Responsibilities

Job Title: Process Expert - Insurance
Are you seeking a chance to collaborate with a world-class group and elevate your career? Join Principal Financial Group as a Process Specialist - Insurance in Pune, Maharashtra, India. This position provides the opportunity to be part of a dynamic and cooperative setting where your efforts will have a meaningful impact
Key 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 efficient processing while servicing the policies.
• Follow internal procedures to accurately detail the workflow management system.
• Inform leaders of the challenges while working on customer requests or potential problems.
• Validate the accuracy of plans/policies while processing tasks.
• Maintain a comprehensive knowledge of our record-keeping system.
• Build a practical understanding of the tasks we manage.
• Perform other job-related duties and special projects as required.




• Promote team development through shared knowledge and information with team members in resolving 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, resulting in increased client happiness and profitability for PFG.
• Develop partnerships among peers and those supported to increase ownership of work and sustain an effective process.
• Compliance with GCH policies and flexibility as per business needs.

Shift Flexibility Requirement
Candidates should be flexible to work in both shifts:
• Afternoon Shift: 1:30 PM to 10:30 PM IST
• Evening/Night Shift: 5:30/6:30 PM IST to 2:30/3:30 AM IST

Training Period
• Duration: 3 to 6 months
• Shift: 1:30 PM to 10:30 PM IST
• Work Model: 5 days a week from the office during training

Quali

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