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Principal Financial Group · 11 hours ago

Customer Care Specialist

San Diego, CA

Full-time

Onsite

Entry Level

$22.21/hr - $29.62/hr

1+ years exp

Principal Financial Group is a company focused on financial services, and they are seeking a Customer Care Specialist to be the primary contact for responding to customer inquiries. The role involves providing high-level service, educating customers about products, and assisting with process improvements.

Financial ServicesInsurance

No H1B

Responsibilities

Utilize online procedure manuals and system applications to effectively interpret and resolve customer inquiries and provide clear and accurate information and education to promote understand of products and services

Uses limited knowledge of product features for transaction processing

Handles low risk/low complex transactions and minimal phone calls

Appropriately refer complex questions or concerns requiring additional research for resolution of the customers inquiry

Assist in identifying process-improvement opportunities which promote cost-effective service delivery

Assist with troubleshooting and resolving issues related to system applications and customer experience

Educate customers regarding online resources available to promote self-service for more efficient access to information and increased transaction efficiencies

Provide services which meet established compliance and state regulatory requirements

Perform other job-related duties or special projects as required

Qualification

Customer serviceInsurance product knowledgeTechnology solutions navigationAnalytical skillsProblem solvingAttention to detailDecision-making skills

Required

High school diploma or equivalent, plus 1+ years related work experience

Ability to learn and understand a broad range of insurance products and apply that knowledge by referencing appropriate tools and resources

Responsible for providing excellent customer service while answering questions, gathering information and completing effective and timely applicable documentation for each call

Ability to efficiently navigate and use multiple technology solutions, including but not limited to, intranet, contact center documentation software, claim system and internal tools

Must be able to type 40 words per minute with proficient computer skills

Analytical, organizational, problem solving, attention to detail and decision-making skills

Ability to meet or exceed established measurements

Ability to work under limited supervision and be able to wear a telephone headset for an extended period of time

Must maintain confidentiality

Benefits

Personal Time Off (PTO) is provided to hourly (non-exempt) employees and provides a set amount of accrued time earned each pay period.

Pension Eligible: Yes

Company

Principal Financial Group

Glassdoor3.9

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

10001+ employees