Relationship Specialist at Prudential Ins Co of America

Posted in Finance 27 days ago.

This job brought to you by eQuest

Type: Full-Time
Location: Scranton, Pennsylvania





Job Description:

The Relationship Specialist (RS) position resides within Workplace Solutions - Client Services. It is a professional level position that requires the ability to work both independently and as part of a team.


  • The RS primarily interacts with clients and/or business partners via phone or email and acts in a reactive capacity based on client requests

  • Implements/Initiates changes within internal systems as directed by client facing teams. Working knowledge of product implementation and impacts

  • Executes assigned work within set timing standards in support of persistency and client satisfaction

  • The RS works with internal and external business partners to resolve client issues

  • May participate with client facing team in difficult conversations with clients, intermediaries, and internal business partners.

  • Actively participates in all types of settings including team meeting and Town Hall sessions with SLT

  • With the support of manager or client facing member, prioritizes work based on sensitivity of client relationship

  • Contributes to change, new ideas and perspectives.

  • Reacts to changes in a positive manner


  • Works on projects as assigned
     


  • College Degree Preferred. Equivalent work experience will be considered.


  • Minimum of 2 years of financial service, retirement service or similar industry experience


  • 2+ years customer service experience and project/time management.

  • Basic knowledge of the retirement and competitive environment.

  • Strong organizational and verbal/written communication skills are essential.

  • Ability to multi task and effectively prioritize is a must.

  • Experience in processing transactions is a must.

  • Qualified candidate must demonstrate strong project management skills and ability to work both independently and as part of a team.

  • Knowledge of Microsoft Office software is a required.   

  • Intermediate to advanced Excel skills are preferred

  • Strong organizational skills

  • Creative problem solving ability





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