58 applicants

Company

Original Job Post

Principal Financial Group · 3 days ago

Retirement Operations Specialist

Des Moines, IA

Full-time

Onsite

Mid Level

$16/hr - $35/hr

2+ years exp

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Financial ServicesInsurance

Insider Connection @Principal Financial Group

Discover valuable connections within the company who might provide insights and potential referrals, giving your job application an inside edge.

Responsibilities

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.

Qualification

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Microsoft OfficeMath SkillsProblem-SolvingVerbal CommunicationWritten CommunicationCustomer ServiceTeamworkAdaptabilityAssociated PersonPrincipal Financial Securities

Required

High school diploma or equivalent, plus 2+ years related work experience required (customer service, financial service industry experience 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

Preferred

Associates or Bachelor’s degree preferred

May need to become an Associated Person of Principal Financial Securities

Benefits

Personal Time Off (PTO)

Pension Eligible

Company

Principal Financial Group

Glassdoor

3.9

Principal Financial Group® is dedicated to improving the wealth and well-being of people and businesses around the world—helping more than 62M customers plan, protect, invest, and retire as of December 31, 2023.

Founded in 1879

Des Moines, Iowa, USA

10,001+ employees