Customer Service Associate (Hybrid)

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.

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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