Risk Management Specialist performing fraud analysis for Greenlight, a family fintech company. Supporting customer service and improving fraud detection processes for efficient operations.
About the role
- Transition Manager supporting the on-boarding of new Pension Risk Transfer clients for Prudential. Leading the on-boarding process and interacting extensively with clients, advisors, and partners.
Responsibilities
- Presenting and managing the on-boarding timeline with our external partners (client, advisors, prior recordkeepers, and actuaries) and internal partners (New Business, Marketing, Contracts, Pricing, PSC, PRU, Tax, etc.) to achieve a flawless transition
- Issues Welcome Kit packages to each retired and deferred annuitant which provides key pieces of information that an annuitant needs to begin their experience with Prudential
- Logging, tracking, and following open issues to resolution including confirming task owner and establishing target dates
- Partnering with Data Specialists on data needs and provision clarification for Technical Specialists and then communicating those needs to the client / broker for a successful on-boarding data load effort and creation of claims summary
- Obtaining CAR forms, W-9 forms, completing Schedule As, and other miscellaneous requirements from clients during the transition
Requirements
- BS degree or equivalent work experience
- 5+ Years of Experience with Retirement Products and/or relevant Project Management experience
- Demonstrated ability to lead and influence others
- Successful communication skills / comfortable interacting with clients at various levels
- Attention to detail
- Self-motivated and proactive
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
- 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.
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