Regional Account Manager, Medical Stop Loss

Prudential Financial

Regional Account Manager providing sales-cycle support for Medical Stop Loss Distribution team at Prudential. Managing RFP pipeline and customer relations to enhance satisfaction in insurance offerings.

Posted 7/30/2026full-timeNewark • New Jersey • 🇺🇸 United StatesJuniorMid-Level💰 $82,500 - $136,100 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing the RFP pipeline for Medical Stop Loss, ensuring compliance and timely proposal development. Strong focus on customer service, relationship management, and effective communication to support sales and account management activities.

Highest-signal resume keywords

Stop Loss Product ExperienceRFP Pipeline ManagementCustomer Service ExcellenceAccount ManagementLife and Health Insurance License

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

RFP Process ManagementSales AdministrationData EntryAnalytical SkillsOrganizational SkillsTime ManagementPresentation SkillsCustomer Relationship ManagementProposal DevelopmentGroup Insurance Knowledge

Soft Skills

Detail-OrientedSelf-MotivatedResolution OrientedStrong CommunicationTeam Collaboration

Certifications & Qualifications

Active Life and Health Insurance License

Industry Keywords

Medical Stop LossBroker RelationsSales SupportCustomer SatisfactionFinancial AccountsInsurance Industry

About the role

Key responsibilities & impact

Support and manage the RFP pipeline for the Medical Stop Loss business for both new sales and renewal opportunities, collecting the necessary data required to develop a comprehensive proposal in a timely manner
Provide administrative sales support and serve as a liaison for sales personnel, customers, producers, and home office contacts
Partner with the GI Sales Executives, Account Executives, or Account Managers to manage Request for Proposal (RFP) process including monitoring of RFP inboxes, entering data into internal sales systems, ensuring internal partners adhere to RFP timeline, review responses for completion and distribute proposal responses, and interfacing with brokers on behalf of the Regional Sales Director, MSL and GI sales team
Office management activities including organizing and upkeep of the office, as well as other office duties which include ensuring shared office equipment and supplies are available and in working order
Serve as a resource for new hires and assist with new hire on-boarding for MSL distribution team
Participate in team meetings/trainings and serve as a backup for other team members when required
Document and maintain relevant sales and customer record systems to meet compliance requirements
Support customer activities including finalist meetings, enrollment, and benefit fair preparation; ordering brochures and giveaways
Work on special projects throughout the year
Coordinating Marketing, Sales, and Support service for assigned accounts
Possessing an understanding of your assigned customers’ requirements and initiating actions that maintain high levels of customer satisfaction
Proactively partnering with internal contacts to facilitate timely resolution of issues or problems presented by customers and/or brokers
Presenting products, services, and plan design information to meet customer needs
Addressing customer questions and concerns regarding any aspect of our product offering.

Requirements

What you’ll need

2-3 years of Stop Loss product and/or account management experience
Strong customer service experience and managing deadlines
Medical Stop Loss industry, sales administration, broker relations, customer service, RFP pipeline management or equivalent experience
Knowledge and understanding of customer service and relationship management concepts preferred
A detail-orientated individual with strong analytic, organization and time management skills
Excellent communication and presentation skills
Must be customer focused and resolution oriented
Ability to manage multiple priorities in a timely manner
Demonstrated 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
Proven 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.

Benefits

Comp & perks

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)
Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program