Prudential Annuities Distributors (PAD)
Group Insurance Research & Proposal Specialist
Prudential Annuities Distributors (PAD), Newark, New Jersey, us, 07175
Our Business
For over 100 years, Prudential’s diverse and talented employees have been committed to helping customers and their families grow and protect their wealth through a variety of products and services, including Group Insurance. We are known for delivering on our promises and are recognized as a trusted brand and one of the world’s most admired companies.
Job Description
The Research and Proposal Specialist is a part of the Group Insurance Product & Underwriting team. The Proposal Specialist is primarily accountable for managing and executing Requests for Proposals (RFPs) and Requests for Information (RFIs) for our Premier/middled market customers (100-9,999 employees) working with our Sales and Account Management teams — and may assist Sr. Proposal Specialists with proposals as needed. This will include effectively writing clear, concise, client focused, and compelling responses that effectively position Prudential's group insurance products and employee benefit solutions to address customers’ needs. This professional will typically work independently within the team and collaborate with business partners, including Sales/Account Management, Underwriting, and Subject Matter Experts across the company to ensure a high-quality, personalized RFPs.
This role has no formal supervisory responsibility.Responsibilities:
• Focuses on more standard questionnaire types with less complexity and may manage more custom questionnaires with support from a Sr. Proposal Specialist.
• Understands relationships with Strategic Producers and can lead on assigned standard RFPs.
• Develops working relationships with sales/account mgmt. and UW associates aligned to their assigned proposals to prioritize and deliver quality RFP responses.
• Develops custom proposal content through adapting boilerplate content and collaborating with Sales/Account Management, Underwriting, Marketing, and other subject matter experts to deliver high quality RFP questionnaires.
• Learns and adapts with the team’s proposal management platform and tools for completing and collaborating as well as the various external broker platforms for submitting RFPs/RFIs.
• As needed, supports Sr Research & Proposal writers.
• Communicates and coordinates effectively with other members of the Proposal Team and GI to ensure timely completion of all proposal documents.
• Exercises judgment in applying procedures or addressing unusual problem situations.
• Supports process improvement activities as well as other projects.
• Assesses issues and coordinates resolution with other members of the organization.
• Identifies and escalates complex issues as appropriate.
• Uses project management skills to ensure all deliverables are completed on time.
Qualifications
• 3+ yrs. Insurance/financial services business experience or related.
• Foundational knowledge of group insurance products/group insurance experience a plus
• Demonstrates a tech-forward mindset, ability to learn and apply evolving tech tools like AI and has an agile approach to getting work done.
• Knowledge of Outlook, Microsoft Excel, and Word
• Project management experience a plus
• Strong written and oral communication skills
• Team player, creative, organized and detail oriented
• Ability to manage multiple priorities
• Flexibility and responsiveness to change
• Ability to work independently as well as in a team environment
• Bachelors degree or equivalent work experience preferred
• Previous proposal or like experience
• Association of Proposal Management Professionals (APMP) certification a plus or willingness to get certified**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.
Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week. Prudential Financial, Inc. (NYSE: PRU), a global financial services leader and premier active global investment manager with approximately $1.4 trillion in assets under management as of Dec. 31, 2023, has operations in the United States, Asia, Europe, and Latin America. Prudential’s diverse and talented employees help make lives better and create financial opportunity for more people by expanding access to investing, insurance, and retirement security. Prudential’s iconic Rock symbol has stood for strength, stability, expertise and innovation for 150 years. For more information please visit news.prudential.com.**Our Commitment to an Inclusive Workplace**Prudential Financial, Inc. serves its customers in more than 40 countries and territories, and we seek talented, creative individuals from a variety of backgrounds, worldviews, and life circumstances to work with us. We are focused on creating a fully inclusive culture, where all employees feel comfortable bringing their authentic selves to work. We don’t just accept difference—we celebrate it, support it, and thrive on it. At Prudential, employees have a unique opportunity to build their career path by owning their development, their career, and their future. We encourage employees to hone their skills and explore continued opportunities within Prudential.PGIM, the global asset management business of Prudential Financial, Inc. (NYSE: PRU), is a global investment manager with US $1.3 trillion in assets under management as of Dec. 31, 2023. With offices in 18 countries, PGIM’s businesses offer a range of investment solutions for retail and institutional investors around the world across a broad range of asset classes, including public fixed income, private fixed income, fundamental equity, quantitative equity, real estate, and alternatives. For more information about PGIM, visit pgim.com.Prudential Financial, Inc. (PFI) of the United States is not affiliated in any manner with Prudential plc, incorporated in the United Kingdom, or with Prudential Assurance Company, a subsidiary of M&G plc, incorporated in the United Kingdom. For more information please visit news.prudential.com.PGIM Inc. (PGIM) is the principal asset management business of Prudential Financial, Inc. (PFI), a company incorporated and with its principal place of business in the United States. PFI of the United States is not affiliated in any manner with Prudential plc, incorporated in the United Kingdom or with Prudential Assurance Company, a subsidiary of M&G plc, incorporated in the United Kingdom.**Our Commitment to an Inclusive Workplace**Prudential Financial, Inc. serves its customers in more than 40 countries and territories, and we seek talented, creative individuals from a variety of backgrounds, worldviews, and life circumstances to work with us. We are focused on creating a fully inclusive culture, where all employees feel comfortable bringing their authentic selves to work. We don’t just accept difference—we celebrate it, support it, and thrive on it. At Prudential, employees have a unique opportunity to build their career path by owning their development, their career, and their future. We encourage employees to hone their skills and explore continued opportunities within Prudential. #J-18808-Ljbffr
For over 100 years, Prudential’s diverse and talented employees have been committed to helping customers and their families grow and protect their wealth through a variety of products and services, including Group Insurance. We are known for delivering on our promises and are recognized as a trusted brand and one of the world’s most admired companies.
