Prudential Financial

Associate Manager, Client Transition

Prudential Financial

full-time

Posted on:

Location Type: Remote

Location: Remote • Alaska, Arizona, California, Maine, Wisconsin • 🇺🇸 United States

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Salary

💰 $83,500 - $129,500 per year

Job Level

JuniorMid-Level

About the role

  • Lead internal and external facing customer calls
  • Consult, engage, and communicate regularly with clients to gather and document business requirements and requests
  • Utilize video and record customer calls for internal training and Quality purposes
  • Serve as a strategic thought leader providing holistic coordination of the end to end implementation process acting in the role of project manager with a focus on customers in our premier segment (100 - 5,000 lives)
  • Provide consultation and recommendations on optimal administration of the case including case structure design for claims and billing, portal usage, and reporting needs
  • Develop, communicate, maintain, and manage a detailed project plan for the onboarding process which milestone and deadline success criterion are met or exceeded
  • Excel in professional presence and finesse with all levels of the customer’s team including senior management
  • Closely collaborate with Account Management team and various internal business partners to ensure a smooth onboarding process, completion, and transition
  • May lead team level project and process enhancements or support UAT testing; participate as subject matter expert on department initiatives and handle assigned tasks and assist with Standard operating procedures (SOPs)
  • May assist with developing training materials or standard operating procedures (SOPs); may deliver some functional training

Requirements

  • 3+ Years in Customer facing roles with demonstrated success
  • Project management skills
  • Minimum of 3 years of experience and knowledge of Group Insurance products
  • Self-motivation with a strong drive for results
  • Superior interpersonal skills including team collaboration, leadership, presentation, organizational, and communication skills
  • Superior consultative and problem-solving skills
  • Ability to manage work in a fast paced, deadline driven environment, juggling multiple priorities
  • Professionalism, efficiency, and calm demeanor under pressure
  • Proficiency in MS Office (Excel, Word, Power Point, Project)
  • Bachelor’s degree or equivalent experience
Benefits
  • Medical, dental, vision, life insurance, disability insurance
  • Paid Time Off (PTO)
  • Leave of absences, such as parental and military leave
  • 401(k) plan with company match (up to 4%)
  • Company-funded pension plan
  • Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs
  • Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development
  • Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs
  • Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service
  • Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
project managementGroup Insurance productsconsultative skillsproblem-solving skills
Soft skills
interpersonal skillsteam collaborationleadershippresentation skillsorganizational skillscommunication skillsself-motivationdrive for resultsprofessionalismcalm demeanor under pressure