Customer Service Senior Analyst

 About The Role  

Skill required: Retirement Solutions - Data Entry Services

Designation: Customer Service Senior Analyst

Qualifications:Any Graduation

Years of Experience:5 to 8 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? US Retirement services :- 401k, 403B, Defined contribution, Client Service Management, Plan Management Services, Plan document, Plan Implementation etcReview specific client requirements and artifacts for completeness and accuracy and notify Implementation TeamReview and updates configuration fields.Review Air Traffic Control report for Plan Merger and Bulk Cross Contract Transfer projectReview artifacts and timeline, ask clarifying questions, answer any questions regarding Client Requirement to Implementation Team.Perform large set of RRMD/MDO payment within deadline for impacted participantsExperience in the US retirement industry mandatoryUnderstanding of Require Minimum Distribution and US Tax calculationKnowledge Management Review and update the process documents to maintain updated repository of the process(es) docs.Training & Certification Completes trainings on time and provides inputs on the training/ certification methodology to the transition team to ensure right skilling on engagement.Performs research, analyzes data and follows up with other functional departments to answer ad-hoc client queries on Fund Transfer and Investment Line up checkEnsures that all individual trades and accounts have been reviewed and verified before performing Fund Transfer and RRMD/MDO payoutPrepares and delivers Impacted participant list to Implementation team before performing RRMD/MDO payouts during Plan Merger and Bulk Cross Contract TransferDeletion of recurring RRMD payment after payoutRRMD Re-establishment for future payment after participant fund transfer to New PlanReview client requirement and impacted participant list with implementation team for projects before execution or Fund TransferUnderstanding of Required Minimum Distribution calculation and OMNI systemReview updated and policy change regarding RMD payoutSystematic Withdrawal Payment and US Taxation updatation in system.Proficient in Excel formulaes, running queries in databases, exception handling, and execution.Flexile to work in Night shifts.Open to working in core Night shifts based on business requirementsGood verbal & written communication skillsGood typing skill and attention to detail.Good time management skills

Roles and Responsibilities: In this role you are required to do analysis and solving of increasingly complex problems Your day to day interactions are with peers within Accenture You are likely to have some interaction with clients and/or Accenture management You will be given minimal instruction on daily work/tasks and a moderate level of instruction on new assignments Decisions that are made by you impact your own work and may impact the work of others In this role you would be an individual contributor and/or oversee a small work effort and/or team Please note that this role may require you to work in rotational shifts
 Qualification Any Graduation