirement plans, including both Defined Contribution (DC) and IRA. In-depth experience in Individual Document Issuance, encompassing the preparation, review, issuance, and ongoing maintenance of individual and group product documentation in support of underwriting, consulting, and operational teams. Demonstrated expertise in end-to-end document review, quality assurance, regulatory alignment, and system uploads to ensure accurate, compliant, and timely issuance of contracts and plan-related documents. Hands on with developing process documentation (SOP), capturing exceptions, process flow, process maps, and NIGO rules. hands-on experience in document issuance, policy administration, or insurance/retirement operations Strong understanding of individual annuity and legacy group product documentation Subject Matter Expert/ Trainer with 2+ years of experience in remote transitions, developing quality checklists, performing RCA, and developing action plans to improve quality performance. Mandatory experience in 401(k) and/or 403(b) plan administration Excellent verbal and written communication skills; Inbound and Outbound voice support experience required
Roles and Responsibilities: Underwriting & Consultant Support: Provide operational and documentation support to Underwriting staff and assist consultants with document-related requests. Interface with internal departments to resolve documentation queries and support interdepartmental coordination. Policy & Plan Document Review: Perform end-to-end review of policy documents and adoption agreements to ensure accuracy and completeness. Review and prepare documentation for legacy group products, including TDA, SEP, SIMPLE, NAV Trusteed plans, Group Annuity plans, amendments, contracts/certificates, riders, and Summary Plan Descriptions (SPDs). Individual Annuity Document Processing: Perform quality control reviews for individual annuity products. Prepare required cover pages and supporting documentation for contracts, including state-specific requirements (e.g., WA). Regulatory & Compliance Coordination: Coordinate with internal teams such as Legal, State Compliance, Loans, Actuarial, Billing, and Employer Records to ensure documents comply with applicable pension and state regulations. Support system development and document updates to align with new legislation and regulatory requirements. Document Management & Systems: Upload and index documents into administrative systems accurately and within defined timelines. Maintain document integrity, version control, and audit readiness through proper indexing and recordkeeping. Client & Internal Requests: Handle requests for specimen individual annuity contracts. Process requests for copies of issued contracts, certificates, and related documentation in a timely and accurate manner.

Any Graduation

About Accenture

Accenture is a leading global professional services company that helps the world’s leading businesses, governments and other organizations build their digital core, optimize their operations, accelerate revenue growth and enhance citizen services—creating tangible value at speed and scale. We are a talent- and innovation-led company with approximately 791,000 people serving clients in more than 120 countries. Technology is at the core of change today, and we are one of the world’s leaders in helping drive that change, with strong ecosystem relationships. We combine our strength in technology and leadership in cloud, data and AI with unmatched industry experience, functional expertise and global delivery capability. Our broad range of services, solutions and assets across Strategy & Consulting, Technology, Operations, Industry X and Song, together with our culture of shared success and commitment to creating 360° value, enable us to help our clients reinvent and build trusted, lasting relationships. We measure our success by the 360° value we create for our clients, each other, our shareholders, partners and communities.

Visit us at www.accenture.com 

Equal Employment Opportunity Statement

We believe that no one should be discriminated against because of their differences. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, military veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by applicable law. Our rich diversity makes us more innovative, more competitive, and more creative, which helps us better serve our clients and our communities.