About DXC
DXC helps global companies run their mission-critical systems and operations while modernizing IT, optimizing data architectures and ensuring security and scalability across public, private and hybrid clouds. The world's largest companies and public sector organizations trust DXC to deploy services to drive new levels of performance, competitiveness, and customer experience across their IT estates.
Our more than 125,000 people in 70-plus countries are entrusted by our customers to deliver transformative technologies to ensure the success, safety and well-being of businesses and people around the world.
About the Team / Offering – Insurance Software & BPS
DXC's Insurance Software and BPS (ISB) helps insurers around the world modernize and run their core operations at scale by combining deep industry expertise, proven software platforms, and innovative AI-driven solutions. A global market leader in core insurance platforms, ISB delivers solutions across policy administration, claims, billing, analytics, and digital engagement supporting Life & Annuity, Property & Casualty, and Specialty insurance markets. You'll directly shape how the world's leading insurers operate by helping to transform the policy, underwriting, and claims systems that millions of people rely on every day.
About the Role
The Plan Services & Operations Specialist plays a key role in supporting complex retirement and annuity operations, including plan audits and reporting, financial reconciliation, complex service resolution, complaint research, and fraud-related matters. This role is essential to maintaining the integrity and accuracy of plan servicing activities, ensuring that operational issues are identified, researched, and resolved in accordance with established procedures and requirements.
In this position, you will apply strong analytical skills, attention to detail, and sound judgment to independently investigate and resolve a wide range of servicing requests. You will work across multiple systems and documentation sources to identify discrepancies, partner with internal business areas and plan administrators, and contribute to special projects and process improvement initiatives that strengthen controls and consistency across Plan Services.
Essential Job Functions
•Research and resolve complex plan servicing requests involving participant, contract, transaction, and financial activity
•Review information across multiple systems and supporting documentation to identify discrepancies and determine appropriate resolution
•Perform financial and transactional research and reconciliations as needed
•Partner with internal business areas, plan administrators, and other stakeholders to resolve outstanding service issues
•Maintain complete and accurate documentation of research, findings, actions taken, and resolution
•Manage multiple requests and priorities while meeting established service expectations and deadlines
•Identify opportunities to improve processes, strengthen controls, reduce rework, and promote consistency across Plan Services
•Support operational initiatives, process improvements, and special projects as assigned
•Engage, as needed, in Plan Audit and Plan Reporting activities, including research, reconciliation, documentation, tracking, and responding to requests for plan-level information
•Perform other duties and responsibilities as assigned based on business and operational needs
Basic Qualifications
•FINRA Series 6 registration required
Other Qualifications
•Experience within retirement services, annuity operations, plan services, financial services, or a related operational environment
•Knowledge of retirement plans and/or annuity products
•Experience researching and resolving complex plans, transaction, and financial servicing matters
•Strong analytical, research, reconciliation, and problem-solving skills
•Demonstrated attention to detail with a strong focus on accuracy and quality
•Ability to work independently, exercise sound judgment, and take ownership of issues through resolution
•Strong organizational and time-management skills with the ability to effectively manage competing priorities
•Strong written and verbal communication skills
•Experience collaborating with internal business partners, plan administrators, or other external stakeholders
•Proficiency with Microsoft Excel and other Microsoft Office applications
Why DXC? / Life at DXC
DXC is an employer of choice with strong values, and fosters a culture of inclusion, belonging and corporate citizenship. We inspire and take care of our people. We work to create a culture of learning, diversity and inclusion and are dedicated to strong ethics and corporate citizenship.
Full-time hires are eligible to participate in the DXC benefit program. DXC offers a comprehensive, flexible, and competitive benefits program which includes, but is not limited to, health, dental, and vision insurance coverage; employee wellness; life and disability insurance; a retirement savings plan, paid holidays, paid time off.
At DXC Technology, our work model prioritizes in-person collaboration while offering flexibility to support wellbeing, productivity, individual work styles, and life circumstances.
