Demo

Regional Relationship Manager

Prudential Financial
Walnut, CA Full Time
POSTED ON 11/2/2025
AVAILABLE BEFORE 12/2/2025
Job Classification:

Investment Management - Investments

Join our dynamic Prudential Group Insurance team as a Regional Relationship Manager. The ideal candidate will lead a team of Account Managers who strategically consult with small market-sized employers ranging from 100-499 employees. This role is focused on customer retention, add issue generation and achievement of our financial and service goals for the U500 segment in client management.

Key Responsibilities:

  • Accountable for the execution of the Premier segment relationship management strategy within their assigned region supporting customers with less than 500 lives and varying complexities.
  • Attract, retain, and develop top Account Manager talent, offering direct coaching and overseeing account management activities for customers with 100-499 employees.
  • Collaborate with the Regional Vice President and Regional Account Director to achieve or surpass annual financial objectives for persistency, profitability, and revenue growth.
  • Foster strong relationships with internal business partners, sales executives, brokers, customers, and third-party administrators to ensure high-quality service, customer satisfaction, persistency, and profitability.
  • Support Premier Account Managers with daily customer and producer engagements, assist with escalations, and participate in annual business planning and reviews to understand regional dynamics, books of business, and producer/customer relationships.
  • Active participation and engagement in regional summit, strategic projects, and initiatives.

Qualifications:

  • Proven leadership experience in account management, preferably within the financial or insurance sector.
  • Knowledge and understanding of pricing and general underwriting concepts
  • Excellent verbal, written communication, and presentation skills
  • Outstanding skills in building relationships and effective communication and coaching skills.
  • Ability to collaborate across various teams and departments to achieve common goals.
  • Active Group Life and Health Insurance license or obtained within 30 days of hire.

> Manage a small portfolio of clients on a direct basis (ten or less)

  • Minimum of 25% travel required

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 $107,300.00 to $166,400.00. 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. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week.

Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.

Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law.

If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com.

If you are experiencing a technical issue with your application or an assessment, please email careers.technicalsupport@prudential.com to request assistance.

Salary : $107,300 - $166,400

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