Process Specialist - US Insurance Ops
Principal Financial Group
- Location
- Pune, India
- Employment
- Full Time
- Work model
- On-Site
- Level
- Mid
Skills
About this role
Responsibilities
Support sales goals by Verifying, Creating, Modifying and Updating Quotes for group on a timely basis consistent with provided guidance. Once the RFP is in Salesforce, a member of Field Support will index and create a quoting opportunity by filing out the key data attributes for an opportunity and also ensure accurate broker data is in Salesforce, if not, broker information is input by the employee indexing the opportunity in Salesforce. This opportunity is used by Field Support and the field office throughout the quoting and selling process of that specific business account. Key Responsibilities : View request, RFP, RFQ submitted by Sales offices and index the document for quote in varies principal applications Review, analyze and process indexing, quoting in accordance with business process documents Efficiently and effectively process group’s request to meet or exceed document indexing expectations Ensuring customer satisfaction and strive to meet service standards by demonstrating accuracy with attention to detail, timely and methodical transaction processing Demonstrates ability to work on routine matters with minimum supervision Demonstrates continuous learning by updating job knowledge with available resources resulting in positive impact at work Ability to be flexible and multitasking by accepting ownership for accomplishing new and different requests assigned by supervisor Ability to use own initiative in team environment Provide timely response to queries from internal and external stakeholders Compliance to PGS policies and Flexibility as per business needs Develop strong partnership with peers, mentors, support functions and leaders Qualifications Skills : Minimum 1-3 years’ experience of transaction processing in Insurance and Financial Domain preferred Typing skills – 30 to 35 Wpm, 30 to 35 Npm, 98% accuracy Good written, Comprehension and Verbal Communication Skills Willingness to work in rotational shift Proficient in MS office with Advance Excel Strong Analytical skills Qualification : •Education: Bachelor’s degree or equivalent –15yrs of Formal Education from recognized and accrediated University