Prudential plc · 1 month ago
Associate Manager, Client Transition
Portland, ME
Full-time
Onsite
Mid Level
$84K/yr - $130K/yr
3+ years expPrudential is a leading financial services company, and they are seeking an Implementation Manager to lead the transition of customers to their Group Insurance products. The role involves engaging with clients, managing project plans, and collaborating with internal teams to ensure a smooth onboarding process.
Asset ManagementConsultingFinancial ServicesHealth CareInsurance
Responsibilities
Lead internal and external facing customer calls. Consult, engage, and communicate regularly with clients to gather and document business requirements and requests. Utilize video and record customer calls for internal training and Quality purposes
Serve as a strategic thought leader providing holistic coordination of the end to end implementation process acting in the role of project manager with a focus on customers in our premier segment (100 - 5,000 lives)
Provide consultation and recommendations on optimal administration of the case including case structure design for claims and billing, portal usage, and reporting needs
Develop, communicate, maintain, and manage a detailed project plan for the onboarding process which milestone and deadline success criterion are met or exceeded
Excel in professional presence and finesse with all levels of the customer’s team including senior management. Has ability to influence customers to offerings that best fit their needs and will ensure a smooth process for them and their employees
Closely collaborate with Account Management team and various internal business partners to ensure a smooth onboarding process, completion, and transition
May lead team level project and process enhancements or support UAT testing; participate as subject matter expert on department initiatives and handle assigned tasks and assist with Standard operating procedures (SOPs)
May assist with developing training materials or standard operating procedures (SOPs); may deliver some functional training
Leads the Implementation for lower to moderate complexity cases including:
Premier accounts (100-5,000 lives) -
Subest of our products (Core, VB, Statutory/State Paid Leave, Absence)
Qualification
Required
3+ Years in Customer facing roles with demonstrated success
Project management skills
Minimum of 3 years of experience and knowledge of Group Insurance products
Self-motivation with a strong drive for results
Superior interpersonal skills including team collaboration, leadership, presentation, organizational, and communication skills
Superior consultative and problem-solving skills
Ability to manage work in a fast paced, deadline driven environment, juggling multiple priorities
Professionalism, efficiency, and calm demeanor under pressure
Proficiency in MS Office (Excel, Word, Power Point, Project)
Bachelor's degree or equivalent experience
Benefits
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 plc
We are Prudential. For Every Life, For Every Future.
Founded in 1848Central, Hong Kong Island, HKG
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Thomas W Myers, CLU, ChFC
Chief Executive Officer
Recent News
2025-12-04
Company data provided by crunchbase