Insurance us Retirement Services

5 days ago

Bengaluru Karnataka, India HyreFox Consultants Full time

CL - 9/11/12- Recurring - S502661/S504133

CL - 12 - Withdrawal - Complex Calcs - S504027/ S504100

CL - 12 - Withdrawals-Lump Sum SWAT DT - S504094 / S504096 / S504126

CL - 12 - Tax Operations
- S502689/ S502690/S502691/ S502692

Description:

- 8+ years of experience in US Retirement Services domain - Defined Contributions
- 5+ years of experience in managing processes across Money In or Money Out or Institutional contributions with people span of 20 - 30 resources
- Experience with remote transition, hands on with process reporting: SLA, TAT, Quality, AHT, NIGO, RCA
- Excellent people leadership skills, ability to manage team in critical situations and drive holistic engagement
- Ability to identify and implement improvement opportunities across process, reporting and controls
- ASPPA Certification (preferred)

Manage and lead a team of operations professionals, including assigning work, monitoring progress, providing feedback, and coaching, and evaluating performance
- Quality Review of high dollar Money In
- Retirement Services Transactions
- Responsible for supervising and training, ensuring that they are following company policies and procedures.
- Manage customer relations and resolving customer queries.
- Ensures that the business is following all relevant regulations and laws.
- Prepare reports and presentations on operational performance and provide recommendations for improvement
- Collaborate with other departments to ensure the effective integration of operations with other business functions

Equal Employment Opportunity Statement

Qualification : Any Graduate

Role Objective: Co-ordinates with the transition team and build a strong transition plan

Plans and monitors the resource deployment. Staffing plan and actively participate in work allocation.

Experience from “Software licensing, Customer Support, Invoicing.

Experience in understanding contracts/agreements for processing an order in the system. Should be flexible to work in any shifts and “Work from Office” mode

Quality planning - Reviews the service quality plan and work with quality team on building quality control, assurance, and improvement.

Work allocation - Reviews the staffing plan in order to achieve the production target

Excellent in communication and co-ordinates with both internal and external stakeholders

Customer relationship - building strong relationship with client and enhance the customer experience index

Team handling experience with 70+ members

Excellent knowledge on business metrics and deliver value added project benefit to the client

Very good understanding of Order flow, managing holds, invoicing, handling any disputes etc

100% work from office with 24/5 rotational shift

**Other Details**:

- **Keywords**:.

**Location**
Bangalore

**Job Title**
Insurance _US Retirement Services

**Experience**
8.0 yrs - 10.0 yrs

**CTC**
INR 5.00 lacs - 8.00 lacs

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