Responsibilities

Why Join Us?
At Principal Financial Group, we cultivate a culture where ambition and excellence prosper. As a Process Specialist - Defined Benefits, you will work alongside world-class teams and play a key role in seamless financial processing. Our dedication to continuous growth and integration of innovative tools ensures you stay ahead in industry developments. This opportunity suits those who care deeply about finance and insurance and want to contribute meaningfully in a collaborative and inclusive work environment.
Key Responsibilities
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.
Produce high-quality work while consistently following SOPs, compliance guidelines, and audit requirements.
Support integration 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

Qualifications
Bachelor’s degree or equivalent experience with a major in an analytical field such as Math, Actuarial Science, or Statistics.
Minimum of 1.5-2 years of work experience in Retirements, preferably in the US Defined Benefit area.
Total of 4-5 years of professional experience in a finance or insurance role.
Strong mathematical, technical, and analytical skills along with keen attention to detail.
Desired Skills
Proven ability to successfully implement complex processes.
Outstanding collaboration skills to work effectively within our team.
Ambitious approach with a drive for continuous learning and improvement.
Ability to consistently follow compliance and audit requirements.

Additional Information

Experience Principal
At Principal, we value connecting on both a personal and skilled level. Together

📌 Process Specialist (Pune)
🏢 Principal Global Services
📍 Pune