Financial and Customer Services Associate in Thousand Oaks, CA | DiversityInc Careers
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Financial and Customer Services Associate

About the position

• Independently processes all claims (retirement & death benefit) received from the TPA. Process includes tax analysis and systems updates. Also generates participant correspondence through the use of templates as well as freeform composition.

• Process account/database maintenance on correspondence mailed by participants.

• Independently and courteously handle customer requests and inquiries from the toll-free customer service line. Handles customer inquiries that are non-routine and may require extensive research.

• Good understanding of Defined Benefit Plans and options.

• Responsible for all functions of the Defined benefit plan operations, which include the call center, claims, and correspondence processing.

• Perform overpayment recovery process with appropriate follow up.

• Address rejected items from bank – EFT rejects, reclaims, etc..

• Scan, index, and retrieve items from the imaging system.

• Part of a self-directed team that is responsible for scheduling, phone coverage, training/coaching, etc.


• Associate’s degree or higher (Bachelor degree preferred), equivalent job experience accepted.

• Proficient with Microsoft Excel and Word

• Strong written and verbal communication skills

• Detail oriented

• Able to multitask

• Possesses strong analytical, interpersonal and decision-making skills to handle the dual role of claims processor

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.