New Business Case Specialist

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

Job summary

Principal Financial Group is seeking a New Business Case Coordinator to manage applications from receipt to closure, acting as the central hub between financial professionals, underwriting, and internal teams. You will track cases, ensure service standards, and support producers with illustrations, forms, and answers.

The role emphasizes strong organizational skills, quick judgement, and relationship building across diverse distribution channels, with hybrid and remote options available.

Qualifications

• Bachelor's degree or equivalent work experience is required.
• Broad understanding of insurance operations, products and concepts.
• Strong computer skills and proficient keyboarding.

Responsibilities

• Coordinate new business applications from receipt to case closure.
• Serve as liaison between producers, underwriting, and internal partners to ensure timely processing.
• Educate field staff and producers on new business processes and provide training materials.

Skills

coordination

underwriting

communication

multi-tasking

relationship-building

organizational-skills

Education

Bachelor's degree or equivalent work related experience

Job description

Principal Financial Group is seeking a New Business Case Coordinator to manage applications from receipt to closure, acting as the central hub between financial professionals, underwriting, and internal teams. You will track cases, ensure service standards, and support producers with illustrations, forms, and answers.

The role emphasizes strong organizational skills, quick judgement, and relationship building across diverse distribution channels, with hybrid and remote options available.