1-3 years of experience
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Employment Type:
Part time
Job Category:
Account Coordinator - Group Benefits (Addison, TX) -...
(This job is no longer available)
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Job Description

Job Area: Clerical/Administrative

Business Area: SBD Distribution

Location: TX - Dallas;TX - Addison

Career Category: Experienced Professional

Full/Part Time: Full-Time

Regular/Temporary: Regular

Date Posted: 2018-11-01


One of the key roles on our team is our Account Coordinator. This opportunity can be a rewarding career for professionals who enjoy working in a fast paced sales environment with other highly motivated team members.

Our Account Coordinators provide support for local sales representatives through contact with brokers and clients to improve group benefits (dental, disability, life, vision, critical illness insurance) product sales. There are a variety of areas in which our account coordinators make a positive impact to ensure our brokers and clients have a successful new business implementation. This includes (but not limited to) preparing and working with sold case submissions to ensure the highest quality information is received which in turn expedites processing and creates a great first impression of our team. To be successful in this role, it takes professionals who possess the right combination of excellent communications skills, good judgment, business acumen and sound analytical skills.


* Bachelor's degree or equivalent experience required.
* Prefer at least one year of related experience in group benefits services, marketing or sales.
* Must obtain Life & Health licenses within 3 months and apply for required non-resident licenses (active Life & Health license preferred).
* Must maintain licenses by meeting continuing education requirements.
* Requires broad understanding of insurance operations, products, and concepts with the ability to apply marketing strategies and systems.
* Requires strong planning, organizational, problem solving and time management skills with the flexibility to adjust to changing priorities.
* Requires effective verbal and written communication skills plus the ability to develop effective relationships and motivate producer behavior.
* Must be self-directed and be able to accomplish work with limited supervision and general work direction.
* Occasional overtime may be required.
* Some travel may be required including overnight stays for trainings (5%).


This position will be based in our Addison, TX field sales office.

Interview Details

What's next? Innovation at its finest.

We'll review your application and if you're selected for an interview, you'll receive an invite for a Video interview. Haven't done that before, don't worry. We've got all the tips and tricks available to help you be successful. With a Video Interview, you can add your own flair and personality - at your pace.

Be sure to check your email frequently. We'll communicate our decisions through the email address used on your online profile. If you receive an email from Principal Talent Team, you've been selected to begin your video interview and have a set time to submit once you log in.

Additional Information

Benefits designed with you in mind.

Because each employee is unique, our benefit packages give you lots of choices. We offer comprehensive benefits that helps contribute to the healthy, fulfilling life and gratifying work experience you deserve, at an affordable cost. Click here to see just a few benefits you'll receive once you join our team.

Not an exact match for this role?

We've got a lot of opportunities, so check out some of the others. And creating an email alert on our career site will help you keep you connected and informed of opportunities you're interested in with a just a few clicks!

Work Authorization/Sponsorship

At this time, we're not able to consider candidates who would need sponsorship now or in the future or those needing work authorization for this role. However, we'd hope you continue to keep us in mind for other potential opportunities in the future.

Principal is an Affirmative Action and Equal Opportunity Employer.

All qualified applicants will receive consideration for employment without regard to of age, race, color, religion, sex, gender identity, gender expression, pregnancy, national origin, citizenship status, disability, genetic characteristics, sexual orientation, marital status, domestic partner status, military status, protected veteran status, disability status or any other characteristic protected by law.

Investment Code of Ethics

For positions with Principal Global Investors, you will be required to comply with a Code of Ethics which covers a number of obligations related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.

About Principal Financial Group

Principal Financial Group, Inc. (PFG) is a provider of retirement savings, investment and insurance products and services. The Company's United States and international operations is engaged on the asset accumulation and asset management. In addition, the Company is also engaged in providing a range of individual and group life insurance, group health insurance, individual and group disability insurance and group dental and vision insurance. The Company operates in four business segments: U.S. Asset Accumulation, Global Asset Management, International Asset Management and Accumulation, and Life and Health Insurance. (Source: 10-K)