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Account Coordinator - Group Benefits (Minnetonka, MN)

Company: Principal Financial Group
Location: Minnetonka
Posted on: May 3, 2021

Job Description:


As Account Coordinator, you'll 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 you'll make a positive impact to ensure our customers have a successful new business implementation. This includes preparing and working with sold case submissions to ensure the highest quality information is received which in turn expedites processing and builds an excellent first impression of our team. To be successful in this role, it takes a professional who possess the right combination of excellent communications skills, good judgment, business sense, and sound analytical skills.


  • Bachelor's degree or equivalent experience required.
  • Experience in group benefits services, financial services, marketing or sales, preferred.
  • Must obtain Life & Health licenses within 3 months (active license preferred). Must maintain licenses by meeting continuing education requirements.
  • Requires strong planning, organizational, problem solving and time management skills with the flexibility to adjust to changing priorities.
  • Requires effective verbal and written communication and relationship building skills.
  • Must be proactive and be able to accomplish work with limited supervision and general work direction.
  • Occasional overtime may be required.
  • Minimal travel including overnight stays for trainings (5%).

Additional Information


This position will be based in our Minneapolis area field sales office.

Work Authorization/Sponsorship

At this time, we're not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role. (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.)

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

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Keywords: Principal Financial Group, Minnetonka , Account Coordinator - Group Benefits (Minnetonka, MN), Other , Minnetonka, Minnesota

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