Life & Disability Plans Specialist — Remote/Hybrid

Principal International; Des Moines (IA); Hybrid; USD 69,000 - 126,000; Full time

Benefits offered by this job

Flexible Time Off

Pension Eligible

Hybrid/Remote options

Job summary

Principal Asset Management seeks an experienced specialist to support individual life/disability insurance programs across presale and ongoing management. You will prepare plan reviews, assist product knowledge, and ensure compliance with contract terms.

You’ll research complex issues with senior staff and maintain accurate records to support efficient case management and a consistent customer experience. This role requires strong knowledge of insurance products, plan design concepts, and the

Qualifications

• 4+ years of experience in individual insurance, executive benefits, case management or client services or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
• Solid working knowledge of individual insurance products, riders, and plan design concepts.
• Familiarity with planning concepts (Key Person, Bonus, Split Dollar, Deferred Compensation).
• Ability to research and interpret issues using established guidelines and resources.
• Strong organization, documentation, and recordkeeping skills.
• Demonstrated ability to manage multiple cases with accuracy and attention to detail.

Responsibilities

• Provides support for individual life/disability insurance funded plans throughout presale and ongoing management on a designated block of business.
• Prepares plan review materials, assists internal collaborators with product and plan development knowledge, and reviews service transactions for compliance with contractual terms and concepts.
• Conducts research on moderately complex issues and raises higher risk items as needed.
• Maintains accurate plan records and contributes to efficient case management, documentation quality, and consistent customer experience.
• Collaborates with senior staff on more comprehensive plan reviews, calculations, and related tasks.

Skills

Insurance knowledge

Plan design concepts

Research ability

Documentation skills

Job description

Principal Asset Management seeks an experienced specialist to support individual life/disability insurance programs across presale and ongoing management. You will prepare plan reviews, assist product knowledge, and ensure compliance with contract terms.

You’ll research complex issues with senior staff and maintain accurate records to support efficient case management and a consistent customer experience. This role requires strong knowledge of insurance products, plan design concepts, and the