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What You'll Do

As a New Business Case Coordinator in the Life New Business and Underwriting area, you will facilitate the processing of new business cases from initial receipt to final action for a variety of distribution channels. You’ll network with many business partners daily, internally and externally. In our fast-paced and ever-changing department, we are looking for forward thinking individuals to join our team and help make an impact!

Your day will be filled with:

• Communicating via phone and email with field partners to provide status and process or product information.

• Reviewing application documents for completeness and accuracy and ordering necessary requirements.

• Proactively following up on all requirements and tracking cases through their life cycle to ensure stated service standards are met.

• Coordinating the issue and delivery of life insurance policies.

• Exhibiting quick judgment, excellent organizational skills, accurate and detailed written and verbal communication in the work you complete.

• Handling your own daily workload and exhibiting strong decision-making and flexibility when working on complex casework.

• Developing an extensive knowledge of our products and processes, staying current on department and regulatory updates.

• Performing other job-related duties and special projects as required.

Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years!

Who You Are

• Bachelor's degree or equivalent work-related experience required.

• Effective team player and a positive influence within the organization.

• Strong computer skills, aptitude, and proficiency at keyboarding.

• Exhibit positive relationship building with internal and external customers and be able to respond to difficult situations.

• Prioritize work while maintaining service standards in the face of peak times and full workloads, and frequent interruptions.

• Ability to multi-task in a fast-paced changing environment with high accuracy and within established turnaround times.

• Ability to work professionally and diplomatically with very demanding and diverse distribution channels.

• Participation in industry continuing education is strongly recommended (i.e. LOMA).

Salary Range Information

Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly)

$18.73 - $25.12 / hour

Time Off Program

Personal Time Off (PTO) is provided to hourly (non-exempt) employees and provides a set amount of accrued time earned each pay period. Employees can use their PTO for vacation, personal or short-term illness.

Pension Eligible

Yes

Additional Information

Work Environments

This role offers in-office, hybrid (blending at least three office days in a typical workweek), and remote work arrangements. You’ll work with your leader to figure out which option may align best based on several factors.

Work Authorization/Sponsorship

At this time, we're not considering candidates that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States? This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links:

Nonimmigrant Workers (https://www.uscis.gov/working-in-the-united-states/temporary-nonimmigrant-workers) and Green Card for Employment-Based Immigrants (https://www.uscis.gov/green-card/green-card-eligibility/green-card-for-employment-based-immigrants)

Investment Code of Ethics

For Principal Global Investors positions, you’ll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.

Experience Principal

While our expertise spans the globe, we're bound by one common purpose: to foster a world where financial security is accessible to all. And our success depends on the unique experiences, backgrounds, and talents of our employees – individually and all of us together. Explore our core values (https://www.principal.com/about-us/careers#core-values) , benefits (https://www.principal.com/about-us/careers#benefits) and why we’re an exceptional place (https://www.principal.com/about-us/careers#reputation) to grow your career.

Principal is an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Posting Window

We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline.

Original Posting Date

6/12/2024

Most Recently Posted Date

6/12/2024