Hybrid Insurance New Business Case Coordinator

Principal International; Des Moines (IA); Hybrid; USD 25,000 - 45,000; Full time

Benefits offered by this job

Pension Eligible

Job summary

Principal Asset Management is seeking a New Business Case Coordinator to manage applications from receipt to closure, coordinating with underwriting and internal partners to ensure timely, accurate processing.

Responsibilities include reviewing packages, tracking life-cycle, and supporting producers with illustrations and forms. The role emphasizes compliance, relationship-building, and training material development.

Qualifications

• Bachelor's degree or equivalent work related experience required.
• Broad understanding of insurance operations, products and concepts.
• If dealing with Individual Life products, understand business, estate planning and personal case concepts.
• Strong computer skills and keyboarding proficiency.
• Excellent written and verbal communication.
• Strong relationship building with internal and external customers.
• Ability to prioritize work and maintain service standards.
• Ability to multi-task in a fast-paced environment with accuracy.
• Team player and positive influence within the organization.
• Develop product knowledge across all lines.

Responsibilities

• Manage new business applications from receipt through case closure.
• Coordinate between financial professionals, underwriting and internal partners.
• Review application packages for completeness and accuracy.
• Order underwriting requirements and follow up to complete cases.
• Provide updates to stakeholders and support producers with forms and illustrations.
• Educate field staff on new business processes and respond to inquiries.

Skills

Attention to detail

Communication skills

Organizational skills

Relationship building

Prioritize workload

Multi-tasking

Problem solving

Keyboarding/proficiency with computers

Education

Bachelor's degree or equivalent

Experience in insurance operations

Tools

Microsoft Office

Job description

Principal Asset Management is seeking a New Business Case Coordinator to manage applications from receipt to closure, coordinating with underwriting and internal partners to ensure timely, accurate processing.

Responsibilities include reviewing packages, tracking life-cycle, and supporting producers with illustrations and forms. The role emphasizes compliance, relationship-building, and training material development.