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 Seniority level Associate Employment type Full-time Job function Customer Service, Consulting, and Production #J-18808-Ljbffr Northwestern Mutual Group