Process Specialist

3 days ago

Hyderabad, Telangana, India Principal Global Services Full time ₹ 15,00,000 - ₹ 28,00,000 per year
Responsibilities

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
Qualifications

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

Additional Information

Competencies:

  • Make sound business decision.
  • Embrace Change
  • Build strong Partnership.
  • Get results.
  • Act Strategically
  • Lead Cultivate Talent

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