Responsibilities:
Job Purpose

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- _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.
- Essential Functions

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- Description

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- % of Time Spent
- 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 current 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 leaders
10%
- QualificationsProvide prompt, courteous and excellent service at an acceptable cost to all customers; operate in an ethical manner in accordance with all applicable laws and regulations, the company's Corporate Code of Ethics, employee handbook, applicable compliance and operations policies and procedures, and other policies of the company. P

📌 New Business Case Coordinator (Pune)
🏢 Principal Global Services
📍 Pune