Specialist Conversion Plan Rule Setup

3 weeks ago

Bangalore Karnataka, India Empower Annuity Insurance Full time

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own We have a flexible work environment and fluid career paths We not only encourage but celebrate internal mobility We also recognize the importance of purpose well-being and work-life balance Within Empower and our communities we work hard to create a welcoming and inclusive environment and our associates dedicate thousands of hours to volunteering for causes that matter most to them Chart your own path and grow your career while helping more customers achieve financial freedom Empower Yourself Job Summary - Under general supervision this role is responsible for accurate setup changes and performing quality assurance reviews of new plan sales in the recordkeeping system with an emphasis of supporting requests that are more complex in nature Primary Duties and Responsibilities - Process new plan setup and quality assurance reviews from the queue that include but not limited to establishing information provided from various sources reviewing the recordkeeping system setup including all rules and indicators using established procedures Ensure accurate dependable and appropriate data entry and information on the recordkeeping system based on the request and source documentation provided within established time standards Analyze accurately process and review for quality assurance system changes to existing information on the recordkeeping system based on queue requests and source documentation provided and submitted by various internal teams within established time standards Communicate results and discrepancies including missing incomplete or unclear information or requests to the appropriate individuals for problem solving and clarification Compose routine written correspondence and may conducts research into problems and inquiries Strong attention to detail is required Ability to multitask and utilize dual monitors to work in multiple operating systems or vendor sites simultaneously Adheres to the service standard deadlines Ability to handle fast paced order processing environment repetitive duties and ability to embrace change positively Compose routine written correspondence and conducts research into problems and inquiries Background and Qualifications Bachelor s degree preferably in a business-related field 1-2 years business related experience required Strong attention to detail Excellent time management Excellent verbal and written communication Prior experience and understanding of various IRS codes 401 k 401 a 403 b 457 etc Understanding of retirement plan rules and IRS codes preferred We are an equal opportunity employer with a commitment to diversity All individuals regardless of personal characteristics are encouraged to apply All qualified applicants will receive consideration for employment without regard to age race color national origin ancestry sex sexual orientation gender gender identity gender expression marital status pregnancy religion physical or mental disability military or veteran status genetic information or any other status protected by applicable state or local law

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