Job Classification:Sales - SalesRole Overview:The Life Concierge is a client-facing liaison, delivering high-touch, concierge-level service to Advocate teammates, beneficiaries, and the Advocate Benefits Team. This role coordinates across Prudential’s service teams, functions, and business units to ensure an exceptional client experience throughout the life claims process. The Life Concierge also educates clients, supports operational excellence, exemplifies Prudential and Advocate cultures, proactively manages escalations and process improvements, and delivers services that require empathy, critical thinking, and nuanced problem-solving.Key Responsibilities:*Educate Prudential claim managers and operations teams on Advocate’s culture ensuring that all touchpoints are handled with empathy and a deep understanding of Advocate’s values.* Track, analyze, and report on claim trends, customer experience metrics, and identify opportunities for continuous improvement.*Attend annual stewardship meetings to discuss the user experience* Apply critical thinking and consultative skills to influence change in people, processes, or technology to deliver the desired client experience* Participate in ad hoc projects and initiatives as assignedRequired Qualifications:* Proven experience in client service, life insurance claims, or related operational roles, with a demonstrated ability to work with teammates with empathy and sincerity.* Strong contract knowledge and familiarity with standard operating procedures and policies across life products* Excellent collaboration, communication (verbal and written), and organizational skills* Analytical skills for tracking, trending, and auditing claims and service data* Consultative approach with strong problem-solving skills in complex situations* Ability to assess situations quickly, devise solutions, and ensure execution across multiple functions and business units* Experience managing escalations and process improvements* Proficiency with CRM systems and reporting toolsPreferred Qualifications:* Bachelor’s Degree or equivalent preferred* Three years in group insurance operations or claims experience preferred* Knowledge of group life insurance products (BGL, OGL, ODL, OADD, GUL) and claims processes* Experience supporting large client groups and harmonized service models* Demonstrated focus on continuous improvement and adaptability to changing needs* Excellent presentation skills and ability to facilitate meetings* Experience supporting benefits fairs and teammate education initiatives* Bilingual skills or experience supporting diverse client populationsThis position requires 5-10% travel.Why Join Us:You will help shape a new, high-impact service model, directly influencing client satisfaction, operational excellence, and process innovation across Prudential and Advocate.What we offer you: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 $65,900.00 to $102,200.00. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills.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. 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.
Job Title
Group Insurance Client Concierge