Principal Annuity Technician II in Des Moines, Iowa
As an Annuity Technician II in our Annuity Services area, you’ll work with business partners and our customers to coordinate existing annuity contracts. We are looking for someone with a positive attitude who will thrive in an environment where the path may not always be clear. If you're a self-starter who enjoys problem solving, and working together as a team, all in the spirit of helping our customers, then we may have the right opportunity for you!
Here are a few examples of the things you'll do:
Review and process annuity 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.
This position is also a great way to advance your career. As a growing company with over 16,000 employees around the world, Principal offers a lot of ways for you to learn more, earn more and achieve more.
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.
At this time, we're not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role. (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.)
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.
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.
Requisition ID: 2020-29125
Enterprise Segment: RIS
Business Area: Individual Annuities
Street: 711 High Street
FLSA Status: Non-Exempt