B&P Plan Specialist

Provides support for individual life/disability insurance funded plans throughout presale and ongoing management on a designated block of business. Prepares plan review materials, assists internal collaborators with product and plan development knowledge, and reviews service transactions for compliance with contractual terms and concepts. Conducts research on moderately complex issues and raises higher risk items as needed. Maintains accurate plan records and contributes to efficient case management, documentation quality, and consistent customer experience. Collaborates with senior staff on more comprehensive plan reviews, calculations, and related tasks. Serves as a resource for internal teams on product mechanics, riders, plan structure, and general service considerations. Provides mentorship on routine and moderately complex questions; raises issues requiring specialized expertise. Participates in select external customer discussions when needed. Prepares standard plan review materials, including build summaries, alignment checks, and policy performance updates. Provides required routine reporting (e.g., Economic Benefit Reporting, Summary Annual Reports). Produces standard in‑force illustrations and supports pre-sale and post-sale consultation activities. Reviews service transactions to ensure they align with plan structure and parameters. Identifies discrepancies and brings up higher risk or unclear cases according to protocols. Researches contract language, tax references, or regulatory requirements for moderately complex questions with support from senior staff. Completes Business Valuation Increase Rider and Salary Increase Rider procedures. Maintains accurate and up-to-date plan records using approved systems. Prepares documentation, memos, and summaries supporting plan and policy oversight. Tracks asset distributions and confirm accurate recordkeeping. Participates in training and knowledge-sharing activities. Supports system improvements, product initiatives, or audits as a functional representative. Contributes to special projects under the direction of senior staff or leadership. Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years!

4+ years of experience in individual insurance, executive benefits, case management or client services or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education. Solid working knowledge of individual insurance products, riders, and plan design concepts. Familiarity with planning concepts (Key Person, Bonus, Split Dollar, Deferred Compensation). Ability to research and interpret issues using established guidelines and resources. Strong organization, documentation, and recordkeeping skills. Demonstrated ability to manage multiple cases with accuracy and attention to detail.

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.

(Non-Exempt expressed as hourly; Exempt expressed as yearly) $69300 - $126000 / year Salary Details These are examples of salaries across different geographic locations, please note these are just examples but we are hiring Nation-wide. Dubuque, IA / Wichita, KS / Grand Island, NE - $69,300 -