Customer Service Senior Analyst

2 Months ago • 5-7 Years • Customer Service

Job Summary

Job Description

The Senior Analyst will be responsible for processing work related to survivor benefits and assisting with the transfer of pension assets to beneficiaries. Key responsibilities include researching beneficiaries, validating death information, determining entitlements, and managing cases through settlement or escheatment. The role requires adherence to service levels and meeting monthly targets. The candidate will be involved in reviewing information, validating death certificates, managing assigned cases and ensuring compliance with regulatory requirements. This role requires strong analytical skills, attention to detail, and the ability to work in a complex environment.
Must have:
  • US Retirement Services domain knowledge (401k, 403b, death processing)
  • Good attention to detail with research and timely resolution ability
  • Ability to work in complex and challenging situations
  • Excellent written and communication skills
  • Graduate from commerce background
  • Experience in the US retirement industry
  • Flexible to work in US Shifts
  • Good verbal and written communication skills in English
  • Good typing skills and attention to detail
  • Good working knowledge of MS Excel
  • Good time management skills
  • Ability to work independently
Good to have:
  • ASPPA Certified (Preferred)

Job Details

Skill required: Retirement Solutions - Customer Service
Designation: Senior Analyst
Qualifications:Any Graduation
Years of Experience:5-7 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 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 www.accenture.com
What would you do? Life Event Services (LES) team’s objective is to process work related to survivor and help all such items associated with the transfer of pension assets from a decedent to their beneficiaries. The function involves significant research to identify beneficiaries, their entitlements and evaluating the surviving beneficiary rights. Key Responsibilities and Duties • Perform all Beneficiary Relationship functions in accordance to the SOP. • Reviewing information provided about the notification of death for the participant • Validation of death through third party vendors • Research accounts values and contracts for the participant • Research /validate beneficiary designations including entitlements • Request and send appropriate forms/letter to beneficiaries • Follow-up mailings and documentation in compliance with regulatory requirements • Validate death certificates • Manage assigned cases through settlement or escheatment • Adhere to the Service levels & meet the desired numbers monthly. Must have/ minimum requirement. · US Retirement Services domain – Working knowledge in 401k, 403b, Bene / Death processing · Good Attention to detail with research and timely resolution ability. · Ability to work in complex & challenging situations. · Excellent written & communication skills · ASPPA Certified (Preferred) Skillset: · Graduate (mandatory), preferably from commerce background · Experience in the US retirement industry. · Flexible to work in US Shifts (Across time zones based on business requirement) is a must. · Good verbal & written communication skills in English · Good typing skill and attention to detail. · Good working knowledge of MS Excel · Good time management skills · Ability to work independently
What are we looking for? NA
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 shifts

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About The Company

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 . Accenture helps organizations deliver on their promises to stakeholders and provide exceptional value. They help to improve the way that the world works and lives.

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