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Insurance Operations Associate

Insurance Operations Associate

Accenture

1 - 3 years

2 - 4 Lacs

gurugram

Posted:1 day ago| Platform:

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Skills Required

insurance project management data analysis quality control administration document management business analysis regulatory reporting sales support sales gdpr cloud intranet operations automation legal onboarding communication skills

Work Mode

Work from Office

Job Type

Full Time

Job Description

About The Role

Skill required: Retirement Solutions - Client Project Management

Designation: Insurance Operations Associate

Qualifications:Any Graduation

Years of Experience:1 to 3 years
Accenture is a global professional services company with leading capabilities in digital, cloud and security.Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song"” all powered by the world's largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. We embrace the power of change to create value and shared success for our clients, people, shareholders, partners and communities.Visit us at www.accenture.com
What would you do? Tower:UK Pension- Client AdministrationLevel:CL12Efficiently and effectively overseeing and coordinating projects to meet the specific needs and expectations of clients. It involves planning, organizing, and executing projects from initiation to completion, ensuring that deliverables are on time, within scope, and aligned with client requirements

What are we looking for? Must have/ minimum requirement

3 years of experience in UK Pension domain – Client Administration (Mandatory).

Must have experience in SIPP (Self-Invested Personal Pension) Support, Client Management, Sales Support and Private Funds, Adviser Servicing, Client Relations.

Knowledge of MS Office Tools.Skillset:

Graduate in any stream.

Experience in the UK Pension domain (mandatory)

Open to flexible shifts based on business requirements.

Good verbal & written communication skills

Good typing skills and attention to detail.

Good time management skills. Ability to work independently

Roles and Responsibilities:
Roles & Responsibilities:

Processing UK Pension Client Administration tasks.

Handling Client Administration tasks include SIPP (Self-Invested Personal Pension) Support, Client Project Management, Sales Support and Private Funds, Adviser Servicing, Client Relations.

Handling adviser charges, calls, company updates, and adviser changes on client records.

Managing investor updates, info requests, beneficiary records, portal queries, plan illustrations, settlements, and advisor changes.

Managing client updates, mailings, legal notices, GDPR tasks, and document management.

Driving operational reporting, regulatory submissions, data analysis, process governance, and Consumer Duty communications oversight.

Supporting advisor onboarding, portal access, pre-sale queries, and streamlined adviser charge management.

Delivering Ops reporting, tool development, process governance, business analysis, intranet management, and regulatory reporting.

Reviewing the client administration request, processing the request and requesting additional information/documents if needed.

Coordinate with internal/external stakeholders to complete the business administration request.

Complies with all regulatory requirements, procedures, and Federal/State/Local regulations.

Researching on any queries/ requests sent by the Business Partners/Client Support Teams and replying to the same with minimum response time.

Taking active participation in process improvements and automation.

Ensure Quality Control standards that have been set are adhered to.

Excellent organizational skills with ability to identify and prioritize high value transactions.

Completing assigned responsibilities and projects within timelines apart from managing daily BAU.
Qualification Any Graduation

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Insurance Operations Associate