Customer Service Associate

Skill required: Retirement Solutions - Data Entry 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.
The Client Services Manager I (CSM I) is responsible for ensuring institutional client satisfaction across markets by managing specific daily administrative, operational and record keeping functions of institutional clients through tactical day-to-day support for client service and business development.

Key Responsibilities and Duties
Services clients, drives best practices, and improves client outcomes through excellent customer service and operational excellence.
Respond to client service needs and own end to end identified tasks through a centralized service model.
Provides operational and administrative support including but not limited to online remittance support, file exchange, involuntary distributions, lost earnings calculations, plan document and plan design support, plan remediations,
Builds institutional knowledge and relationships while enhancing functional understanding of TIAA services and products.
Submits and tracks service request work items appropriately in partnership with business partners.

What are we looking for

Graduate (mandatory), preferably from commerce background
Experience in the US retirement industry.
Flexible to work in US Shifts (Across time zones based on business requirement) is a must.
Good verbal written communication skills in English
Good typing skill and attention to detail.
Good working knowledge of MS Excel
Good time management skills
Ability to work independently
3+ Years Preferred

US Retirement Services domain Defined Contributions - Institutional ServicesExperience in US Monetary Process (Contributions, Distributions, Refunds, Forfeitures, Loans, Adjustments etc.)
US Retirement Middle Office / Plan Level documentation knowledge preferred in addition to experience in participant services.
Knowledge of handling Participant Census data.
Review and updates plan configuration fields.Good Attention to detail with research and timely resolution ability.
Ability to work in centers of excellence model.
Excellent written communication skills
ASPPA Certified (Preferred)CRPS (Preferred)

Roles and Responsibilities: Assist Client Facing personnel on middle office and back-office activities.
Support Plan Sponsors and Administrators on plan level activities that include but are not limited to contribution services, withdrawals distributions, loans, reporting Recordkeeping system updates, involuntary distributions and lost earnings calculations
Support clients on research and resolution of issues related to benefit services like Eligibility Services, Online Salary Deferral Enrollments, Auto Services, Vesting calculations.
Support Plan Management activities like Plan Document Services, Plan reporting audit, Adjustments and remediations, Participant escalations, plan focus support.
Assist clients in correction of any plan / participant level data issues.
Co-ordinate between client facing and operations teams to resolve client issues/escalations.

Qualification Any Graduation