Process Specialist - DC

Responsibilities:

Role Description:

Verify, create, modify and update clients form 5500 filing and provide support to Auditors file their Audits with IRS and DOL. Employee should also be able to handle and help clients / individual customers within defined SLA

Reporting relationship:

This position will report to Associate Manager- Operations

Key Responsibilities:

• Should have experience on Compliance, Form 5500 Filing and audits.
• Should have good written and verbal communication
• Analyze details to determine appropriate action needed in term of processing the transactions.
• Consult available resources including technical documentation, updates, computer system application features, coworkers and Mentors to perform daily task. Make suggestions for improvement in procedures/processes
• Efficiently and effectively process work to meet or exceed production expectations
• Perform assigned work accurately to meet or exceed quality expectations that results in increased client satisfaction and profitability for PFG
• Improve personal effectiveness that positively impacts work, environment and enhancement of skills
• Develop partnerships among peers and those supported to increase ownership of work and sustain an efficient process
• Compliance to PGS policies and Flexibility as per business needs
• Perform other job related duties, other processes within the BU or special projects as required or as assigned by superior

Qualifications:

Education:GraduateBachelors degree (any stream)

Other:Good knowledge of Insurance Domain and Industry. Insurance and Financial Institution experience preferred

Additional Information:

Competencies:

• Make sound business decision
• Embrace Change
• Logical and critical thinking
• Build strong Partnership
• Get results
• Act Strategically
• Lead Cultivate Talent