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NA Pension - ER

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WTW

2mo ago

  • Job
    Full-time
    Mid & Senior Level
  • Customer Relations
  • Mumbai

AI generated summary

  • You need accuracy, pressure management, strong communication, and customer focus. A degree, 3-5 years in pension admin (DB/DC, Canada/UK/US) and computer skills are essential.
  • You will manage defined benefit pension tasks, perform calculations, resolve queries, prioritize workload, support team efforts, maintain client relationships, and ensure quality service standards.

Requirements

  • Able to work to a high level of accuracy.
  • Able to work well under pressure and meet targets.
  • Interpersonal skills to include good written and verbal communication.
  • Customer and quality focussed.
  • Computer literate.
  • Bachelor’s or Master’s degree in any Major
  • Experience in either DB/ DC pension administration &/or Canada/ UK/ US Pension experience essential
  • 3 - 5 years

Responsibilities

  • Perform and communicate with guidance from other team members in North America/ Canada, routine and recurring plan administration tasks for clients’ defined benefit pension schemes (e.g., benefit calculations, forms review, payment processing).
  • Continuously seek to identify areas where the service to clients/members could be improved and communicate to the Senior Administrator/Team Leader.
  • Deal with queries and requests by the use of standard letters and reference to procedures.
  • Recognise and escalate potential problem and potential complaint cases and procedures.
  • Seek clarification where errors are made.
  • Monitor own workflow to ensure service levels are achieved.
  • Prioritise and manage own workload and maintain a rolling schedule of objectives.
  • Accurately perform manual calculations.
  • Know and live the firm’s values.
  • Assist the wider team in more complex / project work when required.
  • Accountable for own development, identifying and raising any learning needs with Administration Co-ordinator.
  • Understand your role within the team.
  • Support colleagues for holiday cover and workload peaks.
  • Update and maintain skills matrix.
  • Help to provide an efficient, professional service to meet all client/members' needs and to promote the Willis Towers Watson brand.
  • Develop knowledge of clients’ pension schemes.
  • Build and maintain a good relationship with the clients.
  • Be a point of reference for standard automated cases.
  • Deal with all communications within defined quality and service standards.
  • Ensure timely completion of timesheets.
  • Ensure chargeable hours targets are met.

FAQs

What are the primary responsibilities of this role?

The primary responsibilities include performing routine plan administration tasks for defined benefit pension schemes, managing client queries, monitoring workflow to meet service levels, and identifying areas for service improvement.

What qualifications are required for this position?

A graduate degree is required, with a preference for a Bachelor's or Master’s degree in any major.

How many years of experience are needed for this job?

A minimum of 3 to 5 years of experience in DB/DC pension administration or relevant pension experience is essential.

What skills are necessary for success in this role?

Candidates should possess strong accuracy, the ability to work under pressure, interpersonal skills for effective communication, customer focus, quality orientation, and be computer literate.

Is there an opportunity for development and training?

Yes, candidates are accountable for their own development and should identify any learning needs to the Administration Coordinator.

Will I need to work with a team?

Yes, collaboration with team members is crucial, especially during peak workloads and for complex project work.

How important is client communication in this role?

Client communication is highly important, as the role involves maintaining relationships with clients and ensuring professional service delivery.

What is the focus of this position regarding service delivery?

The focus is to provide efficient, professional service to meet all client/members' needs, while also promoting the Willis Towers Watson brand.

Are there specific performance objectives associated with this role?

Yes, performance objectives include maintaining service quality, managing workloads effectively, and achieving accuracy in calculations and documentation.

Is there support for achieving work-life balance?

The role encourages managing workloads efficiently, which can contribute to achieving a better work-life balance.

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WTW

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Finance
Industry
10,001+
Employees
2016
Founded Year

Mission & Purpose

At WTW (NASDAQ: WTW), we provide data-driven, insight-led solutions in the areas of people, risk and capital. Leveraging the global view and local expertise of our colleagues serving 140 countries and markets, we help you sharpen your strategy, enhance organizational resilience, motivate your workforce and maximize performance.