Associate Manager, Client Transition

Job Classification:

Operations - Insurance Operations

Our Business
For over 100 years, Prudential’s diverse and talented employees have been committed to helping customers and their families grow and protect their wealth through a variety of products and services. We are known for delivering on our promises and are recognized as a trusted brand and one of the world’s most admired companies.

The Role
Prudential's Group Insurance Onboarding Team is seeking an Associate Manager, Client Transition who will be the project lead responsible for transitioning a customer to the Prudential platform for all Group Insurance products. The candidate will be responsible to primarily support the Premier segment. This position is highly visible in the organization and the successful candidate is direct customer facing.

Responsibilities

• Confirming with the sales representative and the customer the details of the sale and providing such information to the affected areas within Group Insurance to ensure the setup and maintenance of the account is done to meet the customer's expectations

• For each account implementation project, the Implementation Manager works closely with the assigned Account Management team and various internal business partners to ensure a smooth transition at the end of the project.

• The Implementation Manager may be required to attend Finalist and Kick-off related meetings and facilitate regularly scheduled meetings with the customer, broker, TPA’s, and our internal subject matter experts.

• The Implementation Manager provides consultative solutions and ensures details are understood so that our administrative processes and system(s) are established correctly to include but not limited to plan design details that affect billing, eligibility, data exchange, medical underwriting, record keeping, claims, contracts, financial reporting.

• Develops, communicates, maintains and manages the detailed project plan, timeline for account implementation projects and ensures deadlines, milestones and success criteria are met or exceeded through timely coordination and communication of the details necessary to complete an account implementation project by the agreed upon effective date.

• Identifies and manages timely and effective resolution of any issues that surface during the handling of all assigned duties. Tracks and reports implementation activity results in a “real time” fashion via both the customer facing Activity Tracker and the internal Implementation Database. Conducts lessons learned at the end of each account implementation phase for continuous improvement purposes.

• Maintains business awareness of all products (i.e. Life/AD&D, Disability, Absence, Critical Illness, Voluntary Accident, etc.), processes and system capabilities to enable effective communication of service capabilities.

• Assists in the training of new employees within the Implementation Services Unit and Sales & Account Management Client Services unit. Supports the organization through participation in department, operational and strategic initiatives as needed.

Qualifications

• Minimum of 3 years’ experience and knowledge of Group Insurance products

• 1 or more years of client-facing responsibilities demonstrating a strong customer focus

• Demonstrated experience managing multiple priorities and balancing competing priorities

• Ability to consult and collaborate cross-functionally with other departments

• Proactive problem-solving ability with solutions-oriented attitude

• Excellent written and verbal communication skills and capable of interacting with all levels of Prudential associates.

• Ability to handle increasingly high volume of work in a fast paced, deadline driven environment in a calm manner

• Ability to work independently and make decisions while considering client requirements and focusing on efficiency and cost effectiveness

• Proficiency in MS Office (Excel, Word, Power Point, Project)

• Superior oral and written communication skills with proven public speaking and presentation

• Ability to translate daily activity into the long-term impact on Group Insurance’s Critical Priorities

• Technical expertise around employer/TPA payroll processing routines

• Professional Project Management designation

• College degree preferred

Please note with this opportunity there is potential of developing to a Hybrid work arrangement, dependent on the location of the identified candidate.

#LI-RRJ

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 $74,000.00 to $110,000.00. 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 [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.