MANGESH KANGUNE
Pune
Summary
Experienced professional in Business Process Services (BPS) with nearly 6 years focused on Retirement Services and tax reporting. Proven track record in managing complex retirement plans (403(B), 401(K), 401(4), IRA) and ensuring compliance with Service Level Agreements (SLAs). Expertise in key tax forms (Form 1042-S, 1099-R, 1099-INT, 5498) and verifying document requirements like Death Certificates and Claimant Statements for accuracy.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Senior Process Executive
Cognizant Technology Sol Pvt Ltd
Pune
12.2017 - 05.2019
- Verifying the Good order requirements of the Death Certificate & Claimant Statement form and if needed Authenticating the information from the trusted sites for cross verification or to request additional documents.
- Processing various Claims like Transfers, 1035 exchange or toThe third party (NGO's, Church etc.), Cash Surrenders Required Minimum Distribution, Partial Withdrawals, Spousal Continuance or Non-Spousal Continuance.
- Daily tracking & monitoring of Inventory and SLAs along with Managing the queue & work allocation
- POC for all quality feedback reviews and associate coaching ,Training & mentoring new hires, conducting refreshers & Handling daily huddles.
- Reviewing Daily Breakage Report & submitting it to onshore.
Process Associate
Tata Consultancy services
06.2015 - 10.2017
- Handling Policy owner and Broker/ Agent requests for various Commercial Insurance products.
- Specialize in Workers Comp and General Liability products with Processing New Business quotes and processing endorsements For existing policies.
Senior Associate
Voya financial
India
- Tax Reporting: Proficient in working on tax forms (1042-S, 1099-R, 1099-INT,5498) for reporting contributions to IRS.
- Form 1042-S: Proficient in Form 1042-, specializing in reporting income to foreign persons, including nonresident Aliens.
- Ensures compliance with Withholding tax regulations.
- Experienced in 401(k), 403 B, ROTH 401K, IRA, and pension distributions
- B- Notice or CP2100: Proficient in addressing B Notices and resolving TIN and tax-related discrepancies
- Monthly Error and Warning Report: This report is generated on a monthly basis to ensure that any system
- Reconciliation Clear Suspense Items: Resolve discrepancies and transfer items from suspense
- Proficient in verifying Good Order requirements for Death Certificates and Claimant Statements, with expertise in authenticating information from trusted sources for thorough cross-verification and document completeness.
- Identified, assessed, and reported any suspicious or unusual activity related to anti-money laundering.
Education
PGD in banking and finance -
Symbiosis school of distance learning
01.2019
Bachelor of business administration -
MITSOM college, Pune University
01.2015
Skills
- An astute learner
- Training and mentoring
- Relationship Building
- Service assistance
Certification
- Certified in LOMA 281, ASPPA .
- Lean Six Sigma
- AINS-21.
Languages
English, Hindi, Marathi
Timeline
Senior Process Executive
Cognizant Technology Sol Pvt Ltd
12.2017 - 05.2019
Process Associate
Tata Consultancy services
06.2015 - 10.2017
Senior Associate
Voya financial
PGD in banking and finance -
Symbiosis school of distance learning
Bachelor of business administration -
MITSOM college, Pune University
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