Customer Service Associate

 About The Role  

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.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? Fulfill 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 reportsoProviding support on validating the XML version of Form 5500 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, DOL, and SEC regulations on qualified/non-qualified retirement plans, Plan Financial Reporting, Form5500 Reporting, Employee Benefit Plan Audit, and 403(b)/401(a)(k) plan provisionsFamiliarity with GASB, FASB, GAAP, ASC sDemonstrated ability with Microsoft Office Suite and Adobe AcrobatApply analytical skills in working with business and financial dataUnderstanding of retirement plan recordkeeping and regulatory concepts and methodologiesAble to manage competing priorities and deliver results in fast-paced environment within compressed timeframesExperience working in a team environment with demonstrated oral/written communication and time management skillsoWhile 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.o

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