What are the responsibilities and job description for the Workflow Manager position at Northwestern Mutual?
Overall Function
- Manage the business operations of a financial representative’s office to enhance productivity and profitability. The Workflow Manager anticipates the needs of the office, plans for its development with the employing representative, recommends necessary changes and takes independent action in his/her areas of authority.
- Specific responsibilities include but are not limited to:
Support
- Oversee operational procedures for all aspects of a financial representative’s business including coordinating communication and workflow between representative and staff
- Document and manage opportunity process.
- Maintain office and employee standards.
- Maintain adequate coverage through cross-training.
- Maintain job descriptions for each staff position.
- Maintain employee handbook
- Preparation prior to client/prospective client meetings, other than standard annual review
o Review file contents and case notes
o Gather documents per need, file organization
o Run ledgers and PX
o Print and review all necessary paperwork and agendas
o Complete filling requests
- Coordination between representatives and home office regarding:
o Sales support
o Compensation and credit
o In force marketing
o Research for exceptional circumstances
- First client communications
o Answer basic client questions
o Delegate call to appropriate staff specialist
o Gather client information on behalf of staff specialist
- Handle all complex service issues such as MCB, variable insurance re-allocations, reconsiderations
- Coordinate and prepare for staff meetings.
- Maintain compliance standards
- Document, handle and delegate all transcriptions from representatives.
- Dispense all home office communications to staff and representatives including:
o NMIS communications
o LINKnet tech alerts and news bulletins
- Track representative forum/premium/lives goals
- Maintain FR websites
- Inform staff and representatives of educational opportunities.
- Manage email inbox and telephone communications
- Sustain a positive, enthusiastic, and professional office atmosphere for clients, representatives and colleagues.
Qualifications
- Associate Financial Representative contract required
- Financial Service or Insurance industry experience preferred
- Demonstrated leadership to motivate and hold others accountable
- Computer experience and/or data entry
- Customer service experience
- Excellent oral and written communication skills
- Demonstrated organizational skills, ability to multi task and time management skills with ability to
- Strong attention to detail with the ability to work with a high degree of accuracy
- High degree of initiative
- Ability to be diplomatic
- Ability to be flexible and open-minded
- Ability to work in a fast-paced environment
- Ability to maintain confidentiality
- Team oriented
Job Type: Part-time
Pay: $20.00 - $25.00 per hour
Expected hours: 20 – 24 per week
Compensation Package:
- Hourly pay
Schedule:
- Day shift
Ability to Commute:
- Keene, NH 03431 (Required)
Ability to Relocate:
- Keene, NH 03431: Relocate before starting work (Preferred)
Work Location: In person
Salary : $20 - $25
