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Hybrid Client Service Specialist bei Principal Global Services

Principal Global Services · Pune, Indien · Hybrid

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Responsibilities:

Key Responsibilities:

  • Prioritize and process daily work to meet customer service goals.
  • Communicate in writing with customers regarding complex record keeping issues, special timing requests, and routine employee data.
  • Implement problem solving techniques to ensure efficient processing on all contracts.
  • Follow internal procedures to properly document work on contracts.
  • Inform Client Service Associate/Consultant of customer concerns or potential problems.
  • Validate accuracy of plan and contract records as needed.
  • Maintain a comprehensive knowledge of our record keeping system.
  • Develop a working knowledge of plans, contract, and Pension documents and the concepts of Total Retirement Suite.
  • Perform other job-related duties and special projects as required.
  • Promote team development through shared knowledge and information with team members in working to resolve unusual or difficult situations.
  • Adherence to Compliance, Information security, Internal and External statutory and regulatory requirements.
  • Perform assigned work accurately to meet or exceed quality expectations that results in increased client satisfaction and profitability for PFG
  • Develop partnerships among peers and those supported to increase ownership of work and sustain an efficient process
  • Compliance to PGS policies and Flexibility s per business needs
Qualifications:

Education: Graduate Bachelors degree (any stream)

 

Skill Set:

  • Working knowlege on MS Office tools specifically MS Excel .
  • Minimum of 1-2 years� experience in back office. Insurance and Financial Institution experience preferred
  • Excellent written and verbal communication skills , Analytical skills, Willingness to work in shifts
  • Multitasking and effective decision making . Strong Customer service skills
Additional Information:

Good knowledge of Finance Domain and Industry

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