Process Specialist - Defined Benefits
Principal Global Services · Pune · onsite · Posted 26d ago
Undisclosed4–5 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
Job Summary
As a Process Specialist - Defined Benefits, you will work alongside world-class teams and play a key role in seamless financial processing.
Responsibilities
- Perform Defined Benefit (DB) processing and/or calculation across assigned subtypes such as quotes, basic benefit events, annuities, and distributions.
- Manage assigned worklists efficiently while adhering to standard processing times.
- Produce high-quality work while consistently following SOPs, compliance guidelines, and audit requirements.
- Support integration of new tools, updated SOPs, or workflow changes.
- Collaborate closely with seniors to understand complex cases and process updates.
- Identify individual learning gaps and proactively request clarification or training when needed.
Qualifications
- Bachelor s degree or equivalent experience with a major in an analytical field such as Math, Actuarial Science, or Statistics.
- Minimum of 1.5-2 years of work experience in Retirements, preferably in the US Defined Benefit area.
- Total of 4-5 years of professional experience in a finance or insurance role.
- Strong mathematical, technical, and analytical skills along with keen attention to detail.
Desired Skills
- Proven ability to successfully implement complex processes.
- Outstanding collaboration skills to work effectively within our team.
- Ambitious approach with a drive for continuous learning and improvement.
- Ability to consistently follow compliance and audit requirements.
Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.
Sourced from naukri
Skills
analytical thinkingActuarialstatisticsMathActuarial ScienceFinancial Servicescompliancefinance
About Principal Global Services

Principal Global Services
Insurance
3.1k+
employees
1987
39 years old
Des Moines
United States (USA)
About
Principal connects all kinds of experts—the savvy business leader, the hardworking employee, the thoughtful investor—with the retirement, benefits, and investment insights.
Industries
InsuranceBanking / Insurance / AccountingFinancial Services
Employee ratings
817 reviews
3.6/ 5
Culture
3.5
Career growth
3.0
Work-life
3.8
Employees rate it well for
Work Life Balance142Work Culture116Senior Management81Salary81Career Growth51
Find them on