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Process Specialist - Insurance Operations

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Onsite

Process Specialist - Insurance Operations

Principal Financial Group

Process Specialist - Insurance Operations

Skills

CybersecurityCompliance

1 month ago

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Important information


Contract type:

Permanent

Location:

Pune, Maharashtra, India

Work mode:

Onsite

Published on:

25 September 2026

What they need


Additional Information

  • Make sound business decision
  • Embrace Change
  • Build strong Partnership
  • Get results
  • Act Strategically
  • Lead Cultivate Talent

Responsibilities

  • Prioritize and process daily work to meet customer service goals.
  • Communicate in writing with customers regarding outstanding requirements and routine work
  • Implement problem solving techniques to ensure efficient processing while servicing the policies.
  • Follow internal procedures to properly document work flow management system
  • Inform leaders for the challenges while working customer requests or potential problems.
  • Validate accuracy of plan/policy while processing the task
  • Maintain a comprehensive knowledge of our record keeping system.
  • Develop a working knowledge the tasks we handle
  • Perform other job-related duties and special projects as required.
  • Promote team development through shared knowledge and information with team members in working to resolve unusual or difficult situations.
  • Adherence to Compliance, Information security, Internal and External statutory and regulatory requirements.
  • Perform assigned work accurately to meet or exceed quality expectations that results in increased client satisfaction and profitability for PFG
  • Develop partnerships among peers and those supported to increase ownership of work and sustain an efficient process
  • Compliance to GCH policies and Flexibility as per business needs

Qualifications

MBA or Graduate Bachelors degree (any stream), Good knowledge of Finance Domain and Industry with 2+ Years of experience

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