- Perform Defined Benefit (DB) processing and/or calculation across assigned subtypes such as quotes, basic benefit events, annuities, and distributions.
- Manage assigned worklists efficiently while adhering to standard processing times.
- Deliver high-quality work with consistent adherence to SOPs, compliance guidelines, and audit requirements.
- Support adoption of new tools, updated SOPs, or workflow changes.
- Collaborate closely with seniors to understand complex cases and process updates.
- Identify individual learning gaps and proactively request clarification or training when needed.
Qualifications
- Maths or Stats education background.
- Specialist with minimum 1.5-2 years of work experience in Retirements preferably in US Defined benefit area.
- Total 4-5 years of experience.
- Bachelor degree with a major in an analytical field required (such as but not limited to Math, Actuarial Science, Statistics).
- Robust mathematical, technical and analytical skills along with keen attention to detail.
Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.
📌 Process Specialist - Defined Benefits (Pune)
🏢 Principal Financial Group
📍 Pune
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