Project Management Specialist

Prudential Financial; Minnesota; Remote; USD 92,000 - 138,000; Full time

Job summary

Join a leading financial services institution as a Project Management Specialist in a fully remote role. You'll lead client onboarding efforts into our Record Keeping Services' platform while managing diverse client needs and collaborating closely with internal teams. This role demands strong organizational and relational skills, in a dynamic environment focused on process improvement and client satisfaction.

Benefits

Market competitive base salaries

401(k) plan with company match

Company-funded pension plan

Wellness Programs reimbursement

Education Benefit for traditional college enrollment

Employee Stock Purchase Plan

Qualifications

• Minimum of 5 years of Group Insurance or Financial Services experience required.
• Prior experience in project management capacity preferred.
• Proficiency in Microsoft Office especially Excel is necessary.

Responsibilities

• Manage the onboarding of new clients into the Record Keeping Services’ platform.
• Serve as primary contact for clients on billing and administration issues.
• Collaborate cross-functionally with stakeholders to ensure smooth operations.

Skills

Organizational skills

Relationship management

Analytical skills

Problem-solving skills

Education

Bachelor's degree

Tools

Microsoft Office

Microsoft Excel

Job description

6 days ago Be among the first 25 applicants

Job Classification:

Project Mgmt, Transformation & Strategy - Project Mgmt, Transformation & Strategy

At Prudential, we believe talent is key to achieving our vision. When you join Prudential, you’ll unlock a motivating and impactful career – all while growing your skills and advancing your profession at one of the world’s leading financial services institutions!

We are seeking a highly organized and client-focused individual to join our dynamic team. The Project Management Specialist will be responsible for the implementation and administration of group policies, ensuring excellence in service delivery and driving process improvements across a diverse client portfolio.

This individual will serve as the primary operational liaison for Distribution, Clients, and Third-Party Administrators (TPAs). The current employee work arrangement for this position is fully remote.

Responsibilities include but are not limited to:

• Drives implementation from the prospect stage to successful onboarding of new clients into the Record Keeping Services’ (RKS) platform, confirming all components-including enrollment, plan administration, billing, beneficiary services, termination, and life claim facilitation services-are configured and aligned with plan requirements
• Engages with clients to understand their unique challenges and opportunities, collaboratively strategizing to drive impactful outcomes during the implementation process
• Proactively serves as the primary point of contact for client interaction while fostering strong relationship management to ensure seamless and effective support for billing, administration, and enrollment needs
• Represents client interest in internal discussions and enterprise-wide projects, contributing to system enhancements, automation efforts and process redesign initiatives
• Collaborates cross-functionally with internal stakeholders including Billing, Compliance, Claims, and IT to ensure seamless execution of administrative tasks and issue resolution
• Executes issue escalation and resolution protocols through thorough root-cause analysis and clear stake holder communication
• Manages a broad and diverse book of business, supporting employer groups ranging from 100 to a million covered lives
  
  

Qualifications:

• Bachelor's degree preferred
• Minimum of 5 years of Group Insurance or Financial Services experience
• Proficiency in Microsoft Office especially Microsoft Excel
• Knowledge of Group Insurance and/or related industry products and services preferred
• Strong organizational and prioritization skills with demonstrated ability to manage multiple responsibilities in a high-volume, deadline-driven environment
• Excellent interpersonal and relationship management skills with the ability to influence, partner and build trust across stakeholders.
• Strategic thinker with strong analytical and problem-solving abilities
• Excellent work ethic with the ability to prioritize and meet deadlines.
• Self-motivated with intellectual curiosity, a commitment to continuous improvement and a high level of personal accountability
  
  

It would be a plus if you had:

• Experience working directly with vendors, sales, and brokers in a client-facing or project management capacity.
  
  

What we offer you:

Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $92,400.00 to $137,400.00. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills.

• 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), after one year of service.
  
  

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.

If you need an accommodation to complete the application process, please email [e-mail].

If you are experiencing a technical issue with your application or an assessment, please email [e-mail] to request assistance.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Project Management and Information Technology

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