Client Specialist

Prudential

$53,000.00 to $87,600.00; yearly bonus potential; ...
Fully remote
Collaboration, communication, and partnering skills
Operational support to internal teams
Accurate and timely processing of client data
The incumbent will provide operational support to internal teams, ensuring accurate and timely processing of client data and transactions for Group Universal Life and Group Variable Universal Life coverages

Job Summary

  • The incumbent will provide operational support to internal teams, ensuring accurate and timely processing of client data and transactions for Group Universal Life and Group Variable Universal Life coverages.
  • Responsibilities include managing client files, reconciling discrepancies, and resolving premium payment issues to ensure accurate allocation and compliance.
  • Prudential offers a comprehensive benefits package including medical, dental, vision, life insurance, PTO, 401(k) with match, a company-funded pension plan, and wellness programs.

Matching Summary

The incumbent will provide operational support to internal teams, ensuring accurate and timely processing of client data and transactions for Group Universal Life and Group Variable Universal Life coverages.

Salary

$53,000.00 to $87,600.00; Yearly bonus potential; Medical, dental, vision, life insurance, disability insurance, PTO, 401(k) plan with company match, pension plan, wellness programs, education benefit, Employee Stock Purchase Plan

Skills & Requirements

Must-have

  • collaboration, communication, and partnering skills
  • operational support to internal teams
  • accurate and timely processing of client data
  • manage incoming and outgoing files
  • reconcile and process file discrepancies
  • resolve suspense items related to premium payments

Nice-to-have

  • strategic thinking abilities
  • relationship building skills
  • work cross functionally
  • proven results orientation

Key Requirements

  • Bachelor’s degree or equivalent work experience
  • Strong Microsoft Office skills especially Microsoft Excel
  • Minimum 5 years of Insurance or Financial Services experience

Work Rights

Not specified

Tailored Resume

Cover Letter