Responsibilities

- 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.
- Analyze details to determine appropriate action needed in term of processing the policy.
- Efficiently and effectively process group’s policy to meet or exceed policy installation expectations
- Consult available resources including technical documentation, updates, computer system application features, co-workers, and Mentors to perform daily task.
- Perform assigned work accurately to meet or exceed quality expectations that results in increased client satisfaction and profitability for PFG
- Demonstrates continuous learning to improve personal effectiveness that positively impacts work, environment, and enhancement of skills
- Develop partnerships among peers and those supported to increase ownership of work and sustain an efficient process
- Perform other job-related duties, other processes within the BU or special projects as required or as assigned by superior




- Work on multiple products/ process effectively with required productivity & accuracy targets for each product/process
- Partner with Trainers, SMEs and Associates for effective sharing of best practices
- Exhibit domain knowledge and able to work in the capacity of SME
- Handling extra responsibilities like reviews and performance tracking
- Training /Mentoring and on floor support for query resolution
- Identify and implement key projects in the process which would result into significant improvement
- Improve process / procedure efficiencies by submitting Operational Excellence & Automation Ideas
- Compliance to PGS policies and Flexibility as per business needs

Qualifications

- Bachelor’s degree or equivalent –15yrs of Formal Education from recognized and accredited University
- Problem solving, Valuable Comprehension Skills, Interpretations skills and Critical Thinking
- Good knowledge of Insurance, Underwriting Domain, and Industry.

Additional Information

- Must have Skill Set:
- Minimum of 5+ years’ experience in back office. Insurance, Underwriting and Financial Institution experience preferred.

- Typing test – 30 to 35 Wpm, 98% accuracy
- Good comprehensions, written and verbal communication skills
- Willingness to work in Continues Night Shift or Flexible Shift
- Proficient in MS Office with Advance Excel
- Strong Analytical Skills

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