Financial Representative Assistant

Overall Function:

The financial representative assistant specializes in client service to ensure the maintenance of an efficient, organized office that allows the representative to focus his/her energy on building client relationships. The assistant is a liaison between the home office, financial representative, network office support team and clients. Specific responsibilities may include but are not limited to:

Support

• Handle case notes, process correspondence and maintain client case files.
• Answer telephone calls and direct them as appropriate.
• Contact clients to set up follow-up meetings with representative.
• Contact and follow up with clients regarding policy approval and policy change documents.
• Maintain current client information.
• Monitor Daily Status Report (DSR) and expedite any additional underwriting requirements.
• Communicate with home office as needed to supply or obtain information.
• Prepare policies for digital delivery.
• Prepare and gather information for illustrations at direction of financial representative in preparation for client meetings.

Client Service Support | Non-Securities Products

(Non-securities refers to Northwestern Mutual portfolio, fixed or non-variable insurance/products)

• Review insurance applications, conversions and policy changes for completeness and accuracy and return to representative for any missing information.
• Arrange medical, paramedical and any exams necessary for underwriting.
• Contact clients regarding late payments.
• Create and maintain client folders on one-drive.

Qualifications:

• Experience in administrative support or customer service, preferably in the financial services and/or insurance industry
• Excellent oral and written communication skills
• Familiarity with Microsoft applications and data entry and information retrieval software
• Demonstrated organizational and time management skills and ability to multitask, set priorities and meet deadlines
• Strong attention to detail with the ability to work with a high degree of accuracy
• Ability to work in a fast-paced environment
• Ability to work both independently and on a team
• Ability to maintain confidentiality
• Continue insurance education through schools, academies, licenses, registrations, and designations