Associate Client Documents & Systems Analyst

Principal Financial Group • Des Moines, IA

5d • Hybrid

About The Position

The Associate Client Documents & Systems Analyst provides specialized expertise in onboarding new non-qualified plans and implementing changes to existing non-qualified plans. This includes the creation and revision of plan documents along with building the plan's provisions on Principal's recordkeeping platform. Supports the onboarding and updating implementation processes both tactically and strategically to ensure satisfaction of all stakeholders.
Partner with the Client Onboarding Manager, Client Service Manager, and other internal teams to create a smooth onboarding or updating experience while prioritizing and processing daily work demands through various tools to meet customer and team needs. Manage the process of creating and revising plan documents with the necessary language and attachments to achieve the desired plan setup. Ensure all contracts are established properly on all systems. Create accurate enrollment experiences through online setup and proper support materials.
Analyze and communicate the impact of selected provision on overall plan structure and administration. Recognize unusual situations, proactively do independent research and/or coordinate with internal partners to find solutions and communicate those findings to affected parties.
Identify and implement solutions for operational efficiencies within client onboarding services as well as develop and maintain documentation & procedures for the processes utilized. Make recommendations and assist with implementation with an objective of department efficiency, and ultimately, increased customer satisfaction.
Provide guidance to Client Onboarding Manager or Client Service Manager on specific client information or direction necessary to create or revise documents and plan provisions. Coordinate with Client Onboarding Manager or Client Service Manager on deliverables with special timing needs.
Promote team development through shared knowledge and information with team members in working to resolve unusual or challenging situations. Assist with the training and mentoring of other team members. Provide technical assistance for other roles or tasks and procedures.
Perform quality assurance and internal audits at various points in the process.
Maintain a comprehensive knowledge of our record-keeping system, plan contract, services and plan/service documents.
Other job related duties or special projects as needed.

Requirements

• Relevant professional experience in onboarding, insurance, financial services, or comparable functions, demonstrated through a combination of work experience, training, military experience, and/or education, totaling 6+ years.
• 1+ years of related non-qualified experience, preferably within Principal.
• Proficiency with MS Word, MS Excel, and Salesforce.
• Extensive knowledge and understanding of non-qualified plans, terminology, contract documents, manuals and procedures.
• Advanced business unity knowledge and technical skills of non-qualified products and regulations.
• Experience analyzing and communicating the impact of non-qualified plan provisions.
• Ability to recognize document interdependencies and system relationships.
• Strong oral and written communication skills.
• Ability to identify missing or conflicting information and communicate corrective action needs.
• Must be accurate, organized, able to meet deadlines and follow through on tasks.
• Ability to build and maintain good relationships within the organization.

Responsibilities

• Onboarding new non-qualified plans and implementing changes to existing non-qualified plans.
• Creation and revision of plan documents.
• Building the plan's provisions on Principal's recordkeeping platform.
• Supporting onboarding and updating implementation processes tactically and strategically.
• Partnering with internal teams to create a smooth onboarding or updating experience.
• Prioritizing and processing daily work demands through various tools.
• Managing the process of creating and revising plan documents with necessary language and attachments.
• Ensuring all contracts are established properly on all systems.
• Creating accurate enrollment experiences through online setup and proper support materials.
• Analyzing and communicating the impact of selected provisions on overall plan structure and administration.
• Recognizing unusual situations, proactively doing independent research and/or coordinating with internal partners to find solutions and communicating findings.
• Identifying and implementing solutions for operational efficiencies within client onboarding services.
• Developing and maintaining documentation & procedures for the processes utilized.
• Making recommendations and assisting with implementation for department efficiency and customer satisfaction.
• Providing guidance to Client Onboarding Manager or Client Service Manager on specific client information or direction necessary to create or revise documents and plan provisions.
• Coordinating with Client Onboarding Manager or Client Service Manager on deliverables with special timing needs.
• Promoting team development through shared knowledge and information with team members.
• Assisting with the training and mentoring of other team members.
• Providing technical assistance for other roles or tasks and procedures.
• Performing quality assurance and internal audits at various points in the process.
• Maintaining a comprehensive knowledge of the record-keeping system, plan contract, services and plan/service documents.
• Performing other job-related duties or special projects as needed.

Benefits

• Bonus program (for non-sales positions)
• Sales incentives (for sales positions)
• Personal Time Off (PTO) for hourly (non-exempt) employees
• Pension Eligible

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed