Job Description
Skill required: Retirement Solutions - Data Entry Services
Designation: Customer Service Senior Analyst
Qualifications:Any Graduation
Years of Experience:8 to 10 years
About Accenture
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 784,000 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 Enrollment, Contract & Account Administration: Review, validate, and approve enrollment forms in accordance with product and regulatory requirements. Generate contracts and process account and address updates based on product type. Execute ownership exchanges, beneficiary updates, and Power of Attorney (POA) changes as per documented procedures. Transaction Processing & Payments: Process Required Minimum Distributions (RMDs), annuitizations, surrenders, partial withdrawals, and death claims. Execute payments, check writing, assignments, and money-out transactions with accuracy and timeliness. Perform stop/reissue processing and reconcile outbound payments. Tax, Regulatory & Financial Reconciliation: Support tax reporting activities and perform tax-related reconciliations. Reconcile remittances using relevant reports and monitor/manage unallocated funds on a daily basis. Ensure transactions comply with regulatory requirements and internal controls. Transfers, Rollovers & Contributions: Process incoming transfers, outgoing transfers, and rollovers in accordance with plan provisions and documented procedures. Workflow, Systems & Documentation: Perform OnBase indexing and commit batches to ensure data accuracy and workflow continuity. Utilize multiple systems (including OnBase and product-specific platforms) to execute transactions and maintain records. Support training materials, procedures, workflows (WFs), releases, and contract-related documentation as required. NIGO & Exception Management: Identify, investigate, and resolve Not In Good Order (NIGO) cases and operational exceptions. Communicate and follow up to minimize processing delays and prevent repeat issues. Perform self-quality checks and escalate complex issues as appropriate.
What are we looking for Functional expertise in U.S. retirement plans, including both Defined Contribution (DC) and Defined Benefit (DB) schemes and IRA. In-depth experience in Individual Product Support, delivering end-to-end operational processing for individual insurance and retirement products. Proven expertise in hands-on review and approval of enrollments, contract generation, transaction execution, remittance reconciliation, exception management, and regulatory support, ensuring high accuracy, compliance, and timely service delivery. Hands on with developing process documentation (SOP), capturing exceptions, process flow, process maps, and NIGO rules. Strong knowledge of enrollments, contracts, distributions, transfers, and remittance reconciliation Subject Matter Expert/ Trainer with 2+ years of experience in remote transitions, developing quality checklists, performing RCA, and developing action plans to improve quality performance. Mandatory experience in 401(k) and/or 403(b) plan administration Excellent verbal and written communication skills; Inbound and Outbound voice support experience required
Roles and Responsibilities: Enrollment, Contract & Account Administration: Review, validate, and approve enrollment forms in accordance with product and regulatory requirements. Generate contracts and process account and address updates based on product type. Execute ownership exchanges, beneficiary updates, and Power of Attorney (POA) changes as per documented procedures. Transaction Processing & Payments: Process Required Minimum Distributions (RMDs), annuitizations, surrenders, partial withdrawals, and death claims. Execute payments, check writing, assignments, and money-out transactions with accuracy and timeliness. Perform stop/reissue processing and reconcile outbound payments. Tax, Regulatory & Financial Reconciliation: Support tax reporting activities and perform tax-related reconciliations. Reconcile remittances using relevant reports and monitor/manage unallocated funds on a daily basis. Ensure transactions comply with regulatory requirements and internal controls. Transfers, Rollovers & Contributions: Process incoming transfers, outgoing transfers, and rollovers in accordance with plan provisions and documented procedures. Workflow, Systems & Documentation: Perform OnBase indexing and commit batches to ensure data accuracy and workflow continuity. Utilize multiple systems (including OnBase and product-specific platforms) to execute transactions and maintain records. Support training materials, procedures, workflows (WFs), releases, and contract-related documentation as required. NIGO & Exception Management: Identify, investigate, and resolve Not In Good Order (NIGO) cases and operational exceptions. Communicate and follow up to minimize processing delays and prevent repeat issues. Perform self-quality checks and escalate complex issues as appropriate., Any Graduation
