Process Specialist - US Insurance Ops

Principal-Global-Services; Pune District; On-site; INR 500,000 - 800,000; Full time

Job summary

Principal Financial Group in Pune is seeking a Process Specialist to handle transaction processing, indexing, and quoting tasks with a focus on accuracy and timely delivery. You will support client satisfaction in a precise, productive team environment.

Ideal candidates hold a Bachelor's degree, 2–4 years in transaction processing in insurance/financial services, strong MS Office and Excel skills, and excellent written and verbal communication. Flexibility for rotational shifts is required.

Qualifications

• Bachelor's degree or equivalent experience.
• 2–4 years' experience in transaction processing in the 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 shifts.
• Proficient in MS Office with advanced Excel skills.
• Strong analytical skills.

Responsibilities

• View requests, RFPs, and RFQs submitted by sales offices and index documents for quotes in various Principal applications.
• Review, analyze, and process indexing and quoting in accordance with business process documents.
• Efficiently and effectively process group requests to meet or exceed document indexing expectations.
• Ensure customer satisfaction by demonstrating accuracy, attention to detail, timely, and methodical transaction processing.
• Work on routine matters with minimum supervision.
• Regularly advance job knowledge by tapping into available resources, contributing positively to work outcomes.
• Be flexible and multitasking by accepting ownership for accomplishing new and different requests assigned by the supervisor.
• Use your own initiative in a team environment.
• Provide timely responses to queries from internal and external collaborators.
• Align with Principal policies and adapt to business needs.
• Develop strong partnerships with peers, mentors, support functions, and leaders.

Skills

Typing speed

Communication skills

Rotational shifts

Excel skills

Analytical skills

Education

Bachelor's degree or equivalent

Tools

MS Office

Excel

Job description

Responsibilities

What makes this opportunity unique?

At Principal Financial Group, we believe in nurturing talent and offering abundant chances for career advancement. As a Process Specialist, you'll join a top-tier team that prioritizes precision, productivity, and outstanding service. You'll hold a key position in guaranteeing seamless transaction handling and client satisfaction, creating a meaningful difference in our operations and customers' experiences.

Key Responsibilities

• View requests, RFPs, and RFQs submitted by sales offices and index documents for quotes in various Principal applications.
• Review, analyze, and process indexing and quoting in accordance with business process documents.
• Efficiently and effectively process group requests to meet or exceed document indexing expectations.
• Ensure customer satisfaction by demonstrating accuracy, attention to detail, timely, and methodical transaction processing.
• Work on routine matters with minimum supervision.
• Regularly advance job knowledge by tapping into available resources, contributing positively to work outcomes.
• Be flexible and multitasking by accepting ownership for accomplishing new and different requests assigned by the supervisor.
• Use your own initiative in a team environment.
• Provide timely responses to queries from internal and external collaborators.
• Align with Principal policies and adapt to business needs.
• Develop strong partnerships with peers, mentors, support functions, and leaders.

Qualifications

Requirements

• Bachelor's degree or equivalent experience – 15 years of formal education from a recognized and accredited university.
• Minimum 2-4 years' experience in transaction processing in the 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 shifts.
• Proficient in MS Office with advanced Excel skills.
• Strong analytical skills.

Why choose Principal Financial Group?

We believe in fostering a collaborative and inclusive work environment where everyone's contributions are valued. Our team is ambitious, determined, and committed to delivering exceptional service. You'll have the opportunity to develop your skills, work with dedicated professionals, and make a positive impact on our clients and organization. Join us and be part of a company that truly values its employees and strives for excellence in everything we do!