What You’ll Do
Principal is hiring for a Concierge Associate in our Business Owner Ecosystem department! This role is responsible for supporting the business owners using the ecosystem by understanding their needs and aligning them with the best resources. The Small and Midsize Business (SMB) owner ecosystem brings together strategic partners, both independent and Principal advisors, internal partners and business owners.
Daily tasks include:
- Supporting incoming questions with business owners and partners through our various modes of communication including phone, email, and chat.
- Uses knowledge of both Principal’s product and solution suite as well as ecosystem strategic partners solutions to navigate and advise internal and external partners.
- Build and maintain partnerships to identify solutions to opportunities and deliver revenue growth.
- Respond promptly and accurately to inquiries providing expertise on products, concepts, illustrations, systems or service issues.
Who You Are
- 6+ years of customer service experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
- Prior experience working with small to medium size businesses/business owners
- Dedicated desire to work and think as a business owner partner, including ability to use diverse resources available
- Ability to build and maintain relationships with customers
- Excellent written and verbal communication and ability to establish trust and rapport easily across all channels of communication
- Ability to uncover business owner needs via research, active listening and review of ecosystem outputs
- Resourceful and can expertly navigate situations to get the appropriate people engaged from across the organization (e.g., troubleshoot ecosystem issues)
- Works well with ambiguity, demonstrating strong ability to adapt to change and strong situational awareness
- Basic knowledge of plan and contract documents, manuals, procedures, and company products and services
- Strong understanding of Microsoft Office Suite
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
$30.65 – $58.27 / hour
Additional Information
Job level
We’ll consider talent at the next level with the right experiences and skills.
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.
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
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.
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