Remote Life & Disability Insurance Plan Specialist

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

Job summary

Principal Financial Group is seeking an experienced professional to support individual life and disability insurance funded plans through presale and ongoing management on a designated block of business. You will prepare plan review materials, assist collaborators with product knowledge, and review transactions for contractual compliance.

In this role you will collaborate with senior staff on plan reviews, calculations, and related tasks, maintaining accurate records and ensuring a consistent

Qualifications

• 4+ years of experience in individual insurance, executive benefits, case management or client services.
• 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 and analysis

Documentation and recordkeeping

Multi-case management

Collaboration with senior staff

Job description

Principal Financial Group is seeking an experienced professional to support individual life and disability insurance funded plans through presale and ongoing management on a designated block of business. You will prepare plan review materials, assist collaborators with product knowledge, and review transactions for contractual compliance.

In this role you will collaborate with senior staff on plan reviews, calculations, and related tasks, maintaining accurate records and ensuring a consistent