Prudential Financial

Account Manager

Prudential Financial

full-time

Posted on:

Location Type: Hybrid

Location: Tampa • Florida • Kentucky • United States

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Salary

💰 $82,500 - $136,100 per year

About the role

  • Responsible for strategic and consultative management of assigned book of business, including the development of customer specific business plans to identify opportunities to retain and profitably grow business and to strengthen relationships.
  • Collaborate with Premier Sales Executives and Regional Relationship Managers on books of business to identify business growth opportunities.
  • Coordinating enrollment, sales and support services for assigned accounts (100-500 lives).
  • Build strong relationships and collaborate with internal functional partners to successfully implement new business, address service inquiries, and provide consultative support.
  • Actively participate in special projects throughout the year, serve as a resource for new hires for the first six months, and serve as a backup for other team members.
  • Provide ongoing coaching and mentoring to peer group.
  • Update reporting source systems.

Requirements

  • Proven success in servicing multiple small to medium financial/insurance accounts.
  • Three (3) plus years of relevant experience.
  • Self-motivated with the ability to work independently and provide timely results.
  • The ability to develop and grow relationships, while maintaining targeted retention rates.
  • Demonstrated ability to successfully partner with consultants, brokerage firms and/or third-party administrators.
  • Excellent written/verbal communication and presentation skills.
  • Strong organization and time management skills.
  • Solid knowledge of group insurance products and services preferred.
  • Active Life and Health Insurance license or obtained within 30 days of hire.
  • Minimum of 30% travel required.
Benefits
  • Market competitive base salaries, with a yearly bonus potential at every level.
  • Medical, dental, vision, life insurance, disability insurance.
  • Paid Time Off (PTO), and 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 & Tools
group insurance productsbusiness plansreporting source systems
Soft Skills
relationship buildingconsultative supportcoachingmentoringcommunicationpresentationorganizationtime managementself-motivationindependence
Certifications
Life Insurance licenseHealth Insurance license