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Prudential Financial, Inc

Case Installation Specialist

Prudential Financial, Inc - MN, USA

Case Installation Specialist','LIC0000J','!*!We are looking for enthusiastic, dedicated individuals to join our team.  The successful candidate will be a progressive thinker who learns quickly and is highly driven to create a positive customer experience.   

The Licensing, Appointment and Registration Services organization provides services to Prudential employees (home office and field associates) and external constituents so that they are properly licensed, appointed and/or registered as needed to facilitate the sale and support of Prudential products and achieve compliance with Company and regulatory requirements. 

The primary focus of the Case Installation Associate is to shepherd complex producer appointment requests through the end to end process.  This includes the following:

Review, create or modify producer profiles in administration system

Review applicable forms to determine, and then create the applicable selling chain for new business submissions

Interact with distributors for clarification on missing data / forms

Analyze and resolve producer, Broker Dealer and General Agent qualification deficiencies

Respond timely to Inquiry and status requests via email and phone ','!*! Qualified candidates will possess the following skills:

Excellent organizational and time management skills

A strong attention to detail

Ability to prioritize and change direction quickly

Ability to work with diverse cultures and perspectives to build a collaborative, high performing team

Strong critical thinking and analytical skills

Strong written and verbal communication skills

Experience working in a transaction-based environment or other operations environment is a plus

Professional inbound phone customer service

Proficient with Microsoft Word and Excel

Demonstrated ability to handle complex requests

Comfortable working independently and as part of a team

Experience in an insurance carrier licensing or registration department a plus, but not required

3 years in a customer service driven industry

Flexibility to work overtime during periods of peak volumes','!*!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, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law. 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.','Other','United States-Minnesota-Plymouth','United States-New Jersey-Newark, United States-Pennsylvania-Dresher','Full-time','','Case Installation Specialist

22 days 23 hours ago

Prudential Financial, Inc

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Company Profile:
For more than 135 years, Prudential Financial, Inc., has helped individual and institutional customers grow and protect their wealth. Today, we are one of the world's largest financial services institutions with operations in the United States, Asia, Europe, and Latin America. We also have one of the most recognized and trusted brand symbols: The Rock ®, an icon of strength, stability, expertise, and innovation. We strive to create long-term value for our stakeholders through strong business fundamentals, consistent with our mission guided by our vision and directed by our company's core values. We are committed to keeping our promises and to doing business the right way.