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SalaryWhat You'll Do:
As an Associate Medical Application Specialist, you'll get the opportunity to communicate via telephone or online with internal and external customers to schedule and complete personal history interviews or troubleshoot/problem solve for clients applying for Individual Life and/or Individual Disability Income insurance. You'll get the opportunity to represent the company in a positive and professional manner, contributing to the growth and retention of new business relationships.
- Connect with customers via telephone or online to capture and accurately detail personal information including general activities, health history, and financials to complete an insurance application according to assigned objectives and state regulatory requirements.
- Communicate via the telephone or online with field and home office employees to schedule appointments to complete insurance applications and provide timely status updates.
- Provide troubleshooting services during the application and e-sign process.
- Represent the company in a positive and professional manner by providing a high level of customer service to encourage long-term relationships to facilitate retention of business.
- Perform other job-related duties and special projects as the need arises.
- Provide feedback to improve the efficiency of the TeleApp system and our workflow processes.
- High School diploma or equivalent with 2+ years of related experience required.
- Strong interpersonal communication, customer service, and telephone skills are required to optimally capture sensitive information from clients.
- Be self-motivated, able to work in a team environment, able to multi-task, detail oriented, and able to maintain strict confidentiality guidelines.
- Ability to troubleshoot, problem solve, and adapt to changing situations.
- Abe to type 40 wpm, efficiently navigate between numerous online applications, and accurately document data.
- Ability to acquire solid understanding of business unit products, processes, and systems.
- Have a general understanding of medical terminology.
- Be able to wear a telephone headset and sit for extended periods.
- May be required to work non-traditional hours to meet customer needs.
Work Environments
This role offers in-office, hybrid (blending at least three office days in a typical workweek), and remote work arrangements.
Hours
Hours of operation are Mon-Fri 9:30-6:05pm CST.
Work Authorization/Sponsorship
At this time, we're not considering applicants 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 Asset Management 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
At Principal, we value connecting on both a personal and professional level. Together, we’re imagining a more purpose-led future for financial services – and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site to learn more about our purpose, values and benefits.
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 be accepting applications for at least 3 days from when the job was originally posted, after which we may keep open or remove the posting based upon applications we receive. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond 3 days of the original posting date. Date First Posted (TTF): 1/23/2024 Latest Post Date: Careers - US: 1/23/2024LinkedIn Remote Hashtag
: #LI-Remote
