Sheila Sandy
Asst Director Claims & Tax - Individual Life at Principal Financial Group | Indianola, Iowa, United States
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Sheila Sandy currently serves as the Assistant Director of Claims & Tax for Individual Life at Principal Financial Group, where she plays a pivotal role in managing the daily operations of the Individual Life Claims and Tax divisions. With her extensive expertise in life insurance claims processing and taxation, Sheila ensures that death and disability claims are handled efficiently and accurately, while also overseeing the proper taxation of life insurance transactions. Her leadership is characterized by a commitment to delivering exceptional customer service, not only to clients but also to her team members.
Sheila’s background is bolstered by her securities licenses (Series 6 & 63) and LOMA designations, including the Associate in Customer Service (ACS), Associate in Advanced Personal Insurance (AAPA), and the Associate in Life and Health Claims (ALHC). These qualifications, combined with her Dale Carnegie Leadership Training, empower her to motivate and build customer-focused teams that excel in problem-solving and strategic planning.
Throughout her career, Sheila has been instrumental in key projects that enhance operational efficiency and customer satisfaction within the claims process. Her involvement with the LOMA Call Center Committee from 2009 to 2010 and her role as United Way Chairperson for AmerUs Life in 2001 reflect her dedication to community engagement and employee relations. With a strong emphasis on budget management and sales operations, Sheila Sandy continues to drive innovation and excellence in the life insurance sector, ensuring that Principal Financial Group remains a leader in delivering quality service to its clients.
Asst Director Claims & Tax - Individual Life at Principal Financial Group in March 2013 to Present
Sr. Consultant-Client Relations at Principal Financial Group in April 2011 to March 2013
Part-time Sales Associate at Younkers-Jordan Creek in October 2010 to September 2011
Director Call Center at Aviva Life & Annuity Company in November 2009 to June 2010
Vice President Agency Services at Aviva Life & Annuity Company in April 2006 to November 2009
Chief Agency Administration Officer at Aviva Life & Annuity Company in October 2000 to April 2006
Various Front Line Management Positions at AmerUs Group in September 1993 to October 2000
Supervisor Policyowner Benefits at American Mutual Life Insurance Company in August 1989 to September 1993
Claims Manager at Guardsman Life Insurance in January 1979 to January 1989
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Discover more about Principal Financial GroupWhat is Sheila Sandy email address?
Email Sheila Sandy at [email protected] and [email protected]. This email is the most updated Sheila Sandy email found in 2026.
What is Sheila Sandy phone number?
Sheila Sandy phone number is +15154910223 and +15153712184.
How to contact Sheila Sandy?
To contact Sheila Sandy send an email to [email protected] or [email protected]. If you want to call Sheila Sandy try calling on +15154910223 and +15153712184.
What company does Sheila Sandy work for?
Sheila Sandy works for Principal Financial Group
What is Sheila Sandy's role at Principal Financial Group?
Sheila Sandy is Asst Director Claims & Tax - Individual Life
What industry does Sheila Sandy work in?
Sheila Sandy works in the Financial Services industry.
Sheila Sandy Email Addresses
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