Principal Financial Group

Associate - Customer Care

Principal Financial Group

Taguig City, Metro Manila, PhilippinesPosted Aug 4, 2026

Job description

Responsibilities

Provide phone support by answering inquiries, sharing status updates, creating cases, and connecting callers with the appropriate team when needed. Deliver accurate information and excellent customer service while helping resolve concerns quickly and efficiently.

Qualifications

Previous experience in the insurance industry is highly preferred, particularly in claims processing, policy administration, or customer service. Familiarity with insurance terminology, processes, and regulatory requirements is an advantage. Technical Skills: Experience using CMS tools (Case Management Systems/Content Management Systems) and other operational platforms.

Proficient in navigating multiple systems and applications simultaneously. Working knowledge of Microsoft Office applications, especially Excel, Outlook, and Teams. Core Competencies: Strong attention to detail and accuracy in handling customer information and transactions. Excellent analytical and problem-solving skills.

Effective verbal and written communication skills. Ability to work in a fast-paced, performance-driven environment. Strong organizational and time management skills.

Education and Experience

Bachelor's degree preferred but not required. At least 1–2 years of relevant customer service, operations, or insurance-related experience preferred. Additional Information Additional Requirements: Ability to follow established procedures and compliance guidelines. Willingness to learn new systems, processes, and insurance products.

Demonstrated ability to work independently and as part of a team. Provide phone support by answering inquiries, sharing status updates, creating cases, and connecting callers with the appropriate team when needed. Deliver accurate information and excellent customer service while helping resolve concerns quickly and efficiently.

Preferred Qualifications

Previous experience in the insurance industry is highly preferred, particularly in claims processing, policy administration, or customer service. Familiarity with insurance terminology, processes, and regulatory requirements is an advantage. Technical Skills: Experience using CMS tools (Case Management Systems/Content Management Systems) and other operational platforms.

Proficient in navigating multiple systems and applications simultaneously. Working knowledge of Microsoft Office applications, especially Excel, Outlook, and Teams. Core Competencies: Strong attention to detail and accuracy in handling customer information and transactions. Excellent analytical and problem-solving skills.

Effective verbal and written communication skills. Ability to work in a fast-paced, performance-driven environment. Strong organizational and time management skills.

Education and Experience

Bachelor's degree preferred but not required. At least 1–2 years of relevant customer service, operations, or insurance-related experience preferred.