JobsFinance & Accounting

Exciting Opportunity: Join Principal Global Services as Process Specialist – DC in Pune, Maharashtra, India with Over 1 Year of Experience!

About Principal Global Services  :

Principal Global Services is a renowned company known for its exceptional services in various domains. PGS offers a wide range of solutions in sectors such as finance, insurance, and customer support, providing clients with top-tier business support. With a reputation for excellence and a global presence, Principal Global Services continues to be a trusted partner for businesses seeking high-quality outsourcing services.

Job Overview :

Job Opportunity: Process Specialist – DC

Location: Pune, Maharashtra, India

Experience :  1-2 year

Description :

Join PGS in a dynamic role as a Process Specialist in Pune, contributing to a collaborative and innovative work environment. Apply today to be part of a team that values excellence, communication, and client satisfaction.

Responsibilities:

  • Prioritize and process daily work to achieve customer service goals.
  • Communicate in writing with customers, addressing complex record-keeping issues, special timing requests, and routine employee data.
  • Implement problem-solving techniques to ensure efficient processing of all contracts.
  • Follow internal procedures for proper documentation of 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, contracts, and pension documents, along with 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 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, resulting 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 with PGS policies and flexibility as per business needs.

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Qualifications:

  • Graduate/Bachelor’s degree (any stream).
  • Skill Set: Working knowledge of 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 skills.
  • Strong customer service skills.

How to apply : 

To apply for this job simply click on the “Apply Now” below.

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