New Business Case Coordinator – Support sales goals by Verifying, Creating, Modifying, and Updating E2E Policies and Servicing them for the group on a timely basis consistent with provided guidance. Installation of a policy on various PFG systems once the case has been sold and is ready to be installed. The initial set of activities involves selecting a case, starting the initial case review, employer builds on Capture, employer builds on Compass, contract handoff, member installation on Compass, member level underwriting, and next day warp up with verification.
Description
Essential Functions
% of Time Spent
View case report submitted by Sales offices and install the customers records, across business & group database using various applications. Process case transactions, validating company credentials and exercise valuable judgment in applying company guidelines and standards in the evaluation. Includes contract handoff and second day wrap up and verification of the transaction processed
Review & analyze and process policy installation in accordance with business process documents
Efficiently and effectively process group’s policy to meet or exceed policy installation expectations
Ensuring customer satisfaction and strive to meet service standards by demonstrating accuracy with attention to detail, timely and methodical transaction processing
70%
Demonstrates ability to work on routine matters with minimum supervision
Demonstrates continuous learning by updating job knowledge with available resources resulting in positive impact at work
Ability to be flexible and multitasking by accepting ownership for accomplishing new and different requests assigned by supervisor
Ability to use own initiative in team environment
20%
Provide timely responses to queries from internal and external stakeholders
Compliance to PGS policies and Flexibility as per business needs
Develop strong partnership with peers, mentors, support functions and lead
📌 New Business Case Coordinator (Pune)
🏢 Principal Financial Group
📍 Pune
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