Process Specialist - Insurance Operations

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At Principal, we value connecting on both a personal and professional level. Together, were imagining a more purpose-led future for financial services and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site to learn more about our purpose, values and benefits.

Principal is an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. 

Job Title: Process Expert - Insurance

Are you seeking a chance to collaborate with a world-class group and elevate your career? Join Principal Financial Group as a Process Specialist - Insurance in Pune, Maharashtra, India. This position provides the opportunity to be part of a dynamic and cooperative setting where your efforts will have a meaningful impact!

Key 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 accurately detail the workflow management system.
• Inform leaders of the challenges while working on customer requests or potential problems.
• Validate the accuracy of plans/policies while processing tasks.
• Maintain a comprehensive knowledge of our record-keeping system.
• Build a practical understanding of the tasks we manage.
• Perform other job-related duties and special projects as required.
• Promote team development through shared knowledge and information with team members in resolving 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, resulting in increased client happiness and profitability for PFG.
• Develop partnerships among peers and those supported to increase ownership of work and sustain an efficient process.
• Compliance with GCH policies and flexibility as per business needs.

Qualifications:

• MBA or Graduate Bachelor's degree (any stream).
• Strong understanding of the Finance Domain and Industry with over 2 years of experience.
• Strong problem-solving skills and the ability to embrace change.
• Proven ability to build positive relationships and get results.
• Critical thinking and sound business decision-making skills.
• Ability to lead and cultivate talent within the team.

We are on the lookout for candidates who are ambitious, determined, and ready to take on new challenges. If you are passionate about making a difference and have a proven track record of success, we want to hear from you!