Customer Service Analyst

 About The Role  

Skill required: Retirement Solutions - Data Entry 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.Retirement solution is a comprehensive process to understand how much money you will need when you retire. Retirement solution also helps you identify the bestProcess 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? oWhile no direct client interaction will take place, the destination of the team members work product is in the hands of our institutional clients and their auditor/consultant/Form 5500 preparer with the ultimate recipient being the US regulatory agencies that enforce the rules under ERISA.oAbility to analyze data, research exceptions, and to provide solutions. Manage risk by escalating compliance issues with internal partners to resolve procedural inquiries, audit questions, reporting issues, or data issues. oReview and deliver requested documentation for audit purposes to institutional clients, auditors, consulting firms and regulatory agencies.oUnderstanding and Demonstration of retirement plan documentation, audited financial statements, audit procedures, reporting and compliance requirements of ERISA, IRS, DOL and SEC regulatory guidance with respect to qualified and non-qualified retirement plans. oUnderstanding and Demonstration of retirement plan recordkeeping and plan administrative systems/practices.5500 plan financial reporting and Plan audit support, compliance testingReporting and compliance knowledge and experience in Employee Retirement Income Security Act of 1974 (ERISA), IRS, DOLFulfill participant directed transaction documentation requests received via corporate workflow tool:oCompile documents for each of the transaction types and present them based on the direction outlined in the Fulfilling an Audit Request for Documentation for the Test of Transactions Standard Operating Procedure (SOP)oComplete close out of workflow task once the audit package has been prepared and quality reviewed in alignment with established business standardsPrepare and deliver the annual and quarterly financial reporting packagesoExecute a series of preliminary validations of reporting data for annual and quarterly reporting packages prior to completing the exception review process.oResearch exceptions generated and Footnote/bypass as applicable using the recommend solution documents for identified report exceptions.oEnsure timely delivery in alignment with established business standards based on report period end date.Provide support on adhoc reports and reconciliation requestso Providing financial reports on adhoc basis and periodic basis for the Clients based on their requirements and assisting in preparing and reconciling Brokerage reportso

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