New Business Case Coordinator

As a New Business Case Coordinator supporting Disability Insurance products, you'll manage new business applications from initial receipt through case closure. In this role, you'll serve as a key point of coordination between financial professionals, underwriting, and internal business partners to help ensure a smooth, accurate, and timely new business experience.

• Facilitate the processing of new business cases for a variety of distribution channels. This includes reviewing the application package for completeness and accuracy. It also involves ordering medical underwriting requirements and proactively following up on all needs to complete the new business case, among other tasks.
• Track cases through its life cycle to ensure stated service standards are met. Provide regular updates to all key stakeholders. Provide support for financial professionals, including updating outstanding requirements, assisting with obtaining forms, and answering questions.
• Establish effective working relationships by responding to financial professionals inquiries; provide information on products, services, and status of outstanding issues. Gather and record detailed information from financial professionals in order to resolve requests and concerns. Utilize opportunities to educate field staff and financial professionals on new business processes.
• Serve as a subject matter expert regarding new business processing for different distribution channels to help facilitate development of training materials and documentation. Recommend to management ways to improve team and work efficiency.
• Research and implement state and federal regulations/compliance issues and their impacts on business processes.
• Perform other job-related duties and special projects as the need arises.

Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years!

• Bachelor's degree or equivalent work related experience required
• Must develop a broad understanding of insurance operations, products and concepts
• Must have strong computer skills, aptitude, and proficiency at keyboarding
• Must exhibit quick judgment, excellent organizational skills, and accurate and precise written and verbal communication
• Must exhibit positive relationship building with internal and external customers and be able to respond to a difficult situation that requires tact and diplomacy
• Must exhibit good decision-making when working on complex casework and making exceptions during new business processing
• Must exhibit the ability to prioritize work, maintaining service standards in the face of peak times and heavy workloads, and frequent interruptions
• Able to multi-task in a fast paced changing environment with high accuracy and within established turnaround times
• Must be an effective team player and a positive influence within the organization
• Must develop solid product knowledge across all lines
• Must work professionally and respectfully with demanding and diverse distribution channels
• Participation in industry continuing education is strongly recommended

The following locations are examples of market-specific salary ranges across different geographies. 

• Wichita, KS: $18.17 - $22.23 / hr
• Des Moines, IA: $19.18 - $23.58 / hr
• Charlotte, NC: $20.19 - $24.92/ hr
• Chicago/Minneapolis: $22.21 - $27.62 / hr
• Los Angeles/New York City: $24.23 hr - $29.31 / hr

Work Environments

Work Authorization/Sponsorship

At this time, we're not considering applicants 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.

Nonimmigrant Workers and Green Card for Employment-Based Immigrants

Investment Code of Ethics

For Principal Asset Management 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

At Principal, we value connecting on both a personal and professional level. Together, we’re imagining a more purpose-led future for financial services – and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site to learn more about our purpose, values and benefits.

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.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

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