Prudential Financial, Inc.

Client Specialist

Fort Washington, PA, USA Full time

Job Classification:

Sales - Sales

At Prudential, we believe talent is key to achieving our vision. When you join Prudential, you’ll unlock a motivating and impactful career – all while growing your skills.

 

We are seeking an individual with excellent collaboration, communication, and partnering skills to support the administration of Group Universal Life and Group Variable Universal Life coverages and related client servicing. The incumbent filling this role will provide operational support to internal teams, including Client Coordinators and Account Management, ensuring accurate and timely processing of client data and transactions.

 

The current employee work arrangement for this position is fully remote.

 

Responsibilities include but are not limited to:

  • Oversee and manage incoming and outgoing files from clients and TPAs related to eligibility, billing, and payments
  • Identify, reconcile, and process file discrepancies
  • Research and resolve suspense items related to premium payments to ensure accurate allocation and compliance
  • Partner with Client Coordinators, Account Management, and internal teams to deliver seamless client service
  • Recognize and recommend operational improvements
  • Ability to handle client sizes ranging from 100 to a million plus lives

 

Additional Qualifications:

 

  • Bachelor’s degree or equivalent work experience
  • Strong Microsoft Office skills especially Microsoft Excel
  • Knowledge of Group Insurance and/or related industry products and services preferred
  • Strong ability to manage multiple priorities
  • Excellent organizational skills, self-motivated, and strategic thinking abilities
  • Proven results orientation, relationship building skills, and ability to work cross functionally
  • Outstanding problem solving, analytical, and decision-making skills.
  • Excellent work ethic with the ability to prioritize and meet deadlines.

 

 

It’d be a plus if you had:

 

Minimum 5 years of Insurance or Financial Services experience

#LI-remote

#LI-IN

What we offer you:

Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $53,000.00 to $87,600.00. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills.
  • 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. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week.  

Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. 

Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law. 

If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com. 

 

If you are experiencing a technical issue with your application or an assessment, please email careers.technicalsupport@prudential.com to request assistance.