Client Service Specialist

Principal Financial Group; Maharashtra; On-site; INR 300,000 - 420,000; Full time

Job summary

Principal Financial Group in Maharashtra, India seeks a back-office associate to process Pension Application forms, maintain retirement plan records, and ensure adherence to quality benchmarks. You will handle complex record-keeping communications, document workflows, and support regulatory compliance.

The role requires 1-2 years of back-office experience in insurance/financial services, strong MS Excel skills, and excellent written and verbal communication.

Qualifications

• Must have a Graduate/Bachelor's degree in any stream.
• MS Excel proficiency and MS Office suite.
• 1-2 years of back-office experience; banking/insurance domain preferred.
• Excellent written and verbal communication skills; ability to multitask and work in shifts.

Responsibilities

• Process and check transactions on Pension Application forms and maintain retirement plan records within quality standards.
• Communicate in writing with customers on complex record-keeping issues and routine employee data.
• Follow procedures to document work on contracts and inform team of customer concerns or potential problems.
• Validate accuracy of plan and contract records and develop knowledge of Pension documents and Total Retirement Suite.
• Promote teamwork and ensure compliance with internal/external regulatory requirements.

Job description

Responsibilities

Role Description:

Process and check transactions on Pension Application forms create and maintain retirement plan records for customers, within defined Productivity and Quality standards.

Reporting Relationship

This position will report to Associate Manager- Operations

Key Responsibilities

• Prioritize and process daily work to meet customer service goals.
• Communicate in writing with customers regarding complex record keeping issues, special timing requests, and routine employee data.
• Implement problem solving techniques to ensure efficient processing on all contracts.
• Follow internal procedures to properly document work on contracts.
• Inform Client Service Associate/Consultant of customer concerns or potential problems.
• Validate accuracy of plan and contract records as needed.
• Maintain a comprehensive knowledge of our record keeping system.
• Develop a working knowledge of plans, contract, and Pension documents and the concepts of Total Retirement Suite.
• 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 PGS policies and Flexibility s per business needs

Qualifications

Must Have

Education: Graduate Bachelors degree (any stream)

Skill Set

• Working knowlege on MS Office tools specifically MS Excel .
• Minimum of 1-2 years� experience in back office. Insurance and Financial Institution experience preferred
• Excellent written and verbal communication skills , Analytical skills, Willingness to work in shifts
• Multitasking and effective decision making . Strong Customer service skills

Additional Information

Other: Good knowledge of Finance Domain and Industry

Competencies

• Make sound business decision
• Embrace Change
• Build strong Partnership
• Get results
• Act Strategically
• Lead Cultivate Talent