Group Insurance Client Concierge

Job Classification : Sales - Sales

Role 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 assigned

Required Qualifications :

Preferred Qualifications :

This 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.