B&P Customer Specialist 2

What You'll Do

As a B&P Customer Specialist 2 on the Exclusive Partner Team, you'll be the primary contact responding to inquiries by phone and email from our exclusive partners, applying skills and procedures to provide a high level of value and service while creating effective working relationships with our customers. You'll be consistently learning while having a rich variety in the work you do, which includes:

• Utilizing online procedural manuals and system applications to effectively interpret and resolve customer inquiries and provide clear and accurate information and education to promote understanding of product and services.
• Educating customers regarding online resources available to promote self-service for most efficient access to information and increased transaction efficiencies.
• Serving as a SME on key administrative processes including billing options, eligibility processes, reconciliation/audit of billing statement, and assisting with other complex customer issues.
• Using problem-solving skills and in-depth product knowledge to identify process improvement opportunities which promote cost effective service delivery.
• Providing service which meet established compliance and state regulatory requirements. Performing other job-related duties or 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

• High school diploma or equivalent work experience required
• Exceptional customer service skills required
• Ability to develop a broad understanding of insurance operations, products and concepts across all lines.
• Strong computer skills, aptitude, and proficiency at keyboarding.
• Potential to build positive relationships with diverse internal and external distribution channels, make quick judgements, and respond to difficult situations that requires tact and discretion.
• Good decision-making when working on complex casework and making exceptions during new business processing.
• Ability to prioritize work while maintaining service standards in the face of peak times, heavy workloads and with frequent interruptions.
• Excellent organizational, written and verbal communication, and multi-tasking skills in a fast paced, changing environment with high accuracy and within established turnaround times.
• Effective team member and a positive influence within the organization.
• Compass experience is a plus, but is not required.

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

$18.39 - $35.19 / 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 (only if residing more than 30 miles from Des Moines, IA, or Charlotte, NC). 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 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 unique experiences, backgrounds, and talents of our employees - individually and all of us together. Explore our core values, benefits and why we're an exceptional 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)

5/8/2024

Latest Post Date: Careers - US

5/8/2024

LinkedIn Remote Hashtag

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