Insurance Operations Associate

Overview

Insurance Operations Associate in Accenture's Retirement Solutions, Retirement Planning Services practice, processing monetary and non-monetary retirement transactions for US clients.

What you'll 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.
• Execute transactional activities such as account creation, account maintenance, fund movements, rollovers, and transfers as per client instructions.
• 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.

What you'll need

• Any Bachelor's degree.
• Experience in the US retirement industry (mandatory).
• Open to working in US shifts based on business requirements.
• Good verbal and written communication skills.
• Good typing skills and attention to detail.
• Good time management skills.
• Ability to work independently.
• Strong attention to detail and accuracy.
• Good analytical and problem-solving skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Effective communication and stakeholder management skills.
• Strong commitment to quality, compliance, and client service.

Details

• Be flexible to work in US business hours shifts only, based on operational needs.
• Years of experience: 1 to 3 years.