Customer Service Associate Manager

 About The Role  

Skill required: Retirement Solutions - Data Entry Services

Designation: Customer Service Associate Manager

Qualifications:Any Graduation

Years of Experience:10 to 14 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 bestThe ROSS - Money Out Manager is responsible for ensuring individual and Institutional client satisfaction across markets by managing specific daily administrative, operational and record keeping functions of Individual and institutional clients through tactical day-to-day support for client service and business development.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? US Retirement Services domain Defined Contributions - Institutional Services Experience in US Monetary Process (Contributions, Distributions, Refunds, Forfeitures, Loans, Adjustments etc.)US Retirement Middle Office knowledge preferred in addition to experience in participant services.Review and updates on the US regulatory laws under DOL & ERISA. Good Attention to detail with research and timely resolution ability.Ability to work in centers of excellence model. Excellent written communication skills ASPPA Certified (Preferred)14 + Years in US Retirement Services Domain8+ Years of Managerial experience with peoples span of 35 -50 resourcesHands on with process reporting:SLA, NPS, TAT, Quality, AHT, NIGO, RCA Excellent People Leadership skillsSkillset:Graduate (mandatory), preferably from commerce backgroundExperience in the US retirement industry.Flexible to work in US Shifts (Across time zones based on business requirement) is a must.Good verbal & written communication skills in EnglishGood typing skill and attention to detail.Good working knowledge of MS ExcelGood time management skillsAbility to work independently Ability to work in centers of excellence model. Excellent written communication skills

Roles and Responsibilities: Lead a team of retirement money-out specialists in providing high-quality retirement planning and investment management services to clientsConduct regular team meetings to review performance metrics, share best practices, and develop action plans for continuous improvement.Providing coaching, training, and mentoring team leaders leads to developing their skills and expertise.Collaborate with Internal departments and operations team across locations, to ensure the successful execution of business objectives.Develop and maintain a deep understanding of the retirement planning and investment management landscape, including industry trends, emerging technologies, and regulatory requirements.Conduct periodic reviews of processes to ensure compliance with internal policies and external regulations.Strong understanding of various risks, SOX, SOC1 and Process controls associated with Operational processes in this space with ability to implement control frameworkDetailed oriented in order to avoid, eliminate and mitigate risk.Prepare and present reports to senior management on team performance, client satisfaction, and business metrics.Co-ordinate between client facing and operations teams to resolve client issues/escalations.Excellent people leadership skills, ability to manage team in critical situations and drive holistic engagementAbility to understand and analyze complex problem and provide effective tactical and strategic solutionExperience of thorough contingency planning to ensure strong resiliency
 Qualification Any Graduation