Operations Controls Associate Job Listing at Prudential in San Jose, CA

Insurance, Finance

The Operations and Control Associate will provide administrative support in the operations area of a professional sales office.  The Operations and Control Associate will support thesales office in the areas of: new business, compliance, business quality, financial, new agent hires, licensing, technology, report generation, administrative support, special projects, document retention and management, customer support and general office support. 
Responsibilities Include:

• Supporting the sales office in producer and management recruiting,


• Tracking and monitoring candidates progress through the pre-hire and appointment process


• Receptionist duties including answering and directing phone calls, and opening, sorting and distributing mail.


• Providing administrative support to the Managing Director and front line management team


• Supporting training for the producers, management and other agency staff


• Tracking relevant industry economic and legal changes


• Reading relevant industry and financial publications


• Supporting the sales office to ensure the timely issuance of new business from the underwriting division


• Supporting the BQP process by collecting appropriate data via FOCUS


• Processing incoming and outgoing policy transfers


• Recommending specific action plans to solve problems regarding new business


• Interfacing with home office staff to expedite process of underwriting


• Monitoring and tracking mandatory certification process (PLN)


• Maintaining all producer candidate files and selection requirements


• Paying agency bills through appropriate system

                                   

Qualifications -

• Must possess strong organizational and communications skills
• Must be able to work independently
• Word and Excel knowledge 
• Customer service experience
• Strong work ethic
• Results oriented
• Ability to work in a fast-paced environment
• Ability to adjust priorities to meet changing business needs
• Ability to work in a team environment
• Customer Focused - understands the importance of building and maintaining our customer base

 
 
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.
 
The Prudential Insurance Company of America, Newark, NJ, and its affiliates, are Equal Opportunity/ Affirmative Action Employers.
0162591-00001-00 Ed. 10/2009