Account Coordinator

Responsibilities:

• Ensure accurate and timely implementation of new business and cross purchases for regional sales office through contact with brokers and as a result improve group benefit sales.

• Using an analytical approach, review and interpret information needed for new and cross purchase case submissions. Review all information for accuracy and ensure information is complete and appropriate for intended actions. Interpret information and make recommendation to broker for case structure and servicing. Interpret results. Process and submit documentation to home office according to established product and underwriting guidelines and Department of Insurance regulations.
• Be responsible for communication to broker and group by providing expertise in products, concepts, proposal systems, or processing issues as well as relationship management. Present and communicate recommendations to sales rep and broker on complex issues or conflicting information. Participate in client interactions as needed or required. Lead implementation calls. Coordinate electronic enrollment as needed, and communicate with broker throughout enrollment process. Monitor the pipeline (quoting and sold case) of assigned brokers to assist with effectively moving business through the sales process.
• Partner with sales reps, account executives and internal sales specialist to develop and manage broker relationships. Train broker staff on implementation and new case submissions in person, by phone, and in writing as needed.
• Produce documents and reports using applicable computer applications including reversion proposal and discounting adjustments. Update SharePoint with sold case opportunity details and partner with Sales Representatives with broker follow up. Compose and distribute correspondence to clients, sales rep/brokers, underwriting and other home office contacts as necessary to enhance the flow of business.
• Perform other job related duties and special projects as required.]

Qualifications:

• Bachelor's degree or equivalent experience required
• Prefer 1-3 years of related experience in group benefits services, marketing or sales
• Must obtain Life & Health licenses within 3 months and apply for required non-resident licenses
• Must maintain licenses by meeting continuing education requirements
• 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 motivate producer behavior
• Must be self directed 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%)

Additional Information:

Work Authorization/Sponsorship

At this time, we're not considering candidates 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.

https://www.uscis.gov/working-in-the-united-states/temporary-nonimmigrant-workers and https://www.uscis.gov/green-card/green-card-eligibility/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.