Hybrid Financial Services Associate - Insurance Ops

Prudential Financial; United States; Hybrid; USD 46,000 - 76,000; Full time

Benefits offered by this job

Yearly bonus potential

401(k) plan with company match

Pension plan

Wellness programs

Education benefits

Employee stock purchase plan

Paid time off

Job summary

Prudential Financial in Thousand Oaks, CA, is hiring for a Financial Service Associate. The role blends transaction processing with phone support in a hybrid work setting, requiring on-site presence on a recurring basis.

You will join a cross-functional team and participate in a structured training program to build technical expertise in Prudential's operations. The ideal candidate brings strong verbal and written communication, at least 2 years of customer service experience, and a commitment

Qualifications

• 2 years of customer service experience is required.
• Excellent verbal and written communication skills.
• Detail oriented with strong multitasking and analytical abilities.
• Ability to navigate multiple computer applications in MS Office.

Responsibilities

• Handle processing of financial transactions and customer calls in a cross functional team.
• Operate within a recordkeeping system enabling automation of key functions.
• Participate in a comprehensive training program to develop technical expertise.
• Provide exceptional customer service and identify customer financial needs.

Skills

Verbal communication

Written communication

Customer service

Active listening

Detail oriented

Multitasking

Analytical skills

Microsoft Office

Education

Associate or bachelor’s degree or equivalent

Tools

Microsoft Office

Job description

Prudential Financial in Thousand Oaks, CA, is hiring for a Financial Service Associate. The role blends transaction processing with phone support in a hybrid work setting, requiring on-site presence on a recurring basis.

You will join a cross-functional team and participate in a structured training program to build technical expertise in Prudential's operations. The ideal candidate brings strong verbal and written communication, at least 2 years of customer service experience, and a commitment