Client Specialist

Posted 3 Days Ago
Be an Early Applicant
3 Locations
In-Office or Remote
53K-88K Annually
Senior level
Financial Services
The Role
Provide operational support for Group Universal Life and Group Variable Universal Life coverages, processing client and TPA files, reconciling discrepancies, resolving premium payment suspense items, partnering with internal teams to ensure accurate billing and seamless client service, and recommending operational improvements.
Summary Generated by Built In

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 [email protected]. 

 

If you are experiencing a technical issue with your application or an assessment, please email [email protected] to request assistance.

Top Skills

Excel
MS Office
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The Company
Chicago, IL
3,593 Employees

What We Do

PGIM, the investment management business of Prudential Financial, Inc.* is a multi-manager that delivers industry-leading strategies and solutions to clients. Each business maintains its own investment process and culture, allowing for a singular focus on delivering investment returns for clients.

The PGIM businesses offer investors a wide range of investment strategies across asset classes and geographies, including public equities, public and private fixed income, commercial mortgages and real estate. Clients of PGIM can rely on superior long-term performance, risk management expertise and innovative products to help them realize a wide range of business objectives.

In addition, PGIM uses its collective knowledge and business expertise to work with public, private and non-profit sector partners to create solutions that address critical social issues that have an enduring impact.

*Prudential Financial, Inc. of the United States is not affiliated in any manner with Prudential plc, incorporated in the United Kingdom or with Prudential Assurance Company, a subsidiary of M&G plc, incorporated in the United Kingdom.

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