Customer Experience Specialist

Job Summary

A company is looking for a Customer Experience Specialist 1 in Individual Life.

Key Responsibilities

• Respond promptly and accurately to customer inquiries regarding policy changes and contractual options
• Serve as a contact for advisors and their staff for post-sale service on existing policies
• Utilize online procedure manuals and system applications to resolve customer inquiries and promote understanding of products and services

Required Qualifications

• High school graduate or equivalent with 2+ years related work experience required
• Associates degree or equivalent work experience preferred
• Strong digital literacy and ability to navigate multiple systems
• Able to prioritize work and maintain service standards in a fast-paced environment
• Must become an associated person of Principal Securities Inc., requiring fingerprinting and a full background check