Job Description
The Research and Proposal Specialist is a part of the Group Insurance Product & Underwriting team. The Proposal Specialist is primarily accountable for managing and executing Requests for Proposals (RFPs) and Requests for Information (RFIs) for our Premier/middled market customers (100-9,999 employees) working with our Sales and Account Management teams — and may assist Sr. Proposal Specialists with proposals as needed. This will include effectively writing clear, concise, client focused, and compelling responses that effectively position Prudential's group insurance products and employee benefit solutions to address customers’ needs. This professional will typically work independently within the team and collaborate with business partners, including Sales/Account Management, Underwriting, and Subject Matter Experts across the company to ensure a high-quality, personalized RFPs.
This role has no formal supervisory responsibility.Responsibilities:
• Focuses on more standard questionnaire types with less complexity and may manage more custom questionnaires with support from a Sr. Proposal Specialist.
• Understands relationships with Strategic Producers and can lead on assigned standard RFPs.
• Develops working relationships with sales/account mgmt. and UW associates aligned to their assigned proposals to prioritize and deliver quality RFP responses.
• Develops custom proposal content through adapting boilerplate content and collaborating with Sales/Account Management, Underwriting, Marketing, and other subject matter experts to deliver high quality RFP questionnaires.
• Learns and adapts with the team’s proposal management platform and tools for completing and collaborating as well as the various external broker platforms for submitting RFPs/RFIs.
• As needed, supports Sr Research & Proposal writers.
• Communicates and coordinates effectively with other members of the Proposal Team and GI to ensure timely completion of all proposal documents.
• Exercises judgment in applying procedures or addressing unusual problem situations.
• Supports process improvement activities as well as other projects.
• Assesses issues and coordinates resolution with other members of the organization.
• Identifies and escalates complex issues as appropriate.
• Uses project management skills to ensure all deliverables are completed on time.
Qualifications
• 3+ yrs. Insurance/financial services business experience or related.
• Foundational knowledge of group insurance products/group insurance experience a plus
• Demonstrates a tech-forward mindset, ability to learn and apply evolving tech tools like AI and has an agile approach to getting work done.
• Knowledge of Outlook, Microsoft Excel, and Word
• Project management experience a plus
• Strong written and oral communication skills
• Team player, creative, organized and detail oriented
• Ability to manage multiple priorities
• Flexibility and responsiveness to change
• Ability to work independently as well as in a team environment
• Bachelors degree or equivalent work experience preferred
• Previous proposal or like experience
• Association of Proposal Management Professionals (APMP) certification a plus or willingness to get certified**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.
Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week. Prudential Financial, Inc. (NYSE: PRU), a global financial services leader and premier active global investment manager with approximately $1.4 trillion in assets under management as of Dec. 31, 2023, has operations in the United States, Asia, Europe, and Latin America. Prudential’s diverse and talented employees help make lives better and create financial opportunity for more people by expanding access to investing, insurance, and retirement security. Prudential’s iconic Rock symbol has stood for strength, stability, expertise and innovation for 150 years. For more information please visit news.prudential.com.**Our Commitment to an Inclusive Workplace**Prudential Financial, Inc. serves its customers in more than 40 countries and territories, and we seek talented, creative individuals from a variety of backgrounds, worldviews, and life circumstances to work with us. We are focused on creating a fully inclusive culture, where all employees feel comfortable bringing their authentic selves to work. We don’t just accept difference—we celebrate it, support it, and thrive on it. At Prudential, employees have a unique opportunity to build their career path by owning their development, their career, and their future. We encourage employees to hone their skills and explore continued opportunities within Prudential.PGIM, the global asset management business of Prudential Financial, Inc. (NYSE: PRU), is a global investment manager with US $1.3 trillion in assets under management as of Dec. 31, 2023. With offices in 18 countries, PGIM’s businesses offer a range of investment solutions for retail and institutional investors around the world across a broad range of asset classes, including public fixed income, private fixed income, fundamental equity, quantitative equity, real estate, and alternatives. For more information about PGIM, visit pgim.com.Prudential Financial, Inc. (PFI) of the United States is not affiliated in any manner with Prudential plc, incorporated in the United Kingdom, or with Prudential Assurance Company, a subsidiary of M&G plc, incorporated in the United Kingdom. For more information please visit news.prudential.com.PGIM Inc. (PGIM) is the principal asset management business of Prudential Financial, Inc. (PFI), a company incorporated and with its principal place of business in the United States. PFI of the United States is not affiliated in any manner with Prudential plc, incorporated in the United Kingdom or with Prudential Assurance Company, a subsidiary of M&G plc, incorporated in the United Kingdom.**Our Commitment to an Inclusive Workplace**Prudential Financial, Inc. serves its customers in more than 40 countries and territories, and we seek talented, creative individuals from a variety of backgrounds, worldviews, and life circumstances to work with us. We are focused on creating a fully inclusive culture, where all employees feel comfortable bringing their authentic selves to work. We don’t just accept difference—we celebrate it, support it, and thrive on it. At Prudential, employees have a unique opportunity to build their career path by owning their development, their career, and their future. We encourage employees to hone their skills and explore continued opportunities within Prudential. #J-18808-Ljbffr