Customer Service Analyst

Skill required: Retirement Solutions - Retirement Planning 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
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 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.
4+ 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


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