Business Operations Associate
1 month ago
Northwestern Mutual is among the top financial services companies in the industry, helping clients achieve financial security for over 160 years. Our mission is to empower our advisors and clients to reach their dreams. We believe our relationships drive us. And our culture of respect, integrity and belonging strengthens us, and our work. Northwestern Mutual Annapolis is looking for a Business Operations Associate to join our team. If you align with our core values, we want you to grow with us. We invest in our people and provide opportunities for employees to grow themselves, their career and in turn, our business.
Function of the Business Operations Associate:
Manage the insurance needs of advisors and clients post sale to help increase advisor productivity and profitability. The Business Operations Associate oversees and communicates inventory needs, plans for policy owner service requests, and recommends changes and potential opportunities when able.
Responsibilities of the Business Operations Associate:
Manage underwriting process which includes providing, or collaborating with others to provide:
- Pre-filling applications
- Pre-checking applications for completeness and accuracy
- Submitting applications
- Scheduling requirements and medical exams
- Monitoring of the Daily Status Report (DSR) and act on cases needing attention.
- Process and/or collaborate with others to complete risk product (POS) service requests such as name and address changes, beneficiary changes, updates to Insurance Service Accounts to facilitate the collection of payments, reconsiderations, etc.
Prepare and manage client communications including:
- Facilitation of underwriting requirements
- Answer basic client questions.
- Delegate call to appropriate staff specialist
- Gather client information on behalf of staff specialist
Case Management:
- Coordinate and prepare for weekly inventory meetings & underwriting meetings with advisors
- Learn about and track representative forum/premium/lives goals
- Prepare, or collaborate with others, to develop consistent services to advisors
Characteristics of the Business Operations Associate:
- Demonstrated leadership to motivate and hold others accountable
- Excellent oral and written communication skills
- Demonstrated organizational skills, ability to multitask and time management skills with ability to set priorities and meet deadlines
- Set priorities and meet deadlines
- Strong attention to detail with the ability to work with a high degree of accuracy
- High degree of initiative
- Ability to work in a fast-paced environment
- Ability to maintain confidentiality
Qualifications of the Business Operations Associate:
- Health and Life license or gain licensing within 3 months of employment
- Financial Services Industry experience preferred
- Customer or Client Service experience preferred
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