Calc/Complex Associate
Prudential Financial
Dresher, PA United States

Prudential Financial, Inc. 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. For more information, please visit www.prudential.com. 
Fully competent in the processing of manual rate calculations, pricing and quoting of Group Insurance Small Market accounts including the review and rating process for Request for Proposals and Rerates. Work is completed in accordance with PAN guidelines. Responsibilities include participation in the quoting process in partnership with the sales organization. Incumbents may also handle some basic Mid Market cases. Responsibilities include calculations, quotes, occupational coding, scrubbing census materials, other data reviews and client/ broker interaction.
Rate Calc Associates will collaborate with internal and external business partners to effectively manage our client’s expectations.  They are required to perform clerical and moderately complex technical duties in analyzing Request For Proposal (RFP), client census data, plan design elements and monitoring timely release of rates to our national Sales offices.  Rate Calc Associates may investigate questionable RFP submissions and non-standard plan request elements. 
 
Additional duties may include, but are not be limited to:

  • Prices initial Request for Proposals and Requotes for an assigned region in a defined turnaround timeline  
  • May Operate Short Term Disability (STD) experience pricing tools
  • Maintaining pending files and performing timely follow-ups
  • Communicating with Sales Associates (SA) and Sale Reps to clarify plan design specification 
  • Furnishing daily, weekly, and monthly statuses
  • Participating in team projects
  • Strong analytical skills 
  • Math proficiency
  • Strong and accurate Data entry skills
  • Good organizational skills with attention to detail     
  • Good Communication skills (oral and written)
  • Ability to work independently, but also as a part of a team
  • Strong interpersonal skills
  • Demonstrates initiative and motivation
  • PC Knowledge (Microsoft Word/Excel)
  • Flexibility and responsiveness to change
  • Ability to prioritize work based on the business needs
  • Handle a high volume of work accurately and in a timely manner
  • Flexibility to work extra hours to meet objectives

    ADDITIONAL REQUIREMENTS

    A Mandatory shift of 12-8pm will be required for 2 months out of the year.

The Prudential Insurance Company of America and its affiliates, Newark, New Jersey are Equal Opportunity/Affirmative Action Employers and are committed to diversity in our workforce. 


Prudential is not seeking assistance or accepting unsolicited resumes from search firms for this employment opportunity unless contracted with Staffing. Agencies must work with Staffing as the primary point of contact and follow the Prudential application process to be considered for business. Regardless of past practice, all resumes submitted by search firms to any employee at Prudential via-email, the Internet or directly to hiring managers at Prudential in any form without a valid written search agreement in place for that position will be deemed the sole property of Prudential, and no fee will be paid in the event the candidate is hired by Prudential as a result of the referral or through other means. Note: Any search agreement entered into with Prudential before January 2004 is null and void. Search firms are essential to the recruitment and staffing efforts at Prudential and we value the partnerships we have built with our preferred vendors. For this reason, Prudential has established and regularly maintains a preferred vendor list. Please note that even preferred vendors need to have a written search agreement signed by the Director, Recruiting Programs, Staffing at Prudential in place for the specific position in order for a fee to be paid for any candidate referrals.

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Job code: 6453
12158840