Insurance Operations Associate
Designation: Insurance Operations Associate
Qualifications:Any Graduation
Years of Experience:1 to 3 years
About Accenture
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What would you do? • • Experience in US Retirement Services domain Defined Contributions - Managing participant level services • • Expertise in Money In processes such as Asset transfer, enrollments, record keeping services, account maintenance, IRA contributions, file processing, etc. • • Address change verification: Verify participants addresses using tools provided by public records system and the United States Postal Service. • Retirement solution is a comprehensive process to understand how much money you will need when you retire Retirement solution also helps you identify the best • • Perform end to end processing of monetary and non monetary transactions based on scanned forms and system generated requests, ensuring 100 accuracy and adherence to turnaround timelines. • • Be flexible to work in US business hours shifts ONLY based on operational • • Execute transactional activities such as account creation, account maintenance, fund movements, rollovers, and transfers as per client instructions
What are we looking for? • 1. Any Bachelors degree • 2. Experience in the US retirement industry mandatory • 3. Open to working in US shifts based on business requirements • 4. Good verbal and written communication skills • 5. Good typing skills and attention to detail. • 6. Good time management skills • 7. Ability to work independently
Roles and Responsibilities: • • Perform end to end processing of monetary and non monetary transactions based on scanned forms and system generated requests, ensuring 100 accuracy and adherence to turnaround timelines. • • Be flexible to work in US business hours shifts ONLY based on operational • • Execute transactional activities such as account creation, account maintenance, fund movements, rollovers, and transfers as per client instructions and standard operating procedures. • • Review and validate client-submitted forms (scanned image-based) to determine IGO NIGO status, ensuring completeness, accuracy, and compliance before processing. • • Demonstrate strong working knowledge of rollover in, transfer, and enrollment request processing, with the ability to identify discrepancies and resolve exceptions. • • Ensure strict compliance with data confidentiality and non disclosure requirements, safeguarding sensitive client and financial information at all times. • • Comply with client policies, internal procedures, and applicable Federal State Local regulations, escalating risks, errors, or potential breaches to management promptly. • • Research and respond to transaction related queries from Business Partners and Client Support Teams within defined SLAs. • • Prioritize and manage high value and time sensitive transactions to minimize financial, operational, and compliance risk. • • Perform quality checks and self audits to ensure transactions meet established Quality Control and accuracy standards. • • Complete assigned daily BAU activities while supporting special projects, backlogs, and volume surges as required. • • Actively participate in process improvement, workflow optimization, and automation initiatives to improve efficiency and reduce manual errors. • • Support the creation, review, and maintenance of process documentation and SOPs, ensuring alignment to current practices.
Mumbai
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