Client Service Specialist
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Before you apply
LocationPune, India
Typefull-time
SeniorityEntry
Experience1–2 yrs
DepartmentInsurance
Company size10,000+ people
First seenOct 30, 2026 · 5d ago
Verified live1d ago
At a glanceSummarised by Seekless from the posting.
Graduate Bachelors degree (any stream)
Working knowledge on MS Office tools specifically MS Excel
Minimum of 1-2 years experience in back office
Excellent written and verbal communication skills
Analytical skills
Willingness to work in shifts
Multitasking and effective decision making
Strong Customer service skills
Insurance and Financial Institution experience preferred
Adherence to Compliance, Information security, Internal and External statutory and regulatory requirements
Compliance to PGS policies and Flexibility as per business needs
Skills
MS Excel
MS Office
What You’ll Do
About the role
Role Description:
Process and check transactions on Pension Application forms create and maintain retirement plan records for customers, within defined Productivity and Quality standards.
Reporting relationship:
This position will report to Associate Manager- Operations
Key Responsibilities:
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Prioritize and process daily work to meet customer service goals.
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Communicate in writing with customers regarding complex record keeping issues, special timing requests, and routine employee data.
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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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Validate accuracy of plan and contract records as needed.
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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.
•
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 s per business needs
Who You Are
Must Have
Education: Graduate Bachelors degree (any stream)
Skill Set:
•
Working knowlege on MS Office tools specifically MS Excel .
•
Minimum of 1-2 years� experience in back office. Insurance and Financial Institution experience preferred
•
Excellent written and verbal communication skills , Analytical skills, Willingness to work in shifts
•
Multitasking and effective decision making . Strong Customer service skills
Additional Information
Nice to have
Good knowledge of Finance Domain and Industry