Process Specialist

About the Company

Principal Global Services is part of Principal Financial Group, a long-standing financial services organization serving individuals, businesses, and institutional clients with retirement and investment solutions, along with life and health insurance products. The company has a history of more than 125 years and emphasizes the role its people play in delivering strong client outcomes. This role is based at the company’s captive operation facility in Magarpatta City, Pune.

Role Overview

The Process Specialist - US Insurance position focuses on accurate and timely transaction processing, customer satisfaction, and day-to-day operational support within the finance and insurance domain. The role requires attention to detail, the ability to work independently, and a consistent commitment to process quality and business standards.

Key Responsibilities

• Examine, interpret, and complete transactions in line with documented business procedures.
• Deliver high-quality service by working carefully, accurately, and within required timelines.
• Handle questions and requests from internal teams and outside stakeholders in a prompt manner.
• Carry out regular work with minimal supervision.
• Keep improving job knowledge by using available learning resources and applying that learning to the role.
• Accept and complete new or varied tasks assigned by the reporting manager.
• Build constructive working relationships with colleagues, mentors, support teams, and leaders.
• Follow Principal Global Services policies closely and remain adaptable to changing business requirements.

Requirements

• A bachelor’s degree or an equivalent qualification, with 15 years of formal education from a recognized and accredited university.
• 1 to 3 years of experience in transaction processing, preferably in the insurance or financial services domain.
• Typing speed of 30-35 words per minute and 30-35 numbers per minute, with 98% accuracy.
• Strong working knowledge of MS Office.
• Very good written and spoken communication skills.
• Ability to manage routine responsibilities independently with limited oversight.
• Self-driven mindset with the ability to collaborate effectively in a team.
• Capability to handle multiple priorities and adjust to changing demands.
• Willingness to adapt to change and support others during transition.
• Ability to identify ethical concerns and make sound business judgments.
• Availability to work the general shift from 10:30 am to 7:30 pm, with flexibility for rotational shifts from 1:30 pm to 10:30 pm.

Additional Information

Principal values inclusive hiring and equal opportunity. Candidates are considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. The organization also highlights competitive benefits aimed at supporting physical, financial, and social well-being. Employees are encouraged to grow professionally while contributing to a mission focused on world-class service standards.

Work Environment

This is a full-time onsite role in Pune, India, at the company’s state-of-the-art facility in Magarpatta City.