Director, Client Management

Job Classification:

Investment Management - Investments

Director, Customer Relationship Management

Prudential’s Group Insurance (GI) Premier, Customer Relationship Management team is seeking a Regional Account Director to lead its East Region team of Account Executives. Reporting to the Vice President, Customer Relationship Management, the incumbent is a member of the GI Distribution Extended Leadership Team, accountable to lead Account Executive professionals who service middle market financial/insurance accounts, ranging in size from 500 to 4,999 employees and ensures that relationships are built, grown and sustained with new and existing customers. The role is also focused on defining, developing and implementing processes, performance measures and tools to enhance the account management function and the customer experience.

Responsibilities:

1. Accountable for the execution of the Premier Account relationship management strategy within the East Region supporting cases that range in size from 500 to 4,999 employees, with varying complexities.
2. Attract and retain top Account Executive talent, providing direct coaching and development including responsibility for account management activities (e.g., strategic account planning, retention, add issue, profitability, service) for customers with 500 to 4,999 employees.
3. Work collaboratively with the Vice President (VP) of Customer Relationship Management and Regional Vice President (RVP) to meet or exceed annual persistency, profitability and revenue growth objectives.
4. Achieve segment financial goals/metrics working collaboratively with the VP of Customer Relationship Management, RVP’s and Premier Distribution.
5. Develop and maintain a strong working relationship with internal business partners, sales reps, third party administrators to facilitate high quality service support, customer satisfaction, persistency and profitability.
6. Assist Premier Account Executives with day-to-day engagements and escalations with customers and producers, annual business planning and regular reviews to gain insight into office and region dynamics, books of business and producer/customer relationships.
7. Develop successful relationships with customers and producers within assigned regions.
8. Active participation and engagement in strategic projects and initiatives.

Qualifications:

1. Bachelors degree required or equivalent experience
2. Minimum 5 years insurance/financial services experience
3. Regional leadership experience desired, but not required
4. Knowledge and understanding of pricing and general underwriting concepts.
5. Excellent communication, presentation and consultative skills.
6. Active Group Life and Health Insurance license or obtained within 30 days of hire.
7. Minimum of 25% travel required.

Important notice: Any applicant selected for this position will be required to submit to an extensive background screening and a credit check. Failure to comply will eliminate an applicant from consideration for this position. Any negative information obtained as a result of the background screening may result in the disqualification of the applicant from this and any other position in Prudential, including their current position if they are an internal applicant.

Join Prudential’s Group Insurance and be a part of one of the strongest, most respected group insurance companies in the nation, where you’ll have the opportunity to move your career forward in a dynamic, solutions-oriented team environment.

Note: Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $144,500.00 to $195,500.00. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. In addition, employees are eligible for standard benefits package including paid time off, medical, dental and retirement.

Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.

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, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law.

The Prudential Insurance Company of America, Newark, NJ and its affiliates.

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.

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