New Business Case Coordinator - US Insurance

Responsibilities

Job Purpose

New Business Case Coordinator – Support sales goals by Verifying, Creating, Modifying, and Updating E2E Policies and Servicing them for the group on a timely basis consistent with provided guidance. Installation of a policy on various PFG systems once the case has been sold and is ready to be installed. The initial set of activities involves selecting a case, starting the initial case review, employer builds on Capture, employer builds on Compass, contract handoff, member installation on Compass, member level underwriting, and next day warp up with verification.

Description

Essential Functions

% of Time Spent

• View case report submitted by Sales offices and install the customers records, across business & group database using various applications. Process case transactions, validating company credentials and exercise good judgment in applying company guidelines and standards in the evaluation. Includes contract handoff and second day wrap up and verification of the transaction processed
• Review & analyze and process policy installation in accordance with business process documents
• Efficiently and effectively process group’s policy to meet or exceed policy installation expectations
• Ensuring customer satisfaction and strive to meet service standards by demonstrating accuracy with attention to detail, timely and methodical transaction processing

70%

• Demonstrates ability to work on routine matters with minimum supervision
• Demonstrates continuous learning by updating job knowledge with available resources resulting in positive impact at work
• Ability to be flexible and multitasking by accepting ownership for accomplishing new and different requests assigned by supervisor
• Ability to use own initiative in team environment

20%

• Provide timely responses to queries from internal and external stakeholders
• Compliance to PGS policies and Flexibility as per business needs
• Develop strong partnership with peers, mentors, support functions and leaders

10%

Qualifications

Provide prompt, courteous and excellent service at an acceptable cost to all customers; operate in an ethical manner in accordance with all applicable laws and regulations, the company's Corporate Code of Ethics, employee handbook, applicable compliance and operations policies and procedures, and other policies of the company. Possess a high degree of integrity and actively cooperate and interact with all entities of the Principal Financial Group.

• Bachelor’s degree or equivalent –15yrs of Formal Education from recognized and accredited University
• Detail-oriented, good comprehension skills, interpretations skills
• Good knowledge of Insurance, Underwriting Domain, and Industry.
• Must have Skill Set:
• Minimum 1-3 years’ experience of transaction processing in Insurance and Financial Domain preferred
• Typing skills – 35 to 40 WPM, 35 to 40 NPM, 98% accuracy
• Good written and verbal communication skills
• Willingness to work in rotational shift
• Proficient in MS office with advanced excel
• Strong Analytical skills

Reporting Relationships

This job reports to: Assistant Manager- Operations

Shift Timings – 5.30 to 2.30 AM IST & 6.30 to 3.30 IST (should be able to stretch as an when required)

Qualifications

JD attached

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.