- Location
- Mumbai, MDC2B, India
- Type
- Full-time
- Department
- Operations
- Source
- Workday
Description
Skill required: Retirement Solutions - Retirement Planning Services
Designation: Insurance Operations Analyst
Qualifications:Any Graduation
Years of Experience:3 to 5 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? • • 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 • 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 • Covers the full range of services needed throughout a plans life, including plan development & enhancement, sales & marketing, plan sponsor institutional client onboarding management, participant enrollment management, sponsor and member servicing & reporting. • Their products consist of individual retirement accounts (Roth IRA), college savings accounts, guaranteed investment contracts, fixed & variable deferred annuities (qualified & non qualified), as well as corporate retirement funds.
What are we looking for? • • 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. • • Hands on with developing process documentation, capturing exceptions, process flow, process maps and Follows Not in Good Order In Good Order Processing rules. • • 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 compliancewith 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, escalati
Roles and Responsibilities: • In this role you are required to do analysis and solving of lower-complexity problems. • Your day to day interaction is with peers within Accenture before updating supervisors. • In this role you may have limited exposure with clients and or Accenture management. • You will be given moderate level instruction on daily work tasks and detailed instructions on new assignments. • The decisions you make impact your own work and may impact the work of others. • You will be an individual contributor as a part of a team, with a focused scope of work. • Please note that this role may require you to work in rotational shiftsAny Graduation
Designation: Insurance Operations Analyst
Qualifications:Any Graduation
Years of Experience:3 to 5 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? • • 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 • 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 • Covers the full range of services needed throughout a plans life, including plan development & enhancement, sales & marketing, plan sponsor institutional client onboarding management, participant enrollment management, sponsor and member servicing & reporting. • Their products consist of individual retirement accounts (Roth IRA), college savings accounts, guaranteed investment contracts, fixed & variable deferred annuities (qualified & non qualified), as well as corporate retirement funds.
What are we looking for? • • 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. • • Hands on with developing process documentation, capturing exceptions, process flow, process maps and Follows Not in Good Order In Good Order Processing rules. • • 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 compliancewith 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, escalati
Roles and Responsibilities: • In this role you are required to do analysis and solving of lower-complexity problems. • Your day to day interaction is with peers within Accenture before updating supervisors. • In this role you may have limited exposure with clients and or Accenture management. • You will be given moderate level instruction on daily work tasks and detailed instructions on new assignments. • The decisions you make impact your own work and may impact the work of others. • You will be an individual contributor as a part of a team, with a focused scope of work. • Please note that this role may require you to work in rotational shiftsAny Graduation
About Accenture
Accenture is a leading global professional services company that helps the world’s leading businesses, governments and other organizations build their digital core, optimize their operations, accelerate revenue growth and enhance citizen services—creating tangible value at speed and scale. We are a talent- and innovation-led company with approximately 791,000 people serving clients in more than 120 countries. Technology is at the core of change today, and we are one of the world’s leaders in helping drive that change, with strong ecosystem relationships. We combine our strength in technology and leadership in cloud, data and AI with unmatched industry experience, functional expertise and global delivery capability. Our broad range of services, solutions and assets across Strategy & Consulting, Technology, Operations, Industry X and Song, together with our culture of shared success and commitment to creating 360° value, enable us to help our clients reinvent and build trusted, lasting relationships. We measure our success by the 360° value we create for our clients, each other, our shareholders, partners and communities.Visit us at www.accenture.com
Equal Employment Opportunity Statement
We believe that no one should be discriminated against because of their differences. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, military veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by applicable law. Our rich diversity makes us more innovative, more competitive, and more creative, which helps us better serve our clients and our communities.
Skills
Compliance