• Analysis and screening of bid specifications
• Consultation with sales and account management on underwriting guidelines
• Proactive communication and follow up with brokers and internal partners
• Data entry into our proprietary rating engine

• Bachelor's degree or equivalent, plus 2+ years of experience required
• Must obtain Life & Health licenses within 3 months and apply for required non-resident licenses
• Must maintain licenses by meeting continuing education requirements
• Requires ability to understand and maintain knowledge 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
• Must have good oral and written communication skills plus the ability to develop effective relationships and motivate producer behavior
• Must have excellent computer and keyboarding skills
• Must have excellent level Excel skills as well as MicroSoft Office knowledge
• Salesforce experience a plus
• Must work well under pressure and be self-directed
• Some travel may be required including overnight stays (5%)

Job Level

We are open to hiring at a higher level based on qualifications, experience, and skillset.

Location

This role is based in the Tampa area group benefits field sales office and has a hybrid work model of flexibility to work from home and the office.

Work Authorization/Sponsorship

At this time, we're not considering candidates that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States? This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.

https://www.uscis.gov/working-in-the-united-states/temporary-nonimmigrant-workers and https://www.uscis.gov/green-card/green-card-eligibility/green-card-for-employment-based-immigrants

Investment Code of Ethics

For Principal Global Investors positions, you’ll need to follow an Investment Code of Ethics 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.

Experience Principal

While our expertise spans the globe, we're bound by one common purpose: to foster a world where financial security is accessible to all. And our success depends on the unique experiences, backgrounds, and talents of our employees – individually and all of us together. Explore our core values, benefits and why we’re an exceptional place to grow your career.

Principal is an Equal Opportunity Employer

LinkedIn Hashtag