Case Installation Specialist

Prudential Financial • Fort Washington, PA

3d • $53,000 - $87,600 • Hybrid

About The Position

The Case Installation Specialist works independently to interpret, convert, and validate client plan and participant data into the organization’s internal administrative systems. This role plays a critical part in ensuring a smooth and accurate installation or conversion experience for clients. The specialist coordinates responses to daily client service requests during the installation and conversion phases, collaborating with internal partners, client contacts, and external vendors. While the role provides guidance and support to other team members, it carries no formal supervisory responsibility. This position requires strong technical aptitude, deep knowledge of the organization’s products and services, and the ability to problem solve effectively in a fast paced, detail oriented environment. This will be a hybrid role based out of Fort Washington, PA. or Newark, NJ. For exceptionally well-qualified candidates, Virtual working arrangement may be considered, with expectation of travel as required. For U.S. employees, this role is exempt and not eligible for overtime.

Requirements

• Experience in data conversion, benefits administration, or similar technical fields.
• Strong understanding of plan designs, plan provisions, and related business products.
• Excellent organizational, analytical, and problem solving skills.
• Strong communication skills with the ability to handle complex client interactions.
• Ability to work independently and manage competing priorities.
• High attention to detail and commitment to high quality outcomes.

Responsibilities

• Data Interpretation & Conversion Interpret, convert, and reconcile client plan and participant data for integration into internal claims and billing systems.
• Maintain accuracy, completeness, and compliance with plan design and system requirements.
• Troubleshoot and resolve data related issues during installation or conversion.
• Client Engagement & Support Respond to daily client service inquiries throughout the installation process.
• Communicate project updates, data requirements, and issue resolutions clearly and professionally.
• Support positive client experiences by ensuring timely and accurate deliverables.
• Project Coordination Manage installation and conversion tasks for large, complex client plans with minimal oversight.
• Work closely with managers, internal departments, and vendor partners.
• Ensure all milestones are met according to service standards.
• Collaboration & Guidance Partner with cross functional teams to ensure accuracy and consistency in client setup.
• Contribute to process improvements, documentation, and best practices.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed