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Operations Associate

3 months ago

Minneapolis, United States Northwestern Mutual Full time
Job DescriptionJob DescriptionSalary:

We believe deeply in what we do at Northwestern Mutual – Minneapolis.  Our mission is Securing Futures, Enhancing Lives and Creating Legacies for businesses and individuals throughout Minnesota, and the country.  We do this through helping our clients plan for their financial future so they can realize their dreams.  We are looking for individuals to join our company that live by our core values:

 

Integrity - Strict adherence to moral and ethical principles
Growth - Commitment to improving and challenging ourselves personally and professionally
Commitment - Fulfilling our promises
Professionalism - Displaying the highest degree of appearance, communication, relentless preparation and expertise
Personal Responsibility - Taking accountability for our own actions and results

 

The Operations Associate role provides new Financial Representatives (FRs) with full-time administrative support to allow the new FR to spend more time in front of current clients and prospective clients.  This role requires strong communication skills, attention to detail, and the ability to prioritize competing deadlines.  This hybrid role requires a minimum of three days in office per week.  Specific responsibilities include:

 

 Sales Cycle Support 

  • Provide new FRs with administrative support to allow them to focus on developing new business
  • Conduct weekly meetings with the new FRs
  • Manage cases through the underwriting process: pre-check and submit applications, take initiative to follow up on needed items to complete underwriting, coordinate medical exams, communicate with clients, and prepare delivery kit
  • Proactively communicate to new FR on action items for their open cases
  • Assist new FR with data management: Input client data in CRM software, organize electronic client files, update notes and tasks, update opportunities list
  • Coordinate with FR for completion of investment applications
  • Process policy owner service requests (i.e., address changes, name changes, etc.)

Development Support 

  • Communicate with Development Team regarding FRs technology and best practices adoption
  • Work 1:1 with new FRs to support the daily habits needed for sales cycle execution
  • Collaborate with other shared-services departments to ensure the new FR is utilizing all supporting resources available to them
  • Support implementation and adoption of technology, and help hold the new FRs accountable to using the programs designed to support them
  • Run and review reports as needed

 Preferred Qualifications

  • Minnesota Life Accident and Health License, or ability to sit for exam within first 60 days of employment
  • Bachelor’s degree or equivalent experience
  • Excellent problem-solving skills
  • Time management skills
  • Ability to work effectively with people at all levels
  • High degree of organizational skills and attention to detail
  • Excellent written and oral communication skills
  • Ability to maintain a high degree of confidentiality
  • Ability to demonstrate a high level of professionalism