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Defined Benefit Plan Specialist


Hartford, CT
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Job Details

Position Title: Defined Benefit Plan Specialist
Job Code: 421478
Job Location: Connecticut-Hartford

Responsible for providing Defined Benefit outsourcing services for the full service book of business. A multi-functioning role that interacts with plan participants, retirees and the plan sponsor's staff in a fast paced, challenging environment. Handles or advises others how to handle difficult transactions. Requires knowledge of the Defined Benefit calculation administration with a sound working knowledge and understanding of the Retirement industry. Job responsibilities include the following:

  • Provides a variety of standard and non-standard services which includes the less complex calculation of retirement benefits, providing explanations of the various components of the calculations and benefit options, as well as plan provisions.
  • Applies knowledge of plan provisions and industry regulations to day-to-day operations.
  • Communicates key information in response to inquiries received from plan participants, retirees, and plan sponsor via telephone, e-mail, or letters.
  • Researches and resolves client issues working in collaboration with operations, plan actuaries, plan administrator and other internal business partners to execute prompt resolution.

  • 2 or more years of retirement or financial services industry experience preferred
  • Intermediate skills in Microsoft Word
  • Excellent communications skills; ability to effectively communicate with internal and external parties
  • Strong organizational skills
  • Detail oriented
  • Strong interpersonal skills and ability to partner with other areas
  • Ability to prioritize and work under tight deadlines; results oriented
  • Ability to multi-task in a fast paced environment and handle requests in a confidential and professional manner
  • 3 or more years of related customer service experience preferred
  • Bachelor's degree or equivalent related experience preferred
  • Familiarity with Microsoft Excel preferred
  • In-depth knowledge of Defined Benefit products and services preferred

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 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 for more information about doing business with Prudential.
Job Function: Operations
Schedule: Full-time
Apply on the Company Site
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