What are the responsibilities and job description for the Lead Client Service Associate position at Northwestern Mutual?
Recognized by Forbes magazine as a Top Best-in-State Financial Security Professional, our financial practice’s mission is to build long-term client relationships that inspire confidence, optimism, and happiness by guiding individuals and businesses to achieve total clarity around their financial lives. We do this by living out our core values every day.
- Get the job done
- Do it right
- Execute with Speed
- Work with Conviction, Energy and Enthusiasm
- High level of service.
Our team is growing and looking to add a Lead Client Service Associate in our downtown Minneapolis office located at 225 South 6th Street, Suite # 4500 Minneapolis, MN - 55402. This established practice seeks a dedicated, dependable person with an active interest in the financial services industry with a strong background of insurance and customer service. This fast-paced office handles life & disability insurance, investments, annuities, and financial planning services for both businesses and individuals.
Responsibilities include but are not limited to:
- Sit alongside advisor in meeting and assist in gathering relevant client information.
- Facilitate and assist in the creation of financial plans, insurance proposals & data gathering.
- Liaison between advising team, insurance companies, and clients.
- Appointment scheduling, confirmations, and meeting preparation.
- Manage client correspondence, notes, and files, and maintain compliant client records.
- Client services (application paperwork, schedule medical exams, electronic signatures, submissions, underwriting, communication).
- Process incoming client service requests including but not limited to processing address changes, bank changes, beneficiary changes, loan requests, and account inquiries.
- Help client set up access to online account portal & help adopt digital platform.
- Project management (ex: marketing) and administrative tasks.
Qualifications
- 2 years of financial industry experience required
- Life, accident & health insurance license required
- Skilled at prioritizing work and staying organized to meet deadlines
- Proactively addresses issues and collaborates with the team
- Excellent oral and written communication skills
- High attention to detail and accuracy
- Willingness to learn and grow within the role and team
- Desire to serve clients with kindness and professionalism
Benefits
- Employer 401k with profit sharing
- Group Medical, Dental, Vision
- PTO & holidays
- Parking
- Flexible hybrid schedule, if desired
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI.
