Principal Financial Group · 21 hours ago
Sales Comp Admin Rep
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Financial ServicesInsurance
No H1B
Insider Connection @Principal Financial Group
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Responsibilities
Work with advisors, field offices, and business partners to ensure compensation is paid appropriately.
Adhere to state and federal regulations.
Excel in a fast-paced position that will provide you with long term growth opportunity.
Assist advisors by recognizing and researching unusual, complex, or problematic situations.
Communicate effectively with internal and external customers by phone and via email.
Qualification
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Required
High school graduate required.
4+ years of experience required.
Exceptional customer services skills required via phone calls and emails.
Ability to balance multiple priorities, willing to meet same day deadlines, and evaluate and improve processes.
Demonstrated ability in computer usage, competence, and proficiency at keyboarding.
Ability to develop a broad understanding of insurance operations, products and concepts across all lines.
Excellent organizational, written and verbal communication, and multi-tasking skills in a fast paced, changing environment with high accuracy and within established turnaround times.
Analytical approach with the ability to troubleshoot, identify issues, and implement solutions.
Preferred
Associates or Bachelor’s degree preferred.
Customer service, financial service industry experience preferred.
Experience working in Salesforce and/or similar CRM software is preferred.
Proficiency in Excel for accurately processing compensation data.
The ability to work with advanced Excel functions and macros.
A basic understanding of accounting principles or commission structures is a plus.
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
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.
Funding
Current Stage
Late StageRecent News
2024-04-26
2024-03-13
2024-02-24
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