Account Coordinator - Group Benefits (Wayne, PA) - #223019

Principal Financial Group Wayne , PA 19080

Posted 1 week ago

Job Area: Customer Service

Business Area: SBD Distribution

Location: PA - Wayne

Career Category: Recent College Graduate,Experienced Professional

Full/Part Time: Full-Time

Regular/Temporary: Regular

Date Posted: 2019-06-14

What you'll do

One of the key roles on our team is our Account Coordinator. This opportunity can be a rewarding career for professionals who enjoy working in a fast-paced sales environment with other highly motivated team members.

Our Account Coordinators provide support for local sales representatives through contact with brokers and clients to improve group benefits (dental, disability, life, vision, critical illness insurance) product sales. There are a variety of areas in which our account coordinators make a positive impact to ensure our brokers and clients have a successful new business implementation.

This includes (but not limited to) preparing and working with sold case submissions to ensure the highest quality information is received which in turn expedites processing and creates a great first impression of our team. To be successful in this role, it takes professionals who possess the right combination of excellent communications skills, good judgment, business acumen and sound analytical skills.

What you'll get from us

  • Competitive pay, benefits, perks and more. We'll reward you for the skills and experience you bring to the table. Find out more.

  • Respect for your unique perspective. Diversity, inclusion and empowerment are at the core of our culture.

  • A career, not just a job. Principal is a place where you can learn and innovate. Do important work. Make an impact. And achieve your professional goals.

  • The ability to have a great job and a great life. Sure, work is important. But so is your family. And your friends. And your community. That's why we provide the flexibility you need to find the right balance between your job and the rest of your life.

Qualifications

  • Bachelor's degree or equivalent experience required.

  • Prefer at least one year of related experience in group benefits services, financial services, marketing or sales.

  • Must obtain Life & Health licenses within 3 months and apply for required non-resident licenses (active Life & Health license preferred).

  • Must maintain licenses by meeting continuing education requirements.

  • 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 for trainings (5%).

Location

This role will be based in our Wayne, PA office.

How we hire

Once you apply, your application is hand reviewed by our talent team. Generally within a few weeks, the team makes interview selection decisions and communicates those via email. If selected, you'll receive an email from Principal Talent Team to complete a pre-recorded interview on your own time. Be sure to check your email frequently and follow the steps shared to submit timely.

Learn more about our hiring steps and find answers to frequently asked questions.

Additional Information

Work Authorization/Sponsorship

At this time, we're not able to consider candidates who would need sponsorship now or in the future or those needing work authorization for this role. (This includes students on F1-OPT, F1-CPT, J-1, etc.) However, we'd hope you continue to keep us in mind for other potential opportunities in the future.

Principal is an Affirmative Action and Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to of age, race, color, religion, sex, gender identity, gender expression, pregnancy, national origin, citizenship status, disability, genetic characteristics, sexual orientation, marital status, domestic partner status, military status, protected veteran status, disability status or any other characteristic protected by law.


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