Customer Service Associate - Retirement Solutions

Customer Service New Associate

Skill required: Retirement Solutions - Data Entry Services
Designation: Customer Service New Associate
Qualifications:Any Graduation
Years of Experience:0 to 1 years
About Accenture
Accenture is a global professional services company with leading capabilities in digital, cloud and security.Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song— all powered by the world’s largest network of Advanced Technology and Intelligent Operations centers. Our 784,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. We embrace the power of change to create value and shared success for our clients, people, shareholders, partners and communities.Visit us at www.accenture.com
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? The team is responsible for verifying beneficiaries and updating information for accounts of deceased participants. The team processes all beneficiary requests and takes suitable actions in line with established procedures. They are responsible for researching and verifying these requests within the agreed service level agreements (SLA), ensuring that every settlement request follows the proper protocol. · 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 solve routine problems, largely through precedent and referral to general guidelines • Your primary interaction is within your own team and your direct supervisor • In this role you will be given detailed instructions on all tasks • The decisions that you make impact your own work and are closely supervised • You will be an individual contributor as a part of a team with a predetermined, narrow scope of work • Please note that this role may require you to work in rotational shifts • 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.