GI Premier Accounts Executive

Posted 10 Days Ago
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Houston, TX
Mid level
Financial Services
The Role
The GI Premier Accounts Executive at Prudential is responsible for managing relationships with assigned customer accounts, ensuring customer satisfaction, generating revenue growth, and addressing service inquiries. The role includes the development of business plans, collaboration with internal partners, and providing consultative support to clients and brokers. A significant travel requirement is also part of the job.
Summary Generated by Built In

Job Classification:

Sales - Sales

Premier Account Executive

Prudential’s Group Insurance (GI) Premier Client Relationship Management team is seeking an experienced Account Executive to service customer accounts. The incumbent will be accountable for managing relationships with assigned new and existing customers, mobilizing support staff to help maintain and strengthen account relationships growing the business while also resolving issues as they arise. This position entails generating profitable revenue growth by retaining existing customers, expanding business, and achieving customer satisfaction. The Premier Account Executive is typically assigned accounts (500 – 5,000 lives) that vary in complexity.

The current employee work arrangement for this position is hybrid. While this position does not require your on-site presence every day, depending on business preferences, there may be occasions where you are required to be on-site at a Prudential office.

What you can expect:

  • Exercising responsibility for management of assigned book of business, including the advancement of customer specific business plans to identify opportunities to retain and profitably grow business. You will build and maintain cooperative relationships with clients, brokers, and internal business partners to efficiently implement new business, address service inquires and provide consultative support.
  • Presenting the financial components of re-rates, providing clients premium and claim comparison analysis on both participating and non-participating employees.

Responsibilities:

  • 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 Account Directors on books of business to identify business growth opportunities, coordinating enrollment, , and support services for assigned accounts (500 –5,000 lives).
  • Build successful relationships and collaborate with internal functional partners to efficiently help win new business by engaging in finalist meetings, implement new business, address service inquires and provide consultative support to brokers and customers at meetings, including stewardship meetings.
  • 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.
  • Active Life and Health Insurance license or obtained within 30 days of hire.
  • Minimum of 30% travel required.
  • This position requires you to live in the territory footprint.

It would be beneficial if you have:

  • Demonstrated success in servicing multiple small to medium financial/insurance accounts.
  • Three (3) plus years of relevant Group Insurance experience.
  • Self-motivation 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.
  • l welcomes all applicants, even if you do not meet every requirement. If your skills align with the role, we encourage you to apply.


Prudential welcomes all applicants, even if you do not meet every requirement. If your skills align with the role, we encourage you to apply. 

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

Prudential is a multinational financial services leader with operations in the United States, Asia, Europe, and Latin America. Leveraging its heritage of life insurance and asset management expertise, Prudential is focused on helping individual and institutional customers grow and protect their wealth. The company's well-known Rock symbol is an icon of strength, stability, expertise and innovation that has stood the test of time. Prudential's businesses offer a variety of products and services, including life insurance, annuities, retirement-related services, mutual funds, asset management, and real estate services.

We recognize that our strength and success are directly linked to the quality and skills of our diverse associates. We are proud to be a place where talented people who want to make a difference can grow as professionals, leaders, and as individuals. Visit www.prudential.com to learn more about our values, our history and our brand.

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. 

The Prudential Insurance Company of America, Newark, NJ and its affiliates.

Note that this posting is intended for individual applicants. Search firms or agencies should email Staffing at [email protected] for more information about doing business with Prudential.

PEOPLE WITH DISABILITIES:
If you need an accommodation to complete the application process, which may include an assessment, please email
[email protected].

Please note that the above email is solely for individuals with disabilities requesting an accommodation. If you are experiencing a technical issue with your application or an assessment, please email [email protected] to request assistance.

The Company
Chicago, IL
3,593 Employees
On-site Workplace

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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