Customer Service Associate (Hybrid)

Prudential Dresher , PA 19025

Posted 7 days ago

Job Classification:

Operations - Insurance Operations

Change and Term Conversion handles changes and conversion of Life Insurance products. The team works directly with Prudential Agencies and Brokerage distribution partners. We handle these conversions from the beginning email of requirements needed to the end with processing the conversion. Our team consists of an Email Team, Agency Team, Brokerage Team, and Escalations Team. This position is slated to be Hybrid out of Jacksonville, FL, Minneapolis, MN, or Fort Washington, PA.

Key Responsibilities include:

  • Handling of incoming email inquiries for policy conversions of Term to Permanent life products for our Prudential Agency and Brokerage distribution partners.

  • Communicating with business partners on requirements and procedures to accurately complete a policy conversion. This may include sending proper forms and guidelines to complete a conversion.

  • Communication and contact with Brokers, Producers and Field staff to accurately answer questions on status and requirements.

  • Multi-task with the potential of extensive research to help solve questions and/or problems.

  • Detailed and clear documentation of case status and needs.

Qualifications:

  • Thorough knowledge of Change and Term Conversion inquiry & status procedures and systems

  • Demonstrates professionalism and positive attitude, customer focused; demonstrate flexibility and a sense of urgency

  • Conduct thorough research on inquiries. Proactively manages situations through strong written communication; acknowledges receipt, provides detailed responses and sets expectations

  • Has ability to collaborate across business units

  • Excels with time management and prioritizing workload.

At Prudential, you can:

Take charge of your career. We equip and empower our employees to expand their skills and experience by using powerful learning, gigs, and job opportunities. We offer a suite of services including 1:1 Career advice, on demand resources and networking to propel your career forward.

We're a global organization, full of outstandingly dedicated people who aren't afraid to think differently, challenge the status quo and take sensible risks along the way. You will enjoy pushing boundaries as we build innovative technology that helps clients, customers and employees live their best lives. You will have access to leadership and learning opportunities and the resources needed to take your career in any direction. We will help you do your best work, offering flexibility, while delivering on our Purpose.

What we offer you:

  • Market driven 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.

  • Retirement plans: 401(k) plan with company match (up to 4%)

  • 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.

  • Tuition Assistance to help finance traditional college enrollment toward obtaining an approved degree, many accredited certificate programs, and industry designations.

To find out more about our Total Reward 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.

RSRPRUD

Note: 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 $46,200.00 to $68,900.00. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. 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. In addition, employees are eligible for standard benefits package including paid time off, medical, dental and retirement.

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 staffingagencies@prudential.com 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 accommodations.hw@prudential.com.

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 careers.technicalsupport@prudential.com to request assistance.


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