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Sr. Account Management Associate


Plymouth, MN
Job Code:
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Job Details

Position Title: Sr. Account Management Associate
Job Code: 466179
Job Location: Minnesota-Plymouth

Why Join Prudential?

Prudential is a company of smart, ambitious professionals working together across a multitude of disciplines. Together, we are building a better financial future for our customers and our communities around the globe.  At Prudential, we understand that a company is only as good as its people. This simple fact is central to all that we do.  We call it “the Talent Mindset” – a company-wide commitment to attract and develop the dedicated professionals whose insights, innovation, and hard work fuel our success and make us a global leader in financial services.
As a Senior Case Manager in Distribution & Sales you will actively partner with Dedicated Life Consultants (DLCs) and Financial Advisors focused specifically on Edward Jones relationships. You will provide case management support for new business life insurance applications, including managing a wide-range of activities that will help grow our business and progress the sale of individual life insurance.  You will have the opportunity to expand your skills, work with diverse teams on challenging projects, and build relationships with experts and leaders in your field.
Responsibilities include:
  • Managing cases across multiple carrier lines from pre-sale (assisting with forms and informal applications) through the underwriting process to policy placement
  • Building relationships to create win-win outcomes for your business partners and their clients
  • Successfully driving customer engagement and execution
  • Responding to requests via telephone and email
  • Successfully partnering with your external and internal business associates

Does this sound like you?  Our successful candidate has:
  • 2-3 years’ customer service experience
  • Excellent communication skills, verbal and written
  • Ability to build and maintain strong business relationships
  • Outstanding attention to detail with strong customer focus
  • Exceptional time management skills
  • An appetite for understanding trends impacting the business environment
  • Desire and ability to work collaboratively to resolve problems
  • Demonstrated success at working in a team and as an individual contributor
  • Ability to prioritize work in a fast-paced sales environment while balancing deadlines
Preferred Experience and Education
  • Life insurance case management experience
  • Multi-carrier insurance product experience
  • Bachelor’s degree

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: Sales and Distribution
Schedule: Full-time
Apply on the Company Site
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