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 Hands on with processing:

perform research for bulk request exception processing

Validate if client communication is required and draft communication.

Send communication to legal and compliance.

Review and approve communication.

Communication to be routed to rapid response team for distribution.
Perform review of reported issue

Demonstrated ability to perform complex research

Ensures all items are processed and\or resolved on time. Supports business in ensuring positive audit results

Demonstrated ability to CLEARLY, CONCISELY and EFFECTIVELY communicate with external stakeholders about complex issues/problems and work proactively to resolve them

Complies with all client policies, procedures, and Federal/State/Local regulations and escalates issues to the management.

Perform research on all processing irregularities and drive issues to resolution

Strict adherence to non-disclosure of client information by preserving client confidentiality.

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.


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