Customer Experience Specialist 2 - Participant Contact Center

at  Principal Financial Group

Des Moines, IA 50392, USA -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate05 Feb, 2025USD 29 Hourly06 Nov, 20244 year(s) or aboveCustomer Service,Pto,Financial ServicesNoNo
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Description:

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.
  • Opportunity to secure your FINRA Series 6 license – We provide you the materials, time to study and cover the cost of the training program for this 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.
Learn more about what a Customer Experience Specialist role is all about from one of our current employees, Nahla A.
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!

Who You Are:

  • 4+ years of customer service experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education.
  • Demonstrates excellent verbal and written communication skills, including strong typing skills
  • Ability to adapt to frequent change, make independent decisions and take ownership to resolve issues
  • Strong proficiency with business unit products, processes and systems and MS Office and Internet browsers
  • Ability to handle multiple tasks in a fast-paced environment with attention to detail

SKILLS THAT WILL HELP YOU STAND OUT

  • Associates or bachelor’s degree
    Salary Range Information: Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salary Range: $18.39 - $29.50 / hour Time Off Program: Personal Time Off (PTO) is provided to hourly (non-exempt) employees and provides a set amount of accrued time earned each pay period. Employees can use their PTO for vacation, personal or short-term illness. Pension Eligible: Yes Additional Information:

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.

Responsibilities:

  • 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.
  • Opportunity to secure your FINRA Series 6 license – We provide you the materials, time to study and cover the cost of the training program for this licens


REQUIREMENT SUMMARY

Min:4.0Max:9.0 year(s)

Outsourcing/Offshoring

Sales / BD

Customer Service

Graduate

Proficient

1

Des Moines, IA 50392, USA