Additional Information
Make sound business decision
Embrace Change
Build solid Partnership
Get results
Act Strategically
Lead Cultivate Talent

Responsibilities
Prioritize and process daily work to meet customer service goals.
Communicate in writing with customers regarding outstanding requirements and routine work
Implement problem solving techniques to ensure effective processing while servicing the policies.
Follow internal procedures to properly document work flow management system
Inform leaders for the challenges while working customer requests or potential problems.
Validate accuracy of plan/policy while processing the task
Maintain a comprehensive knowledge of our record keeping system.
Develop a working knowledge the tasks we handle
Perform other job-related duties and special projects as required.




Promote team development through shared knowledge and information with team members in working to resolve unusual or difficult situations.
Adherence to Compliance, Information security, Internal and External statutory and regulatory requirements.
Perform assigned work accurately to meet or exceed quality expectations that results in increased client satisfaction and profitability for PFG
Develop partnerships among peers and those supported to increase ownership of work and sustain an efficient process
Compliance to GCH policies and Flexibility as per business needs

Qualifications

MBA or Graduate Bachelors degree (any stream), Positive knowledge of Finance Domain and Industry with 2+ Years of experience

📌 Process Specialist Insurance Operations Pune
🏢 Principal Financial Group
📍 Pune