Skill required: Retirement Solutions

• Data Entry Services

Designation: Customer Service 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?

• Individual Doc Issuance: Process and issue Traditional Life, and Individual Annuity contracts, including IRAs, ROTHs, and FPAs, using the relevant enrollment system.

• Conduct end-to-end policy and adoption agreement reviews, ensuring compliance with pension and state legislation through coordination with Legal, Compliance, Actuarial, and Billing teams.

• Prepare and distribute Group Life conversion option letters via the Participants database and other relevant systems, supporting timely and accurate client communications.

• Doc Services/Group Pension and Underwriting: Prepare and issue Group Annuity Contracts, Certificates, Riders, and Summary Plan Descriptions (SPDs), ensuring compliance with pension and state regulations through coordination with Legal, Compliance, and Actuarial teams.

• Support onboarding and maintenance of NAV Trusteed and Group Annuity plans

• Identify and resolve discrepancies between plan documents and system records, coordinating remediation efforts across teams to ensure data integrity.

• Verify completeness of plan enrollments and amendments, build plans with current provisions (including special enrollments), and manage complex fee structures for Group Annuity contracts.

• Plan Document Creation & Updates (SPD, SMM, IRS Letters etc.), Group Re-plan Activities (Reissuance of plan documents due to mergers, acquisitions, or plan redesign, Bulk updates to plan provisions (e.g., eligibility, vesting, contribution limits), Audit & Compliance Documentation (Annual Form 5500 filings), Procedural Documentation (SOPs, Checklists, audit controls)

• Group Doc Issuance: Draft, finalize, and issue Summary Plan Descriptions (SPDs) and Adoption Agreements for new and existing DB/DC plans, including custom SPD wording approved by the Underwriting Committee.

• Manage document lifecycle by importing applications, contracts, and SPDs into the relevant system, ensuring compliance with Document Issuance Procedure and digital delivery protocols via vendors.

• Prepare and issue Group Annuity Contracts, Certificates, performing quality control reviews and coordinating with field teams to meet client-specific requirements and regulatory standards.

• Employer Record: Enroll finalized retirement plans into OMNI system, update employer-level details, and perform system maintenance including year-end resets and file adjustments in the tools.What are we looking for? 3-5 years of functional expertise in US Retirement Plans , including both Defined Contribution (DC) and Defined Benefit (DB) schemes, with a strong focus on managing plan and participant level services and operations.

• Comprehensive understanding of Group & Individual Document Issuance process and services, Employer Records Management, Doc Services, Group Pension and Underwriting and Employee Retirement Benefits.

• Subject Matter Expert/ Trainer with 2+ years of experience in remote transitions, developing quality checklists, performing RCA, and developing action plans to improve quality performance.

• Mandatory experience in 401(k) and/or 403(b) plan administration, including day-to-day operations, compliance, and client servicing.

• Excellent verbal and written communication skills; voice support experience required

• ASPPA certified

  • Retirement Plan Fundamentals – RPF
  • Qualified 401(k) Administrator

• QKA

  • Qualified 401(k) Consultant- QKC 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

Any 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

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