Address
Form of work
SalaryHere are a few examples of the things you'll do:
- Review and process annuity transactions, examples include new business, withdrawals, service requests, and death claims.
- Exercise strong attention to detail to ensure accuracy and a positive experience for customers.
- Communicate with advisors via email to resolve outstanding issues.
- Work as a team to meet quality and timing goals.
- Implement problem solving techniques to ensure accurate and efficient processing.
- Identify and research unusual or complex situations and engage with others to resolve the request.
- Prioritize and process daily work to meet customer service goals.
- Share knowledge and information with team members to improve the overall effectiveness and development of the team.
- High school diploma or equivalent, plus 2+ years related work experience required (customer service, financial service industry experience preferred)
- Associates or Bachelor’s degree preferred.
- Knowledge of Microsoft office.
- Strong organizational, problem solving, verbal and written communication skills with an emphasis on customer service.
- Must have strong math and interpretation skills.
- Must be professional, diligent, a great teammate and able to multi-task and adapt to frequent change.
- May need to become an Associated Person of Principal Financial Securities.
We’ll consider talent at the next level with the right experiences and skills.
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): 3/11/2024 Latest Post Date: Careers - US: 3/11/2024LinkedIn Remote Hashtag
: #LI-Remote
