Client Srvcs Casework Analyst (NRF

What You'll Do Reconciles inaccurate or conflicting customer information through our DICE (Digital Integrated Customer Experience) processing (e.g. date of birth, spelling of name, address, social security number). Utilizes various systems to locate and update client data based on correspondence that was returned to NM as undeliverable. Basic knowledge of risk products and billing accounts. Understanding of the implications a transaction will have on a policy or billing account. Understanding of options available to illustrate, as well as analyzing policy illustrations for accuracy. Communicates with clients and the field by phone and email. Reviews training manual, when necessary, to ensure appropriate handling of all types of work. Follows standard work process to ensure that hourly target is consistently met. Analyzes and redistributes all cases by correctly identifying problems and issues, then determining the requirements needed, ensuring redistribution in good order. Expected to take action for completing the tasks above and is accountable for the quality of work being done. Processes a variety of standard work items. Team Responsibilities Responsible for adding value to the team and maintaining positive relationships with team members by exchanging useful information, providing feedback, submitting process improvement ideas, and sharing knowledge in team meetings. Manages and prioritizes work so team members can easily support each other when necessary. What You'll Bring To The Role High School diploma required. One year of customer service experience or experience analyzing data. Ability to handle a large volume of work accurately and promptly; strong organizational skills required. Demonstrated data entry skills, keyboarding, and ability to navigate through multiple systems. Ability to use Microsoft Windows. Ability to analyze and interpret technical data. Effective communication skills. Demonstrated ability to solve problems independently. Customer service experience is preferred. Skills You Have Adaptive Communication – Formulates strategies to convey complex information to technical and non‑technical audiences. Analytical Thinking – Organizes and compares data, uses quantitative analysis to identify key issues and improve processes. Attention to Detail – Spot and correct errors before they are found and surpass quality expectations. Case Management – Communicates status, manages requirements, and answers client questions. Quality Acumen – Demonstrates thorough understanding of the domain, follows industry standards, and implements best practices. Compensation Range Pay Range – Start: $20.51 Pay Range – End: $30.76 Benefits Flexible work schedules Concierge service Comprehensive benefits Employee resource groups This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form. Non-Registered Fingerprinted – FINRA. Northwestern Mutual is an equal opportunity employer that welcomes talented individuals of all backgrounds. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives. #J-18808-Ljbffr Northwestern Mutual