Process Specialist - US Insurance

Principal Financial Group; Hyderabad; On-site; INR 300,000 - 600,000; Full time

Job summary

Principal Financial Group in Hyderabad, India, is seeking a detail-oriented Transactions Associate to review, analyze and process insurance and financial domain transactions. The role emphasizes accuracy, timely processing, and customer satisfaction as part of a collaborative team.

You'll perform routine tasks with minimal supervision, adapt to rotational shifts, and use MS Office tools while maintaining high-quality communications with internal and external stakeholders.

Qualifications

• Bachelor’s degree or equivalent from a recognized university.
• 1–3 years of transaction processing experience in insurance/financial domain preferred.
• Typing speed 30–35 WPM and 30–35 NPM with 98% accuracy; strong written and verbal communication.

Responsibilities

• Review, analyze and process transactions as per business process documents.
• Strive for accuracy with timely and methodical transaction processing.
• Work on routine matters with minimum supervision.
• Update job knowledge to maintain a positive impact at work.
• Be flexible and multitask, taking ownership of new requests.
• Use own initiative in a team environment.
• Provide timely responses to queries from stakeholders.
• Adhere to PGS policies and adapt to business needs.
• Develop strong partnerships with peers and leaders.

Skills

Attention to detail

Communication skills

Typing accuracy

Education

Bachelor’s degree

Tools

MS Office

Job description

Job Description:

Responsibilities

• Review, analyze and process transactions in accordance with business process documents
• Ensuring customer satisfaction and strive to meet service standards by demonstrating accuracy with attention to detail, timely and methodical transaction processing
• 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
• Provide timely response 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

Qualifications

• Bachelor’s degree or equivalent –15yrs of Formal Education from recognized and accrediated University.

Additional Information

• Minimum 1-3 years' experience of transaction processing in Insurance and Financial Domain preferred
• Typing skills - 30 to 35 Wpm, 30 to 35 Npm, 98% accuracy
• Good written and verbal communication skills
• Willingness to work in rotational shift
• Proficient in MS office