Customer Service Analyst

Skill required: Retirement Solutions - Data Entry Services


Designation: Customer Service Analyst


Qualifications:Any Graduation


Years of Experience:3 to 5 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.
You would be part of Retirement services team, Experience in the US retirement industry specifically 401k , 403B, Moneyout, Lumpsum, Defined contribution, Client Service Management, Plan document, Plan Implementation
Process of inputting, updating, or managing information in various digital formats. This includes tasks such as typing data into spreadsheets or databases, verifying accuracy, and ensuring that information is organized and accessible. Data entry services are often outsourced to specialized providers for efficiency and accuracy in handling large volumes of data.


What are we looking for

Perform all Life Events Services functions in accordance with the SOP.

Reviewing information provided by the plan participant in the Bene Asset Transfer Forms

Research /validate if there are any plan restrictions that will stop the transfer

Follow-up mailings and documentation in compliance with regulatory requirements

Funds Validation

Manage assigned cases in time with accuracy

Adhere to the Service levels meet the desired numbers monthly.

US Retirement Services domain Working knowledge in 401k, 403b, payment processing
Good Attention to detail with research and timely resolution ability.
Ability to work in complex challenging situations.
Excellent written communication skills
ASPPA Certified (Preferred)


Roles and Responsibilities:

In this role you are required to do analysis and solving of lower-complexity problems

Your day to day interaction is with peers within Accenture before updating supervisors

In this role you may have limited exposure with clients and/or Accenture management

You will be given moderate level instruction on daily work tasks and detailed instructions on new assignments

The decisions you make impact your own work and may impact the work of others

You will be an individual contributor as a part of a team, with a focused scope of work

Please note that this role may require you to work in rotational shifts


Qualification Any Graduation