Additional Information

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At Principal, we value connecting on both a personal and skilled level. Together, were imagining a more purpose-led future for financial services and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site to learn more about our purpose, values and benefits.

Principal is an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Responsibilities

Job Purpose

*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

Description

% 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 good 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 g

📌 New Business Case Coordinator (Pune)
🏢 Principal Financial Group
📍 Pune