Remote New Business Case Coordinator

Principal Financial Group; Des Moines (IA); Remote; USD 52,065,000 - 84,018,000; Full time

Job summary

Principal Financial Group is seeking a New Business Case Coordinator to manage disability insurance applications from receipt to case closure, coordinating with financial professionals, underwriting, and internal partners to ensure a smooth and accurate experience.

The role involves reviewing applications, ordering underwriting, tracking lifecycle, and providing updates to stakeholders while supporting field staff. Remote-friendly within the United States with standard business expectations.

Qualifications

• Bachelor's degree or equivalent work related experience required.
• Broad understanding of insurance operations, products and concepts.
• Strong computer skills and proficiency at keyboarding.
• Excellent written and verbal communication.
• Ability to prioritize work and maintain service standards.

Responsibilities

• Facilitate processing of new business cases across channels, reviewing packages for completeness.
• Order underwriting requirements and follow up to complete cases.
• Track cases through the life cycle and update stakeholders.
• Support financial professionals with forms, inquiries, and status updates.
• Develop training materials and document new business processes.

Skills

Strong computer skills

Excellent written and verbal comms

Relationship building

Ability to multi-task

Team player

Education

Bachelor's degree or equivalent

Job description

Principal Financial Group is seeking a New Business Case Coordinator to manage disability insurance applications from receipt to case closure, coordinating with financial professionals, underwriting, and internal partners to ensure a smooth and accurate experience.

The role involves reviewing applications, ordering underwriting, tracking lifecycle, and providing updates to stakeholders while supporting field staff. Remote-friendly within the United States with standard business expectations.