Mutual Funds & Annuities Associate

Investment Management - Investment Operations

Prudential has an exciting opportunity for a dynamic, results-oriented individual who is interested in challenging work, the ability to influence business partner relationships and client outcomes and contribute to the success of one of the world’s most admired companies.

The New Business Case Management organization plays a key role working with internal and external business partners to facilitate the processing of annuity applications to promote an outstanding producer and customer experience. As a member of this high-performing team of Account Representatives, you will be part of a collaborative, faced paced environment and have the opportunity to build a successful career with Prudential, a recognized leader in financial services.

Responsibilities Include:

• Demonstrate ownership, urgency, and responsiveness in assisting producers (Brokerage General Agency Staff, Financial Advisors, etc.) and internal sales team with service-related requests, via telephone and e-mail
• Carefully manage new business cases through the new business process to ensure successful placement of the business
• Anticipate producer needs and provide creative alternatives to service requests
• Partner with Internal Divisions to ensure excellent service is consistently provided, and often serve as the liaison between external customers and internal functional groups
• Actively share service and process improvement ideas, contributing to a culture of continuous improvements
• Provide Leadership with regular updates on key/critical cases

Qualifications:

Ability to work 10:00AM-6:00PM EST. Training will be 9:00AM - 5:00PM EST for 6-8 weeks in-person at the Jacksonville office located at 701 San Marco Blvd, Jacksonville, FL 32207.

A desire to work occasional overtime.

Bachelor’s degree or equivalent work experience preferred.

1-2 years previous customer service experience is desired.

Annuities experience preferred.

 Case management experience preferred but not required.

Strong written and verbal communication skills.

Good organizational skills.

Ability to handle multiple priorities.

Additional Requirements:

This position will work remotely after the training period; therefore new hires must be able to provide the following:

Subscribe to internet service provider plan with at least 25 Mbps download speeds. You must be willing to troubleshoot any issues or outages with your home internet service, contacting your service provider as necessary. 

Must have the capability to handle calls with a cell phone (would need to have unlimited data and minutes) or a landline.  Your personal phone number will not be identified to customers.

Quiet area in your home with minimal distractions and noise free.

Reliability and Dependability throughout our extensive training program is required.