Position Summary:
The PCC (Portability, Continuation, and Conversion) team is part of Administration & Client Services (ACS) within Employee Benefits Solutions (EBS). ACS delivers end-to-end administration and client service, supporting the full customer and policy lifecycle with a focus on accuracy, efficiency, and a high-quality customer experience.
Our teams provide support across the entire journey, from onboarding and implementation through ongoing servicing, billing, and customer communications. We work closely with clients, administrators, and internal partners to deliver responsive, reliable service and ensure a seamless experience at every stage.
Within this structure, the PCC team supports customers as they transition or maintain coverage following a qualifying event. This role focuses on managing casework, reviewing documentation, and ensuring accurate and timely processing. Associates partner closely with customers and internal teams to work through questions, resolve issues, and provide a smooth, supportive experience during key coverage decisions.
Responsibilities include but are not limited to:
Process portability, continuation, and conversion requests, ensuring accuracy and timeliness
Review documentation for completeness and follow up to gather any missing or unclear information
Identify and resolve discrepancies or issues that may delay processing, partnering with internal teams as needed
Communicate clearly with customers and internal partners to explain requirements, next steps, and case status
Document all case activity and maintain accurate system records
Monitor and manage assigned work to meet service level expectations and quality standards
Escalate complex or time-sensitive issues following established procedures
Support inbound and outbound call activity as needed to manage volume and maintain service levels
Maintain compliance with all regulatory requirements and internal policies
Contribute to team success by sharing ideas, supporting peers, and participating in cross-training opportunities
Qualifications:
Strong customer focus, with the ability to support both internal and external partners
Clear verbal and written communication skills
Strong attention to detail and ability to manage multiple tasks at once
Problem-solving skills with the ability to research and work through case issues
Effective organization and time management skills to meet deadlines
Ability to work within established quality and service expectations
Comfort using systems and tools, including Microsoft Word and Excel
Ability to work both independently and as part of a team
Professional, positive approach with a willingness to learn and adapt
Openness to feedback, process improvements, and cross-training opportunities
Flexibility to support overtime during higher volume periods
Physical job requirements:
Ability to work at least 40 hours per week
Ability to utilize keyboard, mouse and computer for up to 8 hours per day
Ability to utilize phone for approximately 7 hours per day
Ability to perform simple grasping including handwriting, paper manipulation, sorting, folding, etc. periodically throughout entire workday
The physical job requirements described above are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Securian Financial believes in hybrid work as an integral part of our culture. Associates get the benefit of working both virtually and in our offices. If you’re in a commutable distance (90 minutes), you’ll join us 1 day each week in our offices to collaborate and build relationships. Our policy allows flexibility for the reality of business and personal schedules.
Equal employment opportunity:
Securian Financial Group, Inc. does not discriminate based on race, color, creed, religion, national origin, sex, gender identity, sexual orientation, age, marital or familial status, pregnancy, disability, genetic information, political affiliation, veteran status, status in regard to public assistance, status in a local human rights commission, or any other status or condition protected by local, state or federal law. If you are a job seeker with a disability and require an accommodation to apply for one of our jobs, please contact us by telephone 651-665-5522 (voice), 711 (telecommunications relay), or by email at [email protected]
Preferred Skills:
The estimated base pay range for this job is:
$18.80 - $32.69
Pay may vary depending on job-related factors and individual experience, skills, knowledge, etc. More information on base pay and incentive pay (if applicable) can be discussed with a member of the Securian Financial Talent Acquisition team.
Be you. With us. At Securian Financial, we understand that attracting top talent means offering more than just a job – it means providing a rewarding and fulfilling career. As a valued member of our high-performing team, we want you to connect with your work, your relationships and your community. Enjoy our comprehensive range of benefits designed to enhance your professional growth, well-being and work-life balance, including the advantages listed here:
Paid time off:
We want you to take time off for what matters most to you. Our PTO program provides flexibility for associates to take meaningful time away from work to relax, recharge and spend time doing what’s important to them. And Securian Financial rewards associates for their service by providing additional PTO the longer you stay at Securian.
Leave programs: Securian’s flexible leave programs allow time off from work for parental leave, caregiver leave for family members, bereavement and military leave.
Holidays: Securian provides nine company paid holidays.
Company-funded pension plan and a 401(k) retirement plan: Share in the success of our company. Securian’s 401(k) company contribution is tied to our performance up to 10 percent of eligible earnings, with a target of 5 percent. The amount is based on company results compared to goals related to earnings, sales and service.
Health insurance: From the first day of employment, associates and their eligible family members – including spouses, domestic partners and children – are eligible for medical, dental and vision coverage.
Volunteer time: We know the importance of community. Through company-sponsored events, volunteer paid time off, a dollar-for-dollar matching gift program and more, we encourage you to support organizations important to you.
Associate Resource Groups: Build connections, be yourself and develop meaningful relationships at work through associate-led ARGs. Dedicated groups focus on a variety of interests and affinities, including:
Mental Wellness and Disability
Pride at Securian Financial
Securian Young Professionals Network
Securian Multicultural Network
Securian Women and Allies Network
Servicemember Associate Resource Group
This information is not intended to explain all the provisions of coverage available under these plans. In all cases, the plan document dictates coverage and provisions.
Securian Financial Group, Inc. does not discriminate based on race, color, religion, national origin, sex, gender, gender identity, sexual orientation, age, marital or familial status, pregnancy, disability, genetic information, political affiliation, veteran status, status in regard to public assistance or any other protected status. If you are a job seeker with a disability and require an accommodation to apply for one of our jobs, please contact us by email at [email protected], by telephone 651-655-5522 (voice), or 711 (Relay/TTY).
