Job
Description
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?
Prepare and distribute Group Life conversion option letters via the Participants database and other relevant systems, supporting timely and accurate client communications.Doc Services/Group Pension and Underwriting:Prepare and issue Group Annuity Contracts, Certificates, Riders, and Summary Plan Descriptions (SPDs), ensuring compliance with pension and state regulations through coordination with Legal, Compliance, and Actuarial teams.Support onboarding and maintenance of NAV Trusteed and Group Annuity plans by managing document workflows, adoption agreement reviews, and system updates in collaboration with Employer Records and Document Issuance teams.Assist Underwriting and Document Services teams with special projects, perform quality control checks throughout the issuance process, and ensure timely publication and digital delivery of finalized documents Verify completeness of plan enrollments and amendments, build plans with current provisions (including special enrollments), and manage complex fee structures for Group Annuity contracts.Plan Document Creation & Updates (SPD, SMM, IRS Letters etc.), Group Re-plan Activities (Reissuance of plan documents due to mergers, acquisitions, or plan redesign, Bulk updates to plan provisions (e.g., eligibility, vesting, contribution limits), Audit & Compliance Documentation (Annual Form 5500 filings), Procedural Documentation (SOPs, Checklists, audit controls)Individual Doc Issuance:Process and issue Traditional Life, and Individual Annuity contracts, including IRAs, ROTHs, and FPAs, using the relevant enrollment system.Conduct end-to-end policy and adoption agreement reviews, ensuring compliance with pension and state legislation through coordination with Legal, CoGroup Doc Issuance:Draft, finalize, and issue Summary Plan Descriptions (SPDs) and Adoption Agreements for new and existing DB/DC plans, including custom SPD wording approved by the Underwriting Committee.Manage document lifecycle by importing applications, contracts, and SPDs into the relevant system, ensuring compliance with Document Issuance Procedure and digital delivery protocols via vendors.Prepare and issue Group Annuity Contracts, Certificates,
What are we looking for?
3-5 years of functional expertise in US Retirement Plansincluding both Defined Contribution (DC) and Defined Benefit (DB) schemes, with a strong focus on managing plan and participant level services and operations.Comprehensive understanding of Group & Individual Document Issuance process and services, Employer Records Management, Doc Services, Group Pension and Underwriting and Employee Retirement Benefits.Subject Matter Expert/ Trainer with 2+ years of experience in remote transitions, developing quality checklists, performing RCA, and developing action plans to improve quality performance.Mandatory experience in 401(k) and/or 403(b) plan administration, including day-to-day operations, compliance, and client servicing.Excellent verbal and written communication skills; voice support experience requiredASPPA certified oRetirement Plan Fundamentals - RPFoQualified 401(k) Administrator - QKAoQualified 401(k) Consultant- QKCEmployee Retirement Benefits - Service employee benefit plans for active employees, retirees, and terminated vested participants by handling enrollments, demographic updates, suspensions, loans, withdrawals, rollovers, QDROs, death claims, and other plan transactions across OMNIDC, OMNI Pay, and MATC systems.Execute end-to-end transaction processing and reconciliation for 401(k), non-qualified 401(k), in-plan Roth rollovers, IRA/RIRA, RMD, FPA, and AMDO requests, including creation of manual tax forms and next-day tax statements in MATC.Manage participant, vendor, and internal stakeholder communications through multiple channels (800-line, emails, Webex chat, walk-ins, and personal lines), ensuring timely, accurate responses and documentation.Perform daily controls and reporting, including fraud review for transactions over $10K, tax reporting pilots, reconciliations, corrections, and issuance of required 401(k) reports, with heightened accuracy during peak periods .
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
