Skill required: Retirement Solutions - Customer Service
Designation: Customer Service Senior Analyst
Qualifications:Any Graduation
Years of Experience:5 to 8 years
About AccentureAccenture 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 699,000 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? 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 best
Customer service refers to the assistance and support provided by a business or organization to its customers before, during, and after a purchase or use of a product or service. It involves addressing inquiries, resolving issues, and ensuring customer satisfaction to build and maintain positive relationships.
What are we looking for? 7+ years of experience in US Retirement Services domain – Defined Contributions - Institutional Services
4+ years of experience in Participant Transition Management with proven ability on the below:
process transactions in recordkeeping system related to plan implementations – i.e., investment changes, plan mergers, and bulk cross contract transfers
Document the requirements and complete intake / quality review, then draft summary change write up / scripts to provide to technology.
Review the changes entered by technology for quality.
Monitor plan activity
Identify and resolve issues.
Excellent communication skills, ability to lead multi-party meetings in the stipulated timelines
ASPPA Certified (Preferred)
Experience in the US retirement industry mandatory
Experience in Leading & Managing teams
Open to working in 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 or with minimal supervision
Roles and Responsibilities: Obtain sign off from client on updated document.
Submit request to implementation/setup team to align Customer systems to update provisions (if needed).
Submit any identified variances to relationship team (contractual or operational) or plan management services system for resolution.
Validate cleared contractual variances and system updates and return for completion as needed or close out task if complete.
Complete quality control review.
Coaching and mentoring others to draw out their skills and expertise
Strong leadership skills, with the ability to motivate and inspire team members
Strict adherence to 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.
Adherence to client SLAs
Identify potential areas that require additional controls
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 750,000 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. We are uniquely able to deliver tangible outcomes because of our broad range of services, solutions and assets across Strategy & Consulting, Technology, Operations, Industry X and Song. These capabilities, 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
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