What You'll Do

As an Onboarding Coordinator you’ll be responsible for working with our distribution partners, financial professionals, and employers to onboard new GI and GSI groups ensuring accurate, timely and expert implementation of new ancillary business.

Your day will consist of:

• Providing exceptional service and creative solutions on complex plans and communicate to all parties involved.
• Leading the employer and financial professional experience by providing expertise for implementation and onboarding of solutions and processes, ensuring client satisfaction and accuracy during implementation.
• Solving complex issues that may arise by providing alternatives outside of normal processes, including negotiating solutions.
• Communicating and providing knowledge on products and installation capabilities.
• Analyzing information and making recommendations to the sales rep and broker on complex issues and/or conflicting information to solve customer requests.
• Educating business partners on the process of gathering needed information to ensure accurate and timely installation.
• Managing the broker relationship during sold case implementation and monitoring the pipeline in the system to effectively move business through the sales, onboarding, and implementation process.
• Completing final review of plan design features, policy provisions, and administrative set up and communicating effectively and accurately to the implementation team.
• Building and maintaining relationships with implementation team members to ensure timely and optimal installation experience.
• Performing other job-related duties and special projects as required.

Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years!

Who You Are

• 3 years of experience in life or group benefits services, marketing or sales.
• Solid understanding of insurance operations, products, and concepts with the ability to apply marketing strategies and systems.
• Strong planning, organizational, problem solving and time management skills with the flexibility to adjust to changing priorities.
• Excellent verbal and written communication skills plus the ability to develop effective relationships and motivate producer behavior.

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)
$23.29 - $31.51 / 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

Location

This role offers in-office, hybrid (blending at least three office days in a typical workweek), and remote work arrangements (only if residing more than 30 miles from Des Moines, IA, or Charlotte, NC). You’ll work with your leader to figure out which option may align best based on several factors.

Work Authorization/Sponsorship

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.) For additional information around work authorization needs please use the following links: Nonimmigrant Workers and Green Card for Employment-Based Immigrants

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.

Experience Principal

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.

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
4/26/2024
Most Recently Posted Date
5/2/2024