0.0 years

0 Lacs

Noida, Uttar Pradesh, India

On-site

Reviewing documents to determine type of request(s) and process them as per set guidelines Requests involve Premiums and Loan payments, Administration of EFT policies and administration of direct bill policies as well as changing premium modes and billing features on policies. . Verifying the sender, process transactions in admin systems and send confirmation letter to the policy owner. These communications could be through email or letters using predefined templates Contribute to individual quality and productivity goals by meeting processing targets focused on turnaround time expectations Promote a positive customer service mindset to surpass the expectations of customers through continuous improvement Identify and capitalize on best practices to ensure consistency and optimal performance in a team based environment Active participation in ongoing development of self Continue to build additional knowledge and understanding of the client's business Perform other duties as needed.

Posted 3 days ago

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Assistant Manager - Retirement Services - Compliance Testing RRD GO Creative

8.0 - 15.0 years

0 Lacs

chennai, tamil nadu

On-site

You will be working as an Assistant Manager in the Retirement Services team at RRD GO Creative, a company specializing in business communications, marketing solutions, and digital productivity. With over three decades of experience, our company focuses on transforming customer experiences through Global Brand Solutions, Smart Work Solutions, and Technology & Innovation Services. Your primary responsibility will be to oversee the Retirement Process, specifically focusing on 401K, Defined Contributions, and Defined Pensions. You will be expected to manage workflows efficiently, meet defined Turnaround Times (TATs), and act as a Subject Matter Expert (SME) for the assigned processes. Collaboration with Line of Business partners and maintaining high levels of engagement and communication will be essential aspects of your role. To excel in this position, you should possess 8-15 years of experience in retirement services, particularly in ADP/ACP testing, Top Heavy and Coverage testing, and 5500 form processing. A background in Commerce, Finance, or an MBA along with a strong understanding of 401K, Defined Contributions, Pension claims, US Pension Retirement accounts, and Insurance Claims will be beneficial. Proficiency in MS Office Suite, hands-on experience in retirement claims management and reconciliation, excellent communication skills, and the ability to work flexible shifts are qualities that will be advantageous in this role. Your capability to work both independently and collaboratively with cross-functional teams will be crucial in ensuring accurate management reporting and successful delivery of key metrics and performance indicators.,

Posted 1 week ago

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Sr. Solution Consultant Institutional Assets and Retirement Services Persistent Systems

16.0 - 22.0 years

0 Lacs

pune, maharashtra

On-site

You will be responsible for serving as a Sr. Solution Consultant specializing in Institutional Assets and Retirement Services at our Pune location. With 16 to 22 years of experience in the BFSI sector, you will need to possess a thorough understanding of the industry trends and client issues. Your role will involve collaborating with Sales teams to identify new opportunities through market research, business analysis, and client profiling. Additionally, you will be required to create proposals, deliver presentations and solution demonstrations, and provide high-level estimates at the Solution, Architecture, and Design level. You will play a crucial role in the entire project lifecycle, from opportunity identification to delivery handover, by liaising with various teams such as Sales, Delivery, Horizontals, and Legal departments. Your expertise in the BFSI space, particularly in the Institutional Assets and Retirement Services domain, will be invaluable in developing strong solutions and engaging with stakeholders effectively. You should have experience in presales, technology solutions, communication, presentation, and stakeholder management. Familiarity with new technology trends such as GenAI, AI/ML, and RPA, as well as the ability to work with geographically distributed teams and undertake domestic and international travels, are essential for this role. In return, you can expect a competitive salary and benefits package, a culture focused on talent development, opportunities to work with cutting-edge technologies, and various employee engagement initiatives. Persistent Ltd. is committed to creating an inclusive environment that values diversity and offers hybrid work options, flexible hours, and accessible facilities for employees with disabilities. If you are looking to accelerate your growth, make a positive impact using the latest technologies, and collaborate in a values-driven work environment, join us at Persistent. Persistent is an Equal Opportunity Employer that promotes diversity and inclusion in the workplace. We encourage applications from qualified individuals of all backgrounds and abilities, ensuring a supportive and inclusive environment where every employee can thrive.,

Posted 2 weeks ago

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