Associate, Client Service Operations

Base pay range

$55,000.00/yr - $65,000.00/yr

Company

Description:

Northwestern Mutual is a leading financial services company that has been helping families and businesses achieve financial security for over 160 years. With a focus on both insurance and investments, Northwestern Mutual offers a big-picture approach to guide clients towards their financial goals. The company has over $265 billion in assets and delivers financial security to more than 4.5 million people.

Northwestern Mutual is committed to continuing to grow its team in Florham Park, NJ.

Role

Description:

We are looking for a Sales Execution & Financial Planning Associate to support our team of Financial Representatives and deliver financial security to their clients through a comprehensive planning process that integrates risk and investment products. This role encourages The Agency's growth by providing planning and integrated operations support. This individual will act as a liaison between the Home Office, Financial Representative and Clients

• Establish and Cultivate Trusting Relationships with New and Existing Clients Serve as Main Point of Contact for Scheduling & Client Service Needs
• Assisting with New Business Insurance & Investment Applications, and Follow-Through While Maintaining Relationships with Clients, Financial Representatives and Home Office on Requirements & Information Needed

Manage underwriting process which includes providing, or collaborating with others to provide:

• Pre-filling applications
• Pre-checking applications for completeness and accuracy
• Submitting applications
• Scheduling requirements and medical exams
• Monitoring of the Daily Status Report (DSR) and taking action on cases needing attention
• Creating & Maintaining Compliant Client Files

PROPOSAL & CASE PREPARATION:

• Preparing & Modifying Financial Plans & Illustrations in Accordance to The Agency's Planning Philosophy
• Assist Financial Representatives in the Development & Delivery of Financial & Wealth Management Strategies that Address Each Client's Specific Needs & Goals
• Thoroughly Understand & Utilize The Company's Financial Planning Tools

OFFICE SUPPORT:

• Manage & Track Financial Representative Production through The Company's Reporting Tools
• Provide Backup Support to Receptionist Including Managing Incoming Calls & Mail, Welcoming Guests, and Helping with ad hoc Administrative Requests from Leadership Team & Financial Representatives

DESIRED SKILLS AND

QUALIFICATIONS:

• 2-5 years experience in insurance/New Business/Underwriting Support
• Life and Health Licensed (Preferred)
• Strong Attention to Detail, Accuracy and Reliability with the Ability to Thrive in a Fast-paced Environment
• Extreme Organizational Abilities
• Ability to Prioritize Various Daily Demands
• Solid Problem-Solving Skills
• Great Customer Relationship and Customer Service Skills
• Proactive and Coachable
• Committed to Professional Development (e.g. licensing, registration, designations)
• Desire to work in the Financial/Insurance Industry - Experience Preferred

Associate

Full-time

Customer Service, Consulting, and Production