Retirement Plan Specialist

At Genpact, we don’t just adapt to change—we drive it. 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 m large-scale models to agentic AI, our breakthrough solutions tackle companies’ most complex challenges.

If you thrive in a fast-moving, tech-driven environment, love solving real-world problems, and want to be part of a team that’s shaping the future, this is your moment.

Genpact (NYSE: G) is an advanced technology services and solutions company that delivers lasting value for leading enterprises globally. Through our deep business knowledge, operational excellence, and cutting‑edge solutions – we help companies across industries get ahead and stay ahead. Powered by curiosity, courage, and innovation, our teams implement data, technology, and AI to create tomorrow, today. Get to know us at  and on Linked In, X, You Tube, and Facebook.

You are required to pass the training certification criteria including- training assessments and defined performance parameters during On-the-Job Training period to qualify for production role. Leaves are discouraged during the training period; a stringent No leave policy applies (exception may be approved due to exceptional circumstances). Inability to meet these requirements could lead to termination of employment.

Please confirm if you agree to adhere to the training leave policy and understand that inability to meet the training certification criteria can lead to termination of employment.

Recommended :
Shift start window can be from 7:00 AM EST to 1:00PM EST Associates may be required to work holidays or Overtime /Adjusted shift based on business requirements. Schedules are assigned at the end of the training period; changes may be made as required by the business:

You will be scheduled for a 9-hour shift on a regular working day, which includes 1-hour of unpaid lunch and two paid 15 minutes breaks.

Min internet connectivity bandwidth required for this role is 100 MBPS+ (Satellite internet not acceptable). Employees are also required to take calls at a dedicated workspace with minimum distractions and background sounds to meet call center quality standards and ability to hardwire internet connection. Lack of access to these work from home requirements can impact performance. The organization is authorized to initiate separation if this requirement is not met

Please acknowledge that you have access to Internet connectivity, Work from home environment that meets the criteria to perform this role.

In this role, you will be responsible for talking to customer and helping them with queries related to retirement, benefits which typically includes the following 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…