Insurance Operations Position

4 weeks ago


Watertown, United States TalentNest On Demand Full time
Job DescriptionJob Description

ABOUT THE POSITION:

This Insurance Operations position will assist Financial Advisors and the Director of Operations. Prior experience with Northwestern Mutual or it's advisors is required. As a team, we provide our clients with the highest level of care, concern, and service.

The responsibility is to assist financial advisors with new business processing from beginning to end, as well as all client service-related requests & issues.

Strong familiarity with the following applications are expected: Advisor Desktop/CRM/Docket/CSS/Illustrations/Work Manager

This position compensation is based on two possiblities: Hourly or per diem.

Hourly rates are $15 - $25 based on credentials & tenure

Part time/Full time position/Per Diem: to be discussed

WHAT WERE LOOKING FOR: Resourceful Self Motivated Effective Communication Integrity


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