Genpact · 6 hours ago
Retirement Specialist
United States
Full-time
Remote
Entry, Mid Level
$22/hr - $24/hr
2+ years expGenpact is an advanced technology services and solutions company that delivers lasting value for leading enterprises globally. The Retirement Specialist role involves assisting customers with queries related to retirement benefits and ensuring compliance with regulatory requirements while maintaining high levels of client satisfaction.
AnalyticsArtificial Intelligence (AI)Business Process Automation (BPA)ConsultingInformation TechnologySoftware
Responsibilities
Handling customer queries regarding their benefits via phone – Requires to take at least ~ 40 – 60 calls in a day
Demonstrate a solid understanding of various retirement plans such as 401(k), 403(b), 457, and stay updated on relevant regulations affecting the retirement business
Respond to participant inquiries via phone (Primally) and chat regarding their retirement plans, including plan details, investment options, contributions, distributions, and rollovers
Assist participants with account maintenance, beneficiary updates, and plan enrollments. Ensure all transactions comply with plan provisions and regulatory requirements
Provide participants with information on plan features, benefits, and investment options. Help them understand their statements and the impact of their investment choices
Identify and resolve participant issues in a timely and efficient manner. Escalate complex cases to senior team members or supervisors as necessary
Assist plan sponsors with the administration of their retirement plans, including tasks such as contribution calculation, non-standard trading, participant financial activity, and other complex record-keeping functions
Ensure that retirement plans adhere to all regulatory requirements, including IRS regulations, ERISA guidelines, and plan documents
Address participant inquiries regarding contribution limits, eligibility requirements, and retirement planning resources
Assist with investment management activities, such as fund transfers, rebalancing, and implementing investment changes
Communicate with plan participants, and other stakeholders to address inquiries, resolve issues, and provide updates as needed
Maintain positive relationships with clients and ensure high levels of satisfaction with services provided
Qualification
Required
Minimum 2 years of retirement contact center experience
Minimum internet connectivity of 50MBPS+ and a quiet workspace free of distractions for call center Work from Home Role
Flexibility to work shifts assigned by business based on call center hours of business operation
Preferred
Any Graduate
Ability to be flexible and adapt to constantly changing priorities
Proficiency in retirement plan record-keeping systems and Microsoft Office applications
Strong understanding of retirement plans, IRS regulations, and ERISA requirements
Microsoft Office proficiency, especially Excel
Quality Lean/Process Improvement knowledge
Ability to work under pressure in a dynamic environment
Thirst for learning! Analytical thinking and ability to learn fast
Ability to be pro-active and to think 'creatively'
Cultural Awareness in a diverse and international environment
Company
Genpact
Genpact is an information technology firm that offers business management, artificial intelligence, automation, and cloud services.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$750M2025-11-13Post Ipo Debt· $350M
2024-05-30Post Ipo Debt· $400M
2007-08-10IPO
Leadership Team
Balkrishan Kalra
President and Chief Executive Officer
Aswin Chandrasekaran
Senior Vice President
Recent News
2026-01-22
Company data provided by crunchbase