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Key Account Specialist

Prudential Financial, Dubuque, IA

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The Key Account Specialist resides within Client Relations & Business Development. It is a professional level position that requires the ability to work both independently and as part of a team.
  • Supports the Key Account Teams (KAT) in the preparation for client meetings/visits
  • Prepares multi-year strategy/ad-hoc presentations for client facing teams. Applies knowledge of the firm's businesses and corporate groups and relevant industry knowledge to recommend applicable products and service for the client.
  • Working with the Key Account Vice President and Directors to assists in developing multi-year strategy programs presentation for clients.
  • Coordinates reporting needs i.e. plan reporting, client scorecards, perform analysis and summarize results for client facing teams.
  • Responsible for coordinating and executing responses to RFPs, coordinating support for presentations associated with site visits and save presentations.
  • May work with business partners and client facing teams to assemble response data associated with plan related changes.
  • With the support of manager or client facing teams, prioritizes work based on sensitivity of client relationship.
  • Works on projects as assigned. 
  • Executes assigned work within set timing standards in support of persistency and client satisfaction.
  • Primarily interacts with internal client facing team

  • Minimum of 2 years of retirement or financial services experience required
  • Bachelor's degree preferred
  • 2+ years customer service experience and project/time management.
  • Strong working knowledge of PowerPoint and other MS office products required
  • Development of presentations and attention to details
  • Strong knowledge of the retirement and competitive environment.
  • Familiarity with product and service applicable to retirement plan administration. 
  • Strong organizational and verbal/written communication skills are essential.
  • Ability to multi task and effectively prioritize is a must.
  • Intermediate to advanced Excel skills are preferred
  • Qualified candidate must demonstrate strong project management skills and ability to work both independently and as part of a team.
  • Ability to work under limited supervision as leadership may be in a remote location
  • Strong organizational skills
  • Creative problem-solving ability

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Job Details

Req Num ASS00021
ID 593092
Dubuque, IA
Positions 1
Full Time
Pay --

Preferred Candidates

Years of Experience 2-5 Years
Education --

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