Work in Iowa Jobs

What You'll Do

As an Implementation Coordinator you will have the opportunity to positively contribute toward Non-Qualified benefit sales by ensuring accurate, timely, and expert implementation of new ancillary business, for both new and existing policyholders, for the broker and client in a specified sales region. All duties will be carried out with outstanding service and in alignment with business unit goals.

• Management of Installation: Use a proactive and consultative approach to lead the customer experience by providing expertise for implementation solutions and processes. Responsible for the overall happiness of customer and broker experience to result in strategic growth of block. Detail orientation to ensure accuracy during implementation. Provide expert knowledge on products and installation capabilities. Subject matter expert of sold proposals and ability to communicate impact of policy provisions to customers.

• Implementation meetings/client contact: Analyze information to be able to present and communicate recommendations to the sales rep and broker on sophisticated issues and/or conflicting information. Exercise independent judgement and critical thinking skills to meet and exceed the client expectations using a variety of enrollment capabilities. Use problem solving skills to solve customer requests based on best practices within Principal. Lead implementation calls to help foster broker/client relationships. Partner with sales reps, account executives, and internal sales specialists to understand the overall impact the customer experience has on future sales as it relates to broker relationships and expectations.

• Partner with Brokers: Manage, control and assume full responsibility for broker relationship during sold case implementation. This can include training broker staff in person, by phone, virtual meeting, or email as needed to build relationships with brokers and or customers. Supervise the pipeline (quoting and sold case) in the system to effectively move business through the sales and implementation process while meeting timing and accuracy guidelines.

• Sold Case Submission: Complete final review of plan design features, policy provisions, and administrative set up and communicate effectively and accurately to the implementation team in home office. Build and maintain relationships with implementation team to ensure timely and efficient installation experience. Produce and provide documentation to the broker and sales office partners upon case completion. Proactively manage discrepancies with installation and communication with broker and sales team.

• Perform other job-related duties and special projects as the need arises.

Who You Are

• Bachelor's degree or equivalent experience required.

• Prefer 1+ years of related experience in individual Non-Qualified benefits services, marketing, or sales.

• Salesforce experience preferred.

• Requires broad understanding of insurance operations, products, and concepts with the ability to apply marketing strategies and systems.

• Requires strong planning, organizational, problem solving, and time management skills with the flexibility to adjust to changing priorities.

• Requires effective verbal and written communication skills plus the ability to develop effective relationships and empower producer behavior.

• Be self advised and be able to accomplish work with limited supervision and general work direction.

• Occasional overtime may be required.

• Some travel may be required including overnight stays (5%).

Salary Range Information

Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly)

$20.84 - $39.81 / hour

Time Off Program

Personal Time Off (PTO) is provided to hourly (non-exempt) employees and provides a set amount of accrued time earned each pay period. Employees can use their PTO for vacation, personal or short-term illness.

Pension Eligible

Yes

Additional Information

Work Environments

This role offers in-office, hybrid (blending at least three office days in a typical workweek), and remote work arrangements.

Work Authorization/Sponsorship

At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.

Nonimmigrant Workers (https://www.uscis.gov/working-in-the-united-states/temporary-nonimmigrant-workers) and Green Card for Employment-Based Immigrants (https://www.uscis.gov/green-card/green-card-eligibility/green-card-for-employment-based-immigrants)

Investment Code of Ethics

For Principal Asset Management 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.

Experience Principal

At Principal, we value connecting on both a personal and professional level! Together, we’re imagining a more purpose-led future for financial services – and that starts with you. Our success depends on the outstanding experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site (https://www.principal.com/about-us/careers) to learn more about our purpose, values and benefits.

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.

Posting Window

We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline.

Original Posting Date

4/9/2024

Most Recently Posted Date

4/16/2024

LinkedIn Remote Hashtag

#LI-Remote