Process Specialist - DC

Responsibilities

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 tricky 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 as per business need
  

Qualifications

Additional Information

• Minimum of 2-4 years’ experience in back office. Insurance, Underwriting and Financial Institution experience preferred.
• Good comprehension, written and verbal communication skills
• Strong Analytical skills
• Ability to work in night shift only
• Proficient in MS office with Advanced Excel skills