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.
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

3+ years of mandatory experience in Plan Document Unit with proven ability on the below:
o Receive request for document update and submit to Supplier.
o Perform in good order/not in good order review and communicate gaps in inputs back to client or relationship team (if any).
o Perform due diligence on request and resolve contractual variances (if any).
o Draft new / updated plan document (for clients on Customers plan document). If external, document provisions in system (e.g., Plan Document Review).
o Perform quality control review of plan document against incoming requirement.

Excellent communication skills, ability to lead multi-party meetings in the stipulated timelines

ASPPA Certified (Preferred)

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.


Roles and Responsibilities:

In this role you are required to solve routine problems, largely through precedent and referral to general guidelines

Your expected interactions are within your own team and direct supervisor

You will be provided detailed to moderate level of instruction on daily work tasks and detailed instruction on new assignments

The decisions that you make would impact your own work

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

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


Qualification Any Graduation