B&P Customer Specialist 2

What You'll Do

The B&P Customer Specialist 2 supports end-to-end enrollment and reconciliation processes, including the setup and ongoing management of EDI and other enrollment file feeds. This role investigates and resolves file and data discrepancies, identifies root causes, and partners with internal and external stakeholders to ensure accurate and efficient group and member enrollment.

What you'll do

Manage enrollment file feeds, including EDI and other data exchange files, supporting enrollments, changes, and terminations. Investigate file feed errors and enrollment discrepancies, identify root causes, and recommend solutions to prevent recurring issues. Audit enrollment data and files to ensure accuracy, data integrity, and successful reconciliation.

Respond to a high volume of complex EDI enrollment questions and issues while meeting established service expectations. Support EDI setup, testing, education, and auditing for internal and external stakeholders. Partner with external clients and business partners to troubleshoot issues and support successful enrollment processes.

Collaborate with internal teams to resolve EDI enrollment and reconciliation concerns. Identify trends, knowledge gaps, and opportunities to improve processes and stakeholder experiences. Lead or support projects focused on operational efficiencies and process improvements.

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. 2+ years of EDI support experience. 2+ years of experience in an operations, analytical, or similar role. Experience working with CSV and 834 file formats.

Health insurance EDI experience. Experience with data reconciliation, auditing, and data entry. Previous experience working directly with external clients or business partners. Strong analytical, troubleshooting, and problem-solving skills. Excellent attention to detail and organizational skills. Ability to manage multiple complex priorities in a fast-paced environment.

Strong written and verbal communication skills. Ability to work effectively both independently and collaboratively within a team. 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 (Non-Exempt expressed as hourly; Exempt expressed as yearly) $20.34 - $36.35 / hour Salary Details The following locations are examples of market-specific salary ranges across different geographies.

Wichita, KS: $20.34 - $27.26 / hour Des Moines, IA: $21.47 - $28.77 / hour Charlotte, NC: $22.60 - $30.29 / hour Chicago/Minneapolis: $24.86 - $33.32 / hour Los Angeles/New York City: $27.12 - $36.35 / 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 Work Environment This role offers in-office, hybrid (blending at least three office days in a typical workweek), and remote work arrangements. You’ll work with your leader to figure out which option may align best based on several factors.

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.) Nonimmigrant Workers and 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 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. 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.

Posting Window We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date.

Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline. Original Posting Date 10/15/2026 Most Recently Posted Date 10/15/2026 Principal uses artificial intelligence tools to assist in reviewing and evaluating job applications, fraud prevention, and candidate matching and comparisons.

These AI tools support our human recruiters in the initial review process but do not make final hiring decisions without human involvement. By submitting your application, you acknowledge this use of AI in our recruitment process. Please review our Workforce (U.S.) Privacy Notice for more details on our practices and your data privacy rights.

LinkedIn Remote Hashtag #LI-Remote The B&P Customer Specialist 2 supports end-to-end enrollment and reconciliation processes, including the setup and ongoing management of EDI and other enrollment file feeds. This role investigates and resolves file and data discrepancies, identifies root causes, and partners with internal and external stakeholders to ensure accurate and efficient group and member enrollment.

What you'll do

Manage enrollment file feeds, including EDI and other data exchange files, supporting enrollments, changes, and terminations. Investigate file feed errors and enrollment discrepancies, identify root causes, and recommend solutions to prevent recurring issues. Audit enrollment data and files to ensure accuracy, data integrity, and successful reconciliation.

Respond to a high volume of complex EDI enrollment questions and issues while meeting established service expectations. Support EDI setup, testing, education, and auditing for internal and external stakeholders. Partner with external clients and business partners to troubleshoot issues and support successful enrollment processes.

Collaborate with internal teams to resolve EDI enrollment and reconciliation concerns. Identify trends, knowledge gaps, and opportunities to improve processes and stakeholder experiences. Lead or support projects focused on operational efficiencies and process improvements. 4+ years of customer service experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education.

2+ years of EDI support experience. 2+ years of experience in an operations, analytical, or similar role. Experience working with CSV and 834 file formats. Health insurance EDI experience. Experience with data reconciliation, auditing, and data entry. Previous experience working directly with external clients or business partners.

Strong analytical, troubleshooting, and problem-solving skills. Excellent attention to detail and organizational skills. Ability to manage multiple complex priorities in a fast-paced environment. Strong written and verbal communication skills. Ability to work effectively both independently and collaboratively within a team.