Administrative Support team member

4 weeks ago

Skokie, United States Northwestern Mutual - Greater Chicago Full time
Job DescriptionJob Description

Overall Function

The Associate Financial Representative (AFR) specializes in client service and supporting the financial representative as he/she focuses on building his/her practice and client relationships. This role is not a sales position. An AFR also ensures the continuation of an efficient, effective and organized office. This individual is a liaison between the financial representative and clients. Specific responsibilities may include but are not be limited to:

Support

  • Handle case notes, process correspondence and maintain client case files.
  • File new statements, account forms and other insurance/investment-related materials
  • Answer client calls as appropriate
  • Input data, create proposals and gather information at direction of financial representative in preparation for client/prospect meeting
  • Contact clients to gather information and schedule insurance medical exams
  • Contact clients to confirm receipt of forms or request return of completed form and maintain current client information
  • Monitor Daily Status Report (DSR) and expedite any additional underwriting requirements
  • Communicate with home office to supply or obtain information
  • Prepare/send forms for client signature
  • Prepare policies for delivery

Client Service Support | Life Insurance

  • Participate with the support of employing financial representative in various activities of the sales cycle for non-securities products
  • Call clients to complete insurance related applications
  • Review insurance applications, conversions and policy changes for completeness and accuracy
  • Arrange medical, paramedical and any exams necessary for underwriting
  • Provide current status and account values for insurance related accounts
  • Contact and advise clients regarding late payments and other sales and service related issues
  • Process related insurance service requests from clients (address changes, bank change information, loan requests and ISA service inquiries)

Qualifications

  • A positive attitude and great team member
  • Health and Life licensed or gain licensing within 6 months of employment
  • 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 proactively identify what needs to be accomplished and take action as appropriate
  • Ability to embrace change and work in a fast-paced environment
  • Ability to work both independently and in a team

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