Process Specialist - US Insurance Ops
Principal Global Services · Pune · onsite · Posted 48d ago
About a minute. You'll make an account on the way through.
About this role
Job Summary
What makes this opportunity unique At Principal Financial Group, we believe in nurturing talent and offering abundant chances for career advancement. As a Process Specialist, youll join a top-tier team that prioritizes precision, productivity, and outstanding service. Youll hold a key position in guaranteeing seamless transaction handling and client satisfaction, creating a meaningful difference in our operations and customers experiences.
Responsibilities
- View requests, RFPs, and RFQs submitted by sales offices and index documents for quotes in various Principal applications.
- Review, analyze, and process indexing and quoting in accordance with business process documents.
- Efficiently and effectively process group requests to meet or exceed document indexing expectations.
- Ensure customer satisfaction by demonstrating accuracy, attention to detail, timely, and methodical transaction processing.
- Work on routine matters with minimum supervision.
- Regularly advance job knowledge by tapping into available resources, contributing positively to work outcomes.
- Be flexible and multitasking by accepting ownership for accomplishing new and different requests assigned by the supervisor.
- Use your own initiative in a team environment.
- Provide timely responses to queries from internal and external collaborators.
- Align with Principal policies and adapt to business needs.
- Develop strong partnerships with peers, mentors, support functions, and leaders.
Requirements
- Bachelor s degree or equivalent experience - 15 years of formal education from a recognized and accredited university.
- Minimum 2-4 years experience in transaction processing in the insurance and financial domain preferred.
- Typing skills - 30 to 35 WPM, 30 to 35 NPM, 98% accuracy.
- Good written, comprehension, and verbal communication skills.
- Willingness to work in rotational shifts.
- Proficient in MS Office with advanced Excel skills.
- Strong analytical skills.
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.
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About Principal Global Services

Principal Global Services
Insurance
3.1k+
employees
1987
39 years old
Des Moines
United States (USA)
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