Customer Service Associate - Record Keeping Operations in Dresher, PA | DiversityInc Careers
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Customer Service Associate - Record Keeping Operations

About the position

The Record Keeping Organization (RKO) within Group Insurance is responsible for handling life record keeping administration for group cases. The type of insurance varies from group term life, AD&D coverage and Critical Illness insurances. We are looking for an experienced professional with a strong customer service background who can multi-task in a fast-paced environment and process work items accurately and within the established turn-around times.   The Record Keeping Services Customer Service Associate will be trained on the processing procedures and record keeping administrative systems for many functions depending on the client’s contractual services. Some examples of the administrative functions/work tasks include, but are not limited to; enrollment processing, beneficiary maintenance and member policy changes. Utilizes tools such as, but not limited to, the Compass Administrative System, the Content Workflow Management System (CMWS) and Customer One (C1) to process transactions. Other responsibilities include, but are not limited to:
  • General Inquiries (internal or external)
  • Ensures participant level and member direct reporting needs are met
  • Accountable for the identification and escalation of process issues and may be additionally be responsible for their resolution
  • Provide status on workload as requested or scheduled
  • Meet and or exceed divisional production, quality and service standards
  • Occasional need for overtime when spike in work volumes warrant
  • Perform other duties as assigned
  • Excellent organization skills with attention to detail
  • Strong analytical and problem-solving skills
  • Proficient with Microsoft Word and Excel
  • Excellent written and oral communication skills
  • Flexibility and responsiveness to change
  • Ability to work independently as well as in a team environment
  • Ability to multi-task with strong time management skills
  • Bachelors Degree preferred, but not required
  • Customer service experience is a plus
  • Knowledge of Group Life Insurance products is a plus

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.