Process Specialist - Insurance Operations
Principal Global Services · Pune · onsite · Posted 24d ago
Undisclosed2–7 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
Responsibilities
- Prioritize and process daily work to meet customer service goals.
- Communicate in writing with customers regarding outstanding requirements and routine work.
- Implement problem solving techniques to ensure efficient processing while servicing the policies.
- Follow internal procedures to properly document work flow management system.
- Inform leaders for the challenges while working customer requests or potential problems.
- Validate accuracy of plan/policy while processing the task.
- Maintain a comprehensive knowledge of our record keeping system.
- Develop a working knowledge the tasks we handle.
- Perform other job-related duties and special projects as required.
- Promote team development through shared knowledge and information with team members in working to resolve unusual or difficult situations.
- 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.
- Develop partnerships among peers and those supported to increase ownership of work and sustain an efficient process.
- Compliance to GCH policies and Flexibility as per business needs.
Qualifications
- MBA or Graduate Bachelors degree (any stream).
- Good knowledge of Finance Domain and Industry with 2+ Years of experience.
Key competencies
- Make sound business decision
- Embrace Change
- Build strong Partnership
- Get results
- Act Strategically
- Lead
- Cultivate Talent
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
Customer Serviceworkflow managementProcess complianceTeam developmentInformation SecurityClient SatisfactionInsurance OperationsServicing
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
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