B&P Customer Specialist 1

What You'll Do

As a B&P Customer Specialist 1 within Life Administration Services, you'll be the primary contact responding to inquiries from internal and/or external customers. Apply skills and procedures to provide a high level of value and service while crafting effective working relationships with all customers.

• Utilize online procedure manuals and system applications to optimally interpret and resolve customer inquiries and provide clear and accurate information and education to promote understanding of products and services. Uses well developed knowledge of product features for transaction processing. Able to handle moderate complex transactions and most phone calls independently. Appropriately refer complex questions or concerns requiring additional research for resolution of the customer's inquiry.
• May identify opportunities to retain existing business or sell new products and refer opportunities appropriately.
• Use problem-solving skills and in-depth product knowledge to identify process-improvement opportunities which promote efficient service delivery. Assist with troubleshooting and resolving issues related to system applications and customer experience.
• Educate customers regarding online resources available to promote self-service for more efficient access to information and increased transaction efficiencies.
• Provide services which meet established compliance and state regulatory requirements.
• Provide ongoing performance feedback and mentor to team members to drive results.
• Perform other job-related duties or special projects as the need arises.

Who You Are

• High school diploma or equivalent, plus 2+ years related work experience.
• Ability to learn and understand a broad range of insurance products and apply that knowledge by referencing appropriate tools and resources.
• Responsible for providing excellent customer service while answering questions, capturing information and completing effective and timely applicable documentation for each call.
• Ability to efficiently navigate and use multiple technology solutions, including but not limited to, intranet, contact center documentation software, claim system and internal tools.
• Able to type 40 words per minute with proficient computer skills.
• Analytical, interpersonal, problem solving, attention to detail and decision-making skills.
• Ability to meet or exceed established measurements.
• Ability to work under limited supervision and be able to wear a telephone headset for an extended period of time.
• Ability to maintain confidentiality.
• May be required to be registered with FINRA.

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

$16.75 - $31.73 / 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

Location

This role offers in-office, hybrid (blending at least three office days in a typical workweek), and remote work arrangements.

Work Authorization/Sponsorship

At this time, we're not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role. (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.)

Nonimmigrant Workers and 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 outstanding experiences, backgrounds, and talents of our employees - individually and all of us together. Explore our core values, benefits and why we're an outstanding place 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.

Date First Posted (TTF)

5/6/2024

Latest Post Date: Careers - US

5/6/2024

LinkedIn Remote Hashtag

#LI-Remote