Process Specialist - Insurance Operations

Principal Financial Group; Maharashtra; On-site; INR 350,000 - 520,000; Full time

Job summary

Principal Financial Group is seeking a detail-oriented professional to manage daily customer service tasks and policy servicing with accuracy and compliance. You will communicate in writing with customers, document workflows, and escalate challenges to leaders while preserving policy integrity and client satisfaction.

The role emphasizes finance domain knowledge, collaboration with peers, and adherence to internal procedures and regulatory requirements, contributing to efficient processes and

Qualifications

• MBA or graduate bachelor's degree in any stream.
• Good knowledge of the finance domain and industry with 2+ years of experience.

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 policies.
• Follow internal procedures to document workflow management systems.
• Ensure accuracy of plans/policies during processing.

Skills

Communication skills

Customer service

Problem solving

Finance domain knowledge

Teamwork

Education

MBA or Graduate Bachelor's degree

Job description

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 properly document work flow management system
• Inform leaders for the challenges while working customer requests or potential problems.
• Validate accuracy of plan/policy while processing the task
• Maintain a comprehensive knowledge of our record keeping system.
• Develop a working knowledge the tasks we handle
• 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 GCH policies and Flexibility as per business needs

Qualifications

MBA or Graduate Bachelors degree (any stream), Good knowledge of Finance Domain and Industry with 2+ Years of experience

Additional Information

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