About the Job:
Primary point-of-contact and process expert for assigned field partners (financial reps, field leaders, network office team members) who engage in onboarding services. Responsible for expediting onboarding processes, negotiating resolutions, and providing proactive onboarding case consultation.
What You'll Do:
Initiate applications, enter data provided by the field, monitor and gather additional requirements during underwriting, and assist advisors with policy delivery - all with a high degree of accuracy.
Track status of applications as they move through various stages of application input, underwriting, and policy delivery.
Apply critical thinking and good judgment to resolve requests or issues related to risk applications; determine when to elevate those requiring more advanced knowledge.
Lead weekly calls with advisors subscribed to the service to give status updates or background information on ‘in process’ work as well as work through best practices with advisors so that they can fully leverage our services and Home Office technology.
Recommend and implement improvements to standard work and/or work processes.
Mentor less experienced staff in technologies and standard work.
Perform quality checks for peers and more junior staff.
De-escalate issues and conflicts while creating, maintaining, and reestablishing, when needed, confidence in HO resources.
Strong understanding of our business priorities and ability to identify process or technology enhancements that will improve our network office, advisor, field team member, and home office experience.
What You'll Bring to the Role:
Bachelor's degree in business or an equivalent combination of education and progressively responsible work experience.
Minimum of three years of financial services experience with demonstrated knowledge and understanding of Northwestern Mutual risk products, markets, technologies, and services.
1-2 years of experience preferred with field risk operations activities such as input, monitoring underwriting cases, and executing policy delivery tasks.
Highly motivated and self-directed with the ability to manage and prioritize concurrent assignments.
Strong customer service skills
Comfortable learning new technology and tools
Preferred – experience working with or as part of NM field force
Preferred – experience building new processes/process improvement
Ability to build relationships, apply knowledge across complex business areas, and effectively navigate the organization to solve problems and find solutions. Deals well with ambiguity.
Strong consultation, organizational and communication skills including ability to establish rapport.
Strong mentoring/coaching skills and the ability to lead development and training of junior team members.
Ability to influence without authority.
Demonstrated problem solving through analytical ability, judgment, and decision-making skills. Focuses on the best interest of the service experience while complying with all relevant laws, regulations and policies.
Demonstrated interpersonal, leadership, and verbal and written communication skills.
#LI-Hybrid
This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.Non-Registered Fingerprinted - FINRA
Compensation Range:
Pay Range - Start:
$65,440.00Pay Range - End:
$98,160.00Geographic Specific Pay Structure:
Structure 110:
$72,000.00 USD - $108,000.00 USDStructure 115:
$75,280.00 USD - $112,920.00 USDWe believe in fairness and transparency. It’s why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you’re living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.
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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.
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
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.
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.
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.
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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.