Customer Service Specialist in Fort Washington, PA | DiversityInc Careers
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Customer Service Specialist

About the position

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 Daily responsibilities for this role include: Provide coaching to a team of 8-12 New Business associates. demonstrating strong ability to provide exceptional customer service that differentiates us from our competition. Maintaining strong service standards while contributing to a culture of ethics, learning and teamwork. Strong influencing, educating and coaching skills while meeting all team goals. Managing daily volumes and workflows through coaching and developing others. Executing New Business Procedures, forging and maintaining strong relationships with customers and internal partners to deliver a superior customer experience. Emulating the model behaviors and demonstrating the core competencies that inspire others in the department to follow. The team will be working with new and existing financial professionals, providing customer service and pre-sales support. Given the scope of the team’s responsibilities, ideal candidates for this role should demonstrate the ability to be a customer advocate, creative problem solver and versatile communicator. 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
  • Convery’s a strong commitment to delivering a superior customer experience
  • Engaging communicators who enjoy working directly with the customer and a team
  • Committed to owning customer issues from start to finish while constantly improving our workstreams
  • 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 process transactions
  • Keen problem solver that connects with each customer with compassion while being persuasive in communication and influencing with innovative solutions
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 Additional Qualifications:
  • Bachelor’s degree is preferred
  • Minimum of 2 years of customer service or sales experience
  • Operations experience preferred
  • 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

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.