Investment Client Srvcs Analyst

NORTHWESTERN MUTUAL LIFE INSURANCE

FRANKLIN, WI

JOB DETAILS
LOCATION
FRANKLIN, WI
POSTED
30+ days ago
JOB REQUIREMENTS: Open to Remote. If local to Franklin, WI, 3 days
onsite (M, T, W) will be required. Primary Duties & Responsibilities:
Delivers a personalized and remarkable experience for our clients by
answering their questions, providing servicing options, and helping them
with their products or services in a call center environment. Expert at
resolving inquiries and transactions from Financial Reps and clients on
basic, intermediate (semi-complex), calls and transactions in a
registered area and proficient at complex work. Researches and evaluates
possible solutions to complex problems that requires identifying root
cause and deviation from procedures and handles escalation resolution
Regularly promotes client retention and identifies opportunities for the
field to build existing relationship, knows when to refer back to the
field for follow up Takes ownerships of calls and anticipates future
issues to avoid repeat calls and unnecessary call transfers Ability to
de-escalate client experience situations effectively while guiding
clients through complex and unique inquiries. Serves as a trusted
advocate for our Financial Representatives and partners with them to
meet the needs of our clients. Embraces new technology and serves as an
advocate for website and self-service capabilities by educating clients
and field. Understands risks and impacts that the transaction has on the
client or policy. Understands how systems connect to processes and
outcomes. Supports digital savvy capabilities in self and
others/Understands how to explain system limits and capabilities to
others. Lead others through change (help others adapt to changing
environments and accept new situations) Works effectively with
unstructured teams, situations or environment Fosters a professional
relationship with our clients to enhance brand loyalty Handles phone and
transactional responsibilities while adhering to strict confidentiality
and privacy standards Coach, mentor or train others as needed
Qualifications: Associates degree in business or related field or
equivalent combination of education and experience Minimum of 4 years
related customer service experience with proven customer service skills
Expert knowledge of investment or income products or markets (i.e.VA,
VL, VUL, Retirement & Business markets) An expert understanding of tax
implications Advanced written and verbal communication skills Ability to
multi-task and handle high volume of calls/case load with the greatest
possible degree of accuracy Strong organization skills with the ability
to prioritize tasks. A strong desire to continuously learn and improve
Strong problem-solving skills and ability to provide options
Demonstrated computer experience with solid keyboarding skills and
proficiency with current software packages Nice to have: Series 6/7/63
Flexible to work an 8-hour shift between 7 am and 6 pm CT.
#LI-RemoteThis... For full info follow application link. EEO/AA
Employer/Vets/Disability * APPLICATION INSTRUCTIONS: Apply
Online: ipc.us/t/082CD064684D49BD Qualified females, minorities, and
special disabled veterans and other veterans are encouraged to apply.

About the Company

N

NORTHWESTERN MUTUAL LIFE INSURANCE

Who We Are

What we believe.

We believe relationships are built on trust. That our lives and our work matter. And that doing what’s right is good for everyone — our clients, our employees, our financial representatives and our communities.
These beliefs launched our company nearly 160 years ago. Today, they’re just a few of the reasons why people choose to build careers at Northwestern Mutual.

We’re known for our financial strength.

That means we’ll be here for the millions of people who are counting on us—our clients, our employees, our financial representatives and our communities.

We care.

We make a positive difference in our communities. Nationally, thousands have benefited from our support of research and programs to fight childhood cancer. Each year, our Foundation, employees and financial representatives donate time, talent and financial support to causes they’re passionate about.


Why Work Here

We’re strong and growing.

In a company with such a long and storied history, this may be the most exciting and important time to be a part of Northwestern Mutual. We’re strong, innovative and growing. And we want you to grow with us.

We invest in our people.

We provide opportunities for employees to grow themselves, their careers, and, in turn, our business. Movement around the company is encouraged and we help our people build meaningful, long-term careers.

Be part of building our future.

We’re expanding our campus in downtown Milwaukee overlooking Lake Michigan. The Northwestern Mutual Tower and Commons will include a state-of-the-art employee Learning Institute, and will feature a natural light-filled, 21st century work environment. This signature development reinforces our commitment to job growth, attracting top talent and drawing new business to Milwaukee.

Enjoy Milwaukee.

Located on beautiful Lake Michigan, Milwaukee offers a perfect balance of big city and small town living. Home to Summerfest, the world’s largest music festival, Milwaukee has a thriving music scene, a celebrated annual film festival and vibrant performing arts community. Professional sports teams include the Milwaukee Brewers, Milwaukee Bucks and other major teams. And outdoor family fun is easy here. An extensive urban bike path network links our lakefront parks, beaches and other recreational hotspots.


Our Culture

We are always evolving.

At Northwestern Mutual, our employees, and our business, are always evolving. We are agile and continuously learning and improving. We have a work environment that empowers problem solving and encourages innovation—you will make an impact here.

We do what’s right.

Our “do-what’s-right” value is pervasive. We ask ourselves: “Is this in the best interest of our clients? Our employees? Our financial representatives?” Acting on this value improves our clients’ experience, and makes Northwestern Mutual a better place to work.

We recognize and develop possibilities in our people.

Onsite training and leadership development programs help employees succeed and grow. We also sponsor learning opportunities outside the company to help employees stay current in their fields, network with peers and gain external perspective.

Diversity makes us better.

We believe diversity and inclusion cultivate creativity, innovation and a better experience for our clients. That’s why we recruit and grow people who bring unique perspectives, ideas, beliefs and cultural backgrounds.

COMPANY SIZE
5,000 to 9,999 employees
INDUSTRY
Financial Services
FOUNDED
1857
WEBSITE
https://www.northwesternmutual.com/