Process Specialist - US Insurance Ops

Principal Financial Group; Maharashtra; On-site; INR 250,000 - 320,000; Full time

Job summary

Principal Financial Group is seeking a detail-oriented professional to view requests, RFPs, and RFQs from Sales offices and index documents for quoting in various principal applications. You will review, analyze, and process indexing aligned with business process documents to meet service standards.

You will be expected to perform efficiently with minimal supervision, maintain accuracy in transactions, and continuously update your knowledge while adapting to changing needs and taking ownership

Qualifications

• Bachelor’s degree or equivalent from a recognized university.
• 1–3 years’ experience in transaction processing in Insurance and Financial Domain preferred.
• Typing skills – 30 to 35 WPM, 30 to 35 Npm, 98% accuracy
• Good written, comprehension and verbal communication skills
• Willingness to work in rotational shift
• Proficient in MS Office with Advanced Excel
• Strong analytical skills

Responsibilities

• View request, RFP, RFQ submitted by Sales offices and index the document for quote in varies principal applications
• Review, analyze and process indexing, quoting in accordance with business process documents
• Efficiently and effectively process group’s request to meet or exceed document indexing expectations
• 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

Skills

Attention to detail

Verbal communication

Analytical skills

Adaptability

Education

Bachelor's degree

Tools

MS Office

Advanced Excel

Job description

• View request, RFP, RFQ submitted by Sales offices and index the document for quote in varies principal applications


• Review, analyze and process indexing, quoting in accordance with business process documents


• Efficiently and effectively process group’s request to meet or exceed document indexing expectations


• 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

Responsibilities

• View request, RFP, RFQ submitted by Sales offices and index the document for quote in varies principal applications


• Review, analyze and process indexing, quoting in accordance with business process documents


• Efficiently and effectively process group’s request to meet or exceed document indexing expectations


• 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.

• 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, Comprehension and Verbal Communication Skills


• Willingness to work in rotational shift


• Proficient in MS office with Advance Excel


• Strong Analytical skills

Additional Information

• Detail-oriented, good comprehension and communication skills, interpretations skills