Responsibilities:
Compliance Failures and Fraud identification
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Prioritize and process daily work to meet customer service goals.
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Implement problem solving techniques to ensure efficient processing on all contracts.
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Follow internal procedures to properly document work on contracts.
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Inform Client Service Associate/Consultant of customer concerns or potential problems.
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Maintain a comprehensive knowledge of our record keeping system.
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Develop a working knowledge of plans, contract, and Pension documents and the concepts of Total Retirement Suite.
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Perform other job-related duties and special projects as required.
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Promote team development through shared knowledge and information with team members in working to resolve unusual or difficult situations.
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Adherence to Compliance, Information security, Internal and External statutory and regulatory requirements.
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Perform assigned work accurately to meet or exceed quality expectations that results in increased client satisfaction and profitability for PFG
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Develop partnerships among peers and those supported to increase ownership of work and sustain an efficient process
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Compliance to PGS policies and Flexibility as per business need
Skill Set:
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Minimum of 2-6 years’ experience retirement services, Insurance and Financial Institution experience preferred
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Excellent written and verbal communication skills, Analytical skills, Willingness to work in any shift.
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Multitasking and effective decision making. Strong Customer service skills
Qualifications:
MBA or Any Graduate (Preferable from Non IT background)
Additional Information:
Candidate with knowledge of Retirement Services along with fraud analysis is added advantage. Candidate should be flexible to work in any shift. (Preferably morning shift)
