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Prudential Financial · 12 hours ago

Regional Relationship Manager

Los Angeles, CA

Full-time

Hybrid

Mid, Senior Level

$107K/yr - $166K/yr

Prudential Financial is a leading investment management company, and they are seeking a Regional Relationship Manager to lead a team of Account Managers. This role focuses on customer retention and achieving financial and service goals for small market-sized employers with less than 500 employees.

Asset ManagementFinanceFinancial ExchangesFinancial ServicesHealth CareInsuranceRetirement

Responsibilities

Accountable for the execution of the Premier segment relationship management strategy within their assigned region supporting customers with less than 500 lives and varying complexities

Attract, retain, and develop top Account Manager talent, offering direct coaching and overseeing account management activities for customers with 100-499 employees

Collaborate with the Regional Vice President and Regional Account Director to achieve or surpass annual financial objectives for persistency, profitability, and revenue growth

Foster strong relationships with internal business partners, sales executives, brokers, customers, and third-party administrators to ensure high-quality service, customer satisfaction, persistency, and profitability

Support Premier Account Managers with daily customer and producer engagements, assist with escalations, and participate in annual business planning and reviews to understand regional dynamics, books of business, and producer/customer relationships

Active participation and engagement in regional summit, strategic projects, and initiatives

Qualification

Account managementGroup LifeHealth Insurance licenseLeadership experiencePricing conceptsUnderwriting conceptsCoaching skillsCommunication skillsRelationship buildingCollaboration skills

Required

Proven leadership experience in account management, preferably within the financial or insurance sector

Knowledge and understanding of pricing and general underwriting concepts

Excellent verbal, written communication, and presentation skills

Outstanding skills in building relationships and effective communication and coaching skills

Ability to collaborate across various teams and departments to achieve common goals

Active Group Life and Health Insurance license or obtained within 30 days of hire

Minimum of 25% travel required

Benefits

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.

Company

Prudential Financial

Prudential Financial specializes in the fields of investment management, life insurance, and retirement benefits. It is a sub-organization of Prudential Financial.

Founded in 1875