Retirement Specialist

Job Description: At Genpact, we don’t just keep up with technology—we set the pace. AI and digital innovation are redefining industries, and we’re leading the charge. Genpact’s AI Gigafactory, our industry-first accelerator, is an example of how we’re scaling advanced technology solutions to help global enterprises work smarter, grow faster, and transform at scale. In this role, you will be responsible for talking to customers and helping them with queries related to retirement benefits. You will handle extensive daily call volume and provide comprehensive support across various retirement plans. Responsibilities Handle customer queries regarding benefits via phone; must take at least ~40 – 60 calls in a day. Demonstrate a solid understanding of retirement plans such as 401(k), 403(b), 457 and stay updated on relevant regulations. Respond to participant inquiries via phone and chat regarding plan details, investment options, contributions, distributions, and rollovers. Assist participants with account maintenance, beneficiary updates, and plan enrollments, ensuring all transactions comply with plan provisions and regulatory requirements. Provide participants with information on plan features, benefits, and investment options and explain statements and investment impact. Identify and resolve participant issues in a timely and efficient manner; escalating complex cases to senior team members or supervisors as needed. Assist plan sponsors with the administration of retirement plans, including contribution calculation, non‑standard trading, participant financial activity, and other record‑keeping functions. Ensure plan compliance with IRS regulations, ERISA guidelines, and plan documents. Address inquiries about 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 stakeholders to address inquiries, resolve issues, and provide updates. Maintain positive client relationships and high levels of satisfaction. Minimum Qualifications Relevant retirement call center experience. Minimum internet connectivity of 25 Mbps+ and a quiet workspace free of distractions for a call center work‑from‑home role. Flexibility to work shifts assigned by the business based on call center hours of operation. The approximate annual base compensation range for this position is $19 to $22 per hour. The actual offer will reflect total compensation and benefits, taking into account experience, knowledge, skills, and other factors. Work‑from‑Anywhere Roles – "Los Angeles California‑based candidates are not eligible for this role." Location‑based Roles – "Los Angeles, California based candidates are not eligible for this role. Orlando, FL area candidates are eligible for this role only." Genpact is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, religion or belief, sex, age, national origin, citizenship status, marital status, military/veteran status, genetic information, sexual orientation, gender identity or expression, physical or mental disability, or any other characteristic protected by applicable laws. Genpact is committed to creating a dynamic work environment that values respect, integrity, customer focus, and innovation. Furthermore, Genpact does not charge fees to process job applications, and applicants are not required to pay to participate in the hiring process. #J-18808-Ljbffr