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Analyst
Prudential Securities
Shelton, CT, United States
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Description
Quality, New Business Operations
Business Overview
Prudential has helped millions of people and thousands of companies take on their biggest financial challenges and is one of the most successful, stable companies in the world. We have built a culture that fosters an entrepreneurial spirit, empowers individual leadership, encourages close collaboration and provides opportunities for long-term career growth. When you join Prudential, you become part of a community that is driven to lead the industry by harnessing the collective skills and experience of our diverse talent. We are relentlessly focused on pushing to the next level in the work we do and in how we identify, develop and inspire leadership in ourselves and in each other.
At Prudential, you will find that leaders at every level support our employees through challenging work and focusing on their professional growth. You will take on assignments to stretch and elevate your skills, pursue training designed to develop your own leadership and discover opportunities to advance your career within and across business disciplines. We have built our success by empowering our employees to pursue bold, new ideas that help to create a better financial future for our clients. That spirit is needed more today than ever. Our accelerated development programs give new hires the chance to apply their developing skills to challenges in a variety of business units—all under the Prudential umbrella. We're serious about letting our employees learn how to take charge, and we're invested in their success.
Annuities Service - New Business Operations Overview
New Business Operations is responsible for new account setup, contract issuance, and managing relationships with Financial Advisors. New account setup encompasses the review of applications to ensure that all transactions are issued accurately, timely, and comply with state and federal regulations. A significant focus in the department is driving the successful issuance of contracts through transfer of assets from other financial institutions. We also focus heavily on building and maintaining meaningful relationships with internal partners and Financial Advisors which is a critical component to successfully issue contracts.
Description
• Performing New Business department Quality reviews, dispute resolution, error trending, and providing detailed feedback to case managers.
• Collaborate with New Business Mgmt at all levels to further department strategic objectives with a focus on Quality trends and valued added solutions
• Influence associates and peers on leading customer experience opportunities, compliant process management, and problem resolution.
• Participate or lead project strategic initiatives as required.
• Acts as an expert on New Business processes, procedures, and requirements.
• Partner effectively with multiple business units such as needed: Accounting, Compliance, Exceptions, Product, Risk, Sales, Tax and external vendor companies.
We are looking for individuals who are self-starters, dependable to their core, who have the leadership ability and initiative to provide a best in class service experience for Prudential Annuities. They are also:
• An Individual Contributor that demonstrates leadership and emulates the behaviors that inspire others to perform at optimum levels
• Drives teamwork across workgroups and works successfully to bring people together
• Conveys a strong commitment to delivering a superior customer experience
• Intrigued by technology / process and proactively identify opportunities and implement solutions that enhance and add value within each process
• Able to think on your feet and flexible with creating solutions for variety of personalities
• Capable of shaping the customer experience and efficiently managing workload
• Keen problem solver that connects with the customer experience always in focus
What you can expect:
• Opportunity to build a career with a great company with exposure to multiple parts of the business
• Fast paced, dynamic environment
• Tiered promotional opportunities based on performance
• Career establishment with an award-winning industry leader
Qualifications
• Bachelor’s degree is preferred
• Minimum 2 years of annuities or other financial services experience in customer service, operations, processing or production roles.
• Demonstrated ability to build and foster effective relationships
• Financial Services industry experience a plus
• Able to work effectively with colleagues across multiple locations / virtually
• Must be receptive to and embrace change
• Proficient in receiving and delivering detailed performance feedback
• Excellent written and verbal and communication skills
• Self-motivated, drives deliverables and meets all required deadlines
• Technically sound with strong process skill set. Able to work through complex scenarios and deliver streamlined solutions
• Demonstrated peer leadership in diverse team settings
• Flexibility with your schedule