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? 2+ years of experience in US Retirement Services domain Defined Contributions Managing Institutional contributions/ payroll contributions Alternatively, 1+ years experience in payroll processing (preferred)Remittance file management, Incoming contribution management, Payroll file management, Suspense resolution, Client communication (email and phone), Lockbox managementExperience in the US retirement industry Experience using Omni or any other Record Keeping platform (preferred)Open core Night shifts based on business requirementsGood verbal & written communication skills in EnglishGood typing skill and attention to detail.Good time management skillsAbility work independentlyProcess incoming contributions for assigned clients\transactions. Includes;oManual formatting nonstandard payroll files received (large data), excellent excel skills, data formatting, text to column de-limit. Analytical skills to separate out various contribution sources oSuspense resolution, research and match contributions that dont auto match to a sourceoResolve errors from a remittance file and review reports prior to postingoIndividual contributions - Create deposit TSA/ TPA others, based on contribution received from Lockbox, Wire, ACH, ChequesCommunication:Work with plan administrators and Customer Service Management via email and phone for sending Good Order Notices (GON) and or payroll issues oresolve suspense contributionsEnsures all items are processed and\or resolved in a time. Supports business in audit processes.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 resolutionStrict adherence to non-disclosure of client information by preserving client confidentiality.Research on any queries/ requests sent by the Business Partners/Client Support Team

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