FIND_THE_RIGHTJOB.
Process Specialist - DC
India
Responsibilities:
Reporting relationship:
Key Responsibilities:
Education: Graduate Bachelor’s degree (any stream)
Skill Set:
Other: Good knowledge of Finance Domain and Industry. Knowledge of US retirement industry preferred
Additional Information:
Role Description:
Process and check transactions on Pension Application forms create and maintain retirement plan records for customers, within defined Productivity and Quality standards.
Reporting relationship:
This position will report to Associate Manager- Operations
Key Responsibilities:
- Prioritize and process daily work to meet customer service goals.
- Communicate in writing with customers regarding complex record keeping issues, special timing requests, and routine employee data.
- Implement problem solving techniques to ensure efficient processing on all contracts.
- Follow internal procedures to properly document work on contracts.
- Inform Client Service Associate/Consultant of customer concerns or potential problems.
- Validate accuracy of plan and contract records as needed.
- Maintain a comprehensive knowledge of our record keeping system.
- Develop a working knowledge of plans, contract, and Pension documents and the concepts of Total Retirement Suite.
- Perform other job-related duties and special projects as required.
- Promote team development through shared knowledge and information with team members in working to resolve unusual or difficult situations.
- Adherence to Compliance, Information security, Internal and External statutory and regulatory requirements.
- Perform assigned work accurately to meet or exceed quality expectations that results in increased client satisfaction and profitability for PFG
- Develop partnerships among peers and those supported to increase ownership of work and sustain an efficient process
- Compliance to PGS policies and Flexibility as per business needs
Must Have
Education: Graduate Bachelor’s degree (any stream)
Skill Set:
- Working knowledge on MS Office tools specifically MS Excel .
- Minimum of 1-2 years experience in back office. Insurance and Financial Institution experience preferred.
- Excellent written and verbal communication skills, Analytical skills, Willingness to work in the night shifts
- Multitasking and effective decision making.
- Strong Customer service skills
Other: Good knowledge of Finance Domain and Industry. Knowledge of US retirement industry preferred
Competencies:
- Make sound business decision.
- Embrace Change
- Build strong Partnership.
- Get results.
- Act Strategically
- Lead Cultivate Talent
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