New Business Case Coordinator

What You'll Do As a New Business Case Coordinator, you'll manage new business applications from initial receipt through case closure. In this role, you'll serve as a key point of coordination between financial professionals, underwriting, and internal business partners to help ensure a smooth, accurate, and timely new business experience. Facilitate the processing of new business cases from initial receipt to final action for a variety of distribution channels.

This includes but is not limited to, reviewing the application package for completeness and accuracy, ordering medical underwriting requirements and proactive follow up on all requirements to complete the new business case. Track cases through its life cycle to ensure stated service standards are met. Provide regular updates to all key stakeholders. Provide support for producers, including revising illustrations, assistance in obtaining forms and answering questions. Establish effective working relationships.

Respond to producer inquiries; provide information on products, service, and status of outstanding issues. Gather and record detailed information from producers in order to resolve requests and concerns. Utilize opportunities to educate field staff and producers on new business processes. Serve as a subject matter expert regarding new business processing for different distribution channels to help facilitate development of training materials and documentation. Recommend to management ways to enhance team and work effectiveness.

Research and implement state and federal regulations/compliance issues and their impacts on business processes. Perform other job-related duties and special projects as required. If dealing with variable life products, must become an associated person of Principal Securities, Inc., which requires fingerprinting, and a full background check.

Who You Are Bachelor's degree or equivalent work related experience required Must develop a broad understanding of insurance operations, products and concepts If dealing with Individual Life products, must develop a basic understanding of business, estate planning and personal case concepts Must have strong computer skills, aptitude, and proficiency at keyboarding Must exhibit quick judgment, excellent organizational skills, and accurate and precise written and verbal communication Must exhibit strong relationship building with

internal and external customers and be able to respond to a difficult situation that requires tact and diplomacy Must exhibit good decision-making when working on complex casework and making exceptions during new business processing Must exhibit the ability to prioritize work, maintaining service standards in the face of peak times and heavy workloads, and frequent interruptions Able to multi-task in a fast paced changing environment with high accuracy and within established turnaround times Must be an effective team player and a

positive influence within the organization Must develop solid product knowledge across all lines Must work professionally and diplomatically with very demanding and diverse distribution channels If dealing with variable life products, must become an associated person of Principal Securities, Inc 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) $18.17 - $32.31 / hour Salary Details The following locations are examples of market-specific salary ranges across different geographies. Dubuque, IA / Wichita, KS / Grand Island, NE: $18.17 - $24.23 / hr Des Moines, IA / Louisville, KY / Green Bay, WI: $19.18 - $25.58 / hr St. Louis, MO / Pittsburgh, PA / Charlotte, NC: $20.19 - $26.92 / hr Denver, CO / Houston, TX / Chicago, IL / Minneapolis-St.

Paul, MN: $22.21 - $29.62 / hr Seattle, WA / Los Angeles, CA / New York City, NY: $24.23 - $32.31 / hr Pension Eligible Yes Location(s) This role offers hybrid (blending at least three office days in a typical workweek), and remote work arrangements (only if residing more than 30 miles from Des Moines, IA and Charlotte, NC). 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 applicants 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 Asset Management 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.

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 11/5/2026 Most Recently Posted Date 11/5/2026 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.

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Responsibilities

• As a New Business Case Coordinator, you'll manage new business applications from initial receipt through case closure. In this role, you'll serve as a key point of coordination between financial professionals, underwriting, and internal business partners to help ensure a smooth, accurate, and timely new business experience. Facilitate the processing of new business cases from initial receipt to final action for a variety of distribution channels. This includes but is not limited to, reviewing the application package for completeness and accuracy, ordering medical underwriting requirements and proactive follow up on all requirements to complete the new business case. Track cases through its life cycle to ensure stated service standards are met. Provide regular updates to all key stakeholders. Provide support for producers, including revising illustrations, assistance in obtaining forms and answering questions. Establish effective working relationships. Respond to producer inquiries; provide information on products, service, and status of outstanding issues. Gather and record detailed information from producers in order to resolve requests and concerns. Utilize opportunities to educate field staff and producers on new business processes. Serve as a subject matter expert regarding new business processing for different distribution channels to help facilitate development of training materials and documentation. Recommend to management ways to enhance team and work effectiveness. Research and implement state and federal regulations/compliance issues and their impacts on business processes. Perform other job-related duties and special projects as required. If dealing with variable life products, must become an associated person of Principal Securities, Inc., which requires fingerprinting, and a full background check.

Qualifications

• Bachelor's degree or equivalent work related experience required Must develop a broad understanding of insurance operations, products and concepts If dealing with Individual Life products, must develop a basic understanding of business, estate planning and personal case concepts Must have strong computer skills, aptitude, and proficiency at keyboarding Must exhibit quick judgment, excellent organizational skills, and accurate and precise written and verbal communication Must exhibit strong relationship building with internal and external customers and be able to respond to a difficult situation that requires tact and diplomacy Must exhibit good decision-making when working on complex casework and making exceptions during new business processing Must exhibit the ability to prioritize work, maintaining service standards in the face of peak times and heavy workloads, and frequent interruptions Able to multi-task in a fast paced changing environment with high accuracy and within established turnaround times Must be an effective team player and a positive influence within the organization Must develop solid product knowledge across all lines Must work professionally and diplomatically with very demanding and diverse distribution channels If dealing with variable life products, must become an associated person of Principal Securities, Inc