Retirement Solutions - Transaction processing - Participant/ Beneficiary Services
Years of Experience:
13 to 18 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
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 best
Manage financial and non financial amendments requested by the participant. Overall management of beneficiary settlement process in the event of loss of life; Notice of death, beneficiary research, notification, settlement and event closure.
• Lead a team of retirement specialists in providing high-quality retirement planning and investment management services to clients
• Develop and implement strategies for acquiring and retaining clients.
• Establish and maintain relationships with clients to ensure satisfaction, retention, and growth of the business.
• Conduct regular team meetings to review performance metrics, share best practices, and develop action plans for continuous improvement.
• Provide coaching, training, and mentoring to team leads to develop their skills and expertise.
• Develop and maintain a deep understanding of the retirement planning and investment management landscape, including industry trends, emerging technologies, and regulatory requirements.
• Conduct periodic reviews of client accounts to ensure compliance with internal policies and external regulations.
• Prepare and present reports to senior management on team performance, client satisfaction, and business metrics.
What are we looking for?
Bachelor's degree in business administration, operations management, or a related field
• 10+ years of experience in Retirement Services, with a proven track record of successfully managing and leading teams
• Previous experience in managing a team of professionals
• Strong leadership skills, with the ability to motivate and inspire team members
• Excellent communication skills, both written and verbal, with the ability to effectively present complex information to a range of audiences
• Strong analytical and problem-solving skills, with the ability to identify and resolve operational issues
• Knowledge of operational best practices, including quality control, performance management, and process improvement
• Proficient in the use of relevant software, including Microsoft Office, project management tools, and other relevant applications
• Strong organizational skills, with the ability to manage multiple projects and priorities simultaneously
• Ability to work independently and as part of a team, with a strong commitment to collaboration and teamwork
Roles and Responsibilities:
•In this role you are required to identify and assess complex problems for area of responsibility
• The person would create solutions in situations in which analysis requires an in-depth evaluation of variable factors
• Requires adherence to strategic direction set by senior management when establishing near-term goals
• Interaction of the individual is with senior management at a client and/or within Accenture, involving matters that may require acceptance of an alternate approach
• Some latitude in decision-making in involved
• you will act independently to determine methods and procedures on new assignments
• Decisions individual at this role makes have a major day to day impact on area of responsibility
• The person manages large - medium sized teams and/or work efforts (if in an individual contributor role) at a client or within Accenture
• Please note that this role may require you to work in rotational shifts