Customer Service Associate

Skill required: Retirement Solutions - Data Entry Services Designation: Customer Service Associate Qualifications:Any Graduation Years of Experience:1 to 3 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? Policy Administration Associate/Analyst– Individual Retirement We are seeking a detail-oriented professional to deliver end-to-end policy administration services for Individual Retirement products—such as Traditional & Roth IRAs, SIMPLE IRAs, and Individual Annuities. The role focuses on accurate policy lifecycle processing, service delivery excellence, regulatory compliance, and stakeholder communication across clients, advisors, and custodians. This position is ideal for someone with strong operations rigor, retirement product knowledge, and a passion for customer advocacy. What are we looking for? Annuity Policy Lifecycle Administration

• Process contributions, rollovers, transfers of assets (TOA/ACAT), exchanges, and recharacterizations.
• Execute distributions (systematic and ad-hoc), including Required Minimum Distributions (RMDs), withholding elections, and tax coding.
• Handle policy changes Financial and Nonfinancial transactions (beneficiary updates, address changes, ownership updates, annuitization, riders, surrenders, reinstatements).
• Manage premium allocations, fund switches/rebalances, loan/cash value requests (for relevant annuity products)
• Manager policy exchanges and transfers and financial distribution

Servicing & Issue Resolution

• Research and resolve servicing requests, exceptions, and breakages (e.g., NIGO – Not In Good Order items).
• Monitor and action work queues within SLAs; escalate risks and aging items proactively.
• Coordinate with custodians, transfer agents, advisors, broker-dealers, and internal teams (underwriting, compliance, finance).
• Prepare and deliver policy statements, confirmations, and communications.