Process Specialist

Responsibilities

About the Role

Are you looking to elevate your career in finance and insurance? As a Process Specialist at Principal, you will play a pivotal role in ensuring flawless and efficient processing within our finance operations. This outstanding opportunity allows you to be part of a team that strives for excellence and delivers world-class services to our clients!

Responsibilities

• View requests, RFPs, and RFQs submitted by Sales offices and index the 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 happiness and strive to meet service standards by demonstrating accuracy with attention to detail, timely and methodical transaction processing.
• Work on routine matters with minimum supervision.
• Continuously update job knowledge with available resources, resulting in a positive impact at work.
• Be flexible and multitasking by accepting ownership for accomplishing new and different requests assigned by your supervisor.
• Use your initiative in a team environment.
• Provide timely responses to queries from internal and external collaborators.
• Align with PGS policies and adapt to business needs as required.
• Develop positive relationships with peers, mentors, support functions, and leaders.
  
  

Qualifications

Qualifications

• Bachelor’s degree or equivalent experience, with 15 years of formal education from a recognized and accredited university.
• Good knowledge of the insurance domain, servicing, and transaction processing industry.
  
  

Additional Information

We strictly adhere to the highest standards in everything we do. Our team is ambitious and determined to succeed, and we are looking for someone who shares our dedication. If you have a proven track record in the finance and insurance domains and possess a passion for continuous learning and excellence, this role is for you!

Additional Information

Experience Principal

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.