Account Manager (California or Arizona)

Posted 16 Hours Ago
Be an Early Applicant
2 Locations
77K-115K Annually
Mid level
Financial Services
The Role
The Account Manager will manage relationships with multiple small to medium financial and insurance accounts, drive revenue growth, and enhance customer satisfaction. This role involves building strategic business plans, collaborating with internal teams, mentoring peers, and addressing service inquiries while ensuring retention and account profitability.
Summary Generated by Built In

Job Classification:

Investment Management - Investments

Job Description

Prudential’s Group Insurance (GI) Premier Account Management team is seeking an experienced Account Manager to service multiple small to medium financial/insurance accounts. The incumbent will be accountable for managing relationships with assigned new and existing customers, mobilizing support staff to help maintain and strengthen account relationships, and growing the business while also resolving issues as they arise. This position entails generating profitable revenue growth by retaining existing customers, expanding business and achieving customer satisfaction. The Premier Account Manager is typically assigned accounts (100 - 500 lives) that vary in complexity.

 

Responsibilities:

  • Responsible for strategic and consultative management of assigned book of business, including the development of customer specific business plans to identify opportunities to retain and profitably grow business and to strengthen relationships.
  • Collaborate with Premier Sales Executives and Regional Account Directors on books of business to identify business growth opportunities. Coordinating enrollment, sales and support services for assigned accounts (100-500 lives).
  •  Build successful relationships and collaborate with internal functional partners to efficiently implement new business, address service inquires, and provide consultative support.
  • Actively participate in special projects throughout the year, serve as a resource for new hires for the first six months, and serve as a backup for other team members.
  •  Provide ongoing coaching and mentoring to peer group.
  •  Update reporting source systems.

 

Qualifications

  • Demonstrated success in servicing multiple small to medium financial/insurance accounts.
  • Three (3) plus years of relevant experience.
  • Self-motivated with the ability to work independently and provide timely results. The ability to develop and grow relationships, while maintaining targeted retention rates.
  • Proven ability to successfully partner with consultants, brokerage firms and/or third-party administrators.
  • Excellent written/verbal communication and presentation skills.
  • Strong organization and time management skills.
  • Solid knowledge of group insurance products and services preferred.
  • Active Life and Health Insurance license or obtained within 30 days of hire.
  • Minimum of 30% travel required.

#LI-IN

What we offer you: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 $77,200.00 to $114,800.00. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills.

  • Market competitive 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. 

  • 401(k) plan with company match (up to 4%). 

  • Company-funded pension plan. 

  • Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs. 

  • 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.  

  • Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.  

  • Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service. 

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. To find out more about our Total Rewards 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.  

Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. 

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. 

If you need an accommodation to complete the application process, please email [email protected]. 

 

If you are experiencing a technical issue with your application or an assessment, please email [email protected] to request assistance.

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The Company
Chicago, IL
3,593 Employees
On-site Workplace

What We Do

PGIM, the investment management business of Prudential Financial, Inc.* is a multi-manager that delivers industry-leading strategies and solutions to clients. Each business maintains its own investment process and culture, allowing for a singular focus on delivering investment returns for clients.

The PGIM businesses offer investors a wide range of investment strategies across asset classes and geographies, including public equities, public and private fixed income, commercial mortgages and real estate. Clients of PGIM can rely on superior long-term performance, risk management expertise and innovative products to help them realize a wide range of business objectives.

In addition, PGIM uses its collective knowledge and business expertise to work with public, private and non-profit sector partners to create solutions that address critical social issues that have an enduring impact.

*Prudential Financial, Inc. of the United States is not affiliated in any manner with Prudential plc, incorporated in the United Kingdom or with Prudential Assurance Company, a subsidiary of M&G plc, incorporated in the United Kingdom.

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