GI Premier Accounts Executive (Arizona)

Prudential Financial; Yuma (AZ); Hybrid; USD 95,000 - 135,000; Full time

Benefits offered by this job

Bonus program

Medical, dental & vision coverage

401(k) matching

Pension plan

Wellness program

Education benefit

Employee stock purchase plan

Job summary

Prudential Financial’s GI Premier Client Relationship Management team seeks an experienced Account Executive to service and grow a Pacific Southwest portfolio, primarily in Arizona. You will manage relationships with clients, brokers and internal partners to retain and expand business while maintaining customer satisfaction.

The role involves strategic planning, collaboration with sales leadership, and occasional on-site presence, with travel up to 30% and a focus on profitability and service

Qualifications

• 3+ years of Group Insurance experience
• Active Life and Health Insurance license or obtained within 30 days of hire
• Willingness to travel at least 30% of the time

Responsibilities

• Manage assigned book of business (500–5,000 lives) and develop client-specific business plans to retain and grow profitability
• Collaborate with Premier Sales Executives and Regional Account Director to grow accounts and coordinate enrollment
• Build relationships with clients, brokers, and internal partners to win new business and provide consultative support
• Lead stewardship meetings and participate in special projects; mentor new hires and peers
• Provide coaching and mentoring, update reporting systems

Skills

Account management

Relationship building

Sales

Communication

Strategic planning

Tools

Salesforce

CRM software

Job description

Job Classification:Sales - Sales

Prudential’s Group Insurance (GI) Premier Client Relationship Management team is seeking an experienced Account Executive to service customer accounts in the Pacific Southwest, mainly Arizona. The incumbent will be accountable for managing relationships with assigned new and existing customers, mobilizing support staff to help maintain and strengthen account relationships 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 Executive is typically assigned accounts (500 – 5,000 lives) that vary in complexity.

The current employee work arrangement for this position is Virtual. While this position does not require your on-site presence every day, depending on business preferences, there may be occasions where you are required to be on-site at a Prudential office.

What you can expect:

• Exercising responsibility for management of assigned book of business, including the advancement of customer specific business plans to identify opportunities to retain and profitably grow business. You will build and maintain cooperative relationships with clients, brokers, and internal business partners to efficiently implement new business, address service inquires and provide consultative support.
• Presenting the financial components of re-rates, providing clients premium and claim comparison analysis on both participating and non-participating employees.

What You'll Do:

• 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 Director on books of business to identify business growth opportunities, coordinating enrollment, and support services for assigned accounts (500 –5,000 lives).
• Build successful relationships and collaborate with internal functional partners to efficiently help win new business by engaging in finalist meetings, implement new business, address service inquires and provide consultative support to brokers and customers at meetings, including stewardship meetings.
• 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.
• Active Life and Health Insurance license or obtained within 30 days of hire.
• Minimum of 30% travel required.
• This position requires you to live in the territory footprint.

It would be beneficial if you have:

• Demonstrated success in servicing multiple small to medium financial/insurance accounts.
• Three (3) plus years of relevant Group Insurance experience.
• Self-motivation 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.
• l welcomes all applicants, even if you do not meet every requirement. If your skills align with the role, we encourage you to apply.

What we offer you:

• 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).

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.

To maintain the integrity and security of our hiring process, Prudential may use identity verification technologies. Your consent will be obtained before any verification takes place.