3 billing specialist jobs found

What You'll Do: We are hiring for a Senior Associate, RFP who is responsible for leading the submission, peer review, and ongoing enhancement of Requests for Proposal (RFPs), Requests for Information (RFIs), Due Diligence Questionnaires (DDQs), 15(c)s, and consultant database content to support Principal Asset Management’s institutional and intermediary growth and retention objectives.   As a senior individual contributor and subject matter expert within the RFP function, this role partners closely with investment teams, distribution, product, compliance, operations, legal, and data specialists to deliver responses that are accurate, compelling, timely, and aligned with firm-wide messaging. The role maintains a particular focus on private markets investment capabilities—including private real estate equity and debt, private credit, and infrastructure equity and debt—requiring close collaboration with private markets investment teams and supporting partners.   In addition,...

What You'll Do: As a Sales Support Specialist at Principal, you will play a crucial role in supporting our sales team, becoming a product knowledge and sales expert along the way. This role offers an exciting opportunity for growth and advancement within the annuities distribution sector.   Here are a few examples of the kinds of things you’ll do: Promote variable annuity products through inbound phone contact with financial advisors to provide marketing and presale support. Engage with case building by keeping up-to-date on retirement-related topics to contribute value. Maintain close working relationship with top representatives in an effort to increase sales. Understand how our investments fit into an overall, well diversified portfolio of assets by staying current on economic and financial issues that affect our business. Support sales efforts by assisting with case design, sales ideas, hypothetical product illustrations, and application materials....

What You'll Do: We’re looking for a Customer Experience Specialist 2 to join our Participant Contact Center (PCC)! In this role, you’ll educate and assist 401K participants by answering inbound phone inquiries about their retirement accounts and help them take action to prepare for retirement. Correspond with customers via inbound and outbound phone calls or additional channels and provide quality customer service. Handle complex product calls, emails or chats and resolves situations real-time while building foundational financial knowledge. Potential opportunity to secure your FINRA Series 6 license. This role will offer you the opportunity to work closely with Principal’s customers, solving problems, resolving issues, and helping to build their financial confidence.   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,...