12 days old

Hardship Specialist (remote) - PRU000ZG

Moosic, PA 18507 Work Remotely
  • Job Code
Primary Location United States-Pennsylvania-Moosic

The Hardship Specialist is responsible for the accurate and timely processing of Hardship distributions and Unforeseen Emergency Withdrawals (both outsourced and non-outsourced) received from participants within Defined Contribution plans (401k, etc). In addition, the Hardship Specialist is responsible for outbound, and some inbound, phone communication with participants, discussing their requests. The role will involve the review of complex medical bills, real estate documents, mortgage documents and other types of documents from various industries, as well as the ability to use sound judgement in the decision-making process. The review and determination of qualification of supporting documentation is required for outsourced requests. This position is a non-exempt, job grade 13P, and therefore eligible for overtime.

Key Functions of the Position:
  • Candidate must have strong organizational and communication skills
  • Must have the ability to consistently meet individual quality and production standards and adhere to standard operating procedures
  • Strong interpersonal skills are required to successfully partner with other Hardship Specialists, Call Center and Relationship Managers.
  • The Hardship Specialist must be able to adhere to IRS guidelines, as well as standard operating procedures and plan rules.


  • Degree or 2 years of transaction processing experience in a fast-paced environment preferred
  • Attention to detail is critical
  • Knowledge of Microsoft Office is a plus
  • Must be able to gain a good understanding of banking, real estate and medical industries in order to appropriately interpret supporting documentation for approval of hardship withdrawal requests.
  • Overtime may be needed during peak volumes
  • Responsible for both inbound and outbound calls for participants requesting hardship and unforeseen emergency withdrawals
  • Ability to handle difficult calls and verbally communicate effectively with participants in very sensitive situations
  • Demonstrate a continuous sense of urgency on these time sensitive requests

@!*!Prudential is a multinational financial services leader with operations in the United States Asia Europe and Latin America. Leveraging its heritage of life insurance and asset management expertise Prudential is focused on helping individual and institutional customers grow and protect their wealth. The companys well-known Rock symbol is an icon of strength stability expertise and innovation that has stood the test of time. Prudential's businesses offer a variety of products and services including life insurance annuities retirement-related services mutual funds asset management and real estate services. For more information please visit www.prudential.com.

Prudential is not accepting unsolicited resumes from search firms for this open position unless contracted with Staffing. Agencies must work with Staffing as the primary point of contact and follow the Prudential application process to be considered for business. All resumes submitted by search firms to any employee at Prudential via-email Internet or directly to hiring managers in any form without a valid written search agreement in place for that position will be deemed the sole property of Prudential and no fee will be paid in the event the candidate is hired by Prudential.
Note: Any search agreement entered into with Prudential before January 2004 is null and void. Search firms are essential to the recruitment and staffing efforts at Prudential and we value the partnerships we have built with our preferred vendors. Prudential has established and regularly maintains a preferred vendor list and even preferred vendors need to have a written search agreement signed by the Director Recruiting Programs Staffing at Prudential in place for the specific position in order for a fee to be paid for any candidate referrals.
Job Posting:@false


Posted: 2020-11-19 Expires: 2020-12-19

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Hardship Specialist (remote) - PRU000ZG

Moosic, PA 18507

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