Client Care Services Rep

2 days ago

Milwaukee, United States Northwestern Mutual Full time
At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference.

Primary Duties and Responsibilities

  • Delivers a personalized and remarkable experience for our clients by answering their questions, providing servicing options and helping them with their products or services in a call center environment.

  • Resolves inquiries and transactions from Financial Reps and clients on basic and intermediate (semi-complex) level calls and transactions and is learning to become proficient in complex work.

  • Researches and evaluates possible solutions to semi-complex problems that requires identifying root cause and some deviations from procedures

  • Takes ownership of calls and begins to anticipate future issues to avoid repeat calls and unnecessary call transfers

  • De-escalates client experience situations and applies skills learned in Effortless Experience training (CEB) to all situations.

  • Serves as a trusted advocate for our Financial Representatives and partners with them to meet the needs of our clients.

  • Embraces new technology, educates clients and Financial Representatives on our client website and self-service capabilities and understands risks and impacts that the transaction has on the client or policy.

  • Embraces change by keeping an open mind to new ideas, and readily adjusts to new or changing processes.

  • Embraces continuous improvement by identifying opportunities for improvement.

  • Fosters a professional relationship with our clients to enhance brand loyalty.

  • Handles phone and transactional responsibilities while adhering to strict confidentiality and privacy standards.

  • Multi-tasks between phone and casework/transactional duties with the high degree of accuracy and quality.

Qualifications

  • Associates degree in business or related field or equivalent combination of education and experience.

  • Minimum of 1 year related customer service experience with proven customer service skills.

  • Advanced knowledge of single risk product or process.

  • Basic understanding of multiple risk products or processes.

  • Basic understanding of financial planning.

  • Strong written and verbal communication skills.

  • Ability to multi-task and handle high volume of calls/case load with the greatest possible degree of accuracy.

  • Strong organization skills with the ability to prioritize tasks.

  • Ability to welcome change and embrace continuous improvement in a fast-paced work environment.

  • A strong desire to continuously learn and improve.

  • Strong problem-solving skills and ability to provide options.

  • Demonstrated computer experience with solid keyboarding skills and proficiency with current software packages.

  • Ability to navigate multiple systems and applications to complete standard requests.

  • Successful completion of any required testing.

#LI-Hybrid

This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.

Required Certifications:

Non-Registered Fingerprinted - FINRA

Compensation Range:

Pay Range - Start:

$19.71

Pay Range - End:

$29.57

Northwestern Mutual pays on a geographic-specific salary structure and placement in the salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity as well as the cost of labor in the market; and other conditions of employment. At Northwestern Mutual, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. Please note that the salary range listed in the posting is the standard pay structure. Positions in certain locations (such as California) may provide an increase on the standard pay structure based on the location. Please click here for additional information relating to location-based pay structures.

Grow your career with a best-in-class company that puts our client’s interests at the center of all we do. Get started now 

We are an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.

If you work or would be working in California, Colorado, New York City, Washington or outside of a Corporate location, please click here for information pertaining to compensation and benefits.


FIND YOUR FUTURE

We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and commitment to diversity and inclusion. 

  • Flexible work schedules
  • Concierge service
  • Comprehensive benefits
  • Employee resource groups
PandoLogic. Category:Finance, Keywords:Financial Broker, Location:Milwaukee, WI-53205

  • Customer Service Rep

    5 days ago

    Milwaukee, United States Truity Partners Full time

    Location: Milwaukee, Wisconsin Sector: Accounting Employment Type: Permanent Job ID: 40341 Date Added: 11/04/2024APPLY NOW View All Jobs Our client is an organization in the Milwaukee area looking for a Customer Service Rep. This company is looking for someone with 1+ years of experience, organized, and is highly motivated. This company provides a...

  • Customer Service Rep

    2 days ago

    Milwaukee, United States Truity Partners Full time

    Location: Milwaukee, Wisconsin Sector: Accounting Employment Type: Permanent Job ID: 40341 Date Added: 12/08/2024APPLY NOW View All Jobs Our client is an organization in the Milwaukee area looking for a Customer Service Rep. This company is looking for someone with 1+ years of experience, organized, and is highly motivated. This company provides a...

  • Customer Service Rep

    3 weeks ago

    Milwaukee, United States Truity Partners Full time

    Location: Milwaukee, Wisconsin Sector: Accounting Employment Type: Permanent Job ID: 40341 Date Added: 11/25/2024 APPLY NOW View All Jobs Our client is an organization in the Milwaukee area looking for a Customer Service Rep. This company is looking for someone with 1+ years of experience, organized, and is highly motivated. This company provides a...

  • Outside Sales Rep

    4 weeks ago

    Milwaukee, United States Jobot Full time

    Job DescriptionJob DescriptionAwesome Outside Sales Rep Covering Wisconsin Territory! Great Opportunity to join a wonderful organization!This Jobot Job is hosted by: Shane BennettAre you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.Salary: $95,000 - $100,000 per yearA bit about us:Join a leading foundry manufacturer...

  • Guest Services Associates

    6 months ago

    Milwaukee, United States Milwaukee Repertory Theater Full time

    Job Type Part-time Description Milwaukee Rep seeks Guest Services Associates (GSA's) for the 2023/24 Season. Associates are trained and assigned to work at the Guest Services Desk and the Gift Shop in our largest theater venue, the Quadracci Powerhouse Theater. In addition, GSA's will serve as a Front of House representative for Milwaukee Rep at our annual...

  • Client Service Associate

    1 week ago

    Milwaukee, United States Accelerate Professional Talent Solutions Full time

    A Client Service Associate job in Milwaukee, WI is available through Accelerate Professional Talent Solutions. This is a fully onsite role in downtown Milwaukee in a small team-oriented office environment that is newly created due to company growth. This role requires candidates to have 4+ years of strong client service experience and excellent communication...

  • Client Service Associate

    2 weeks ago

    Milwaukee, United States Accelerate Professional Talent Solutions Full time

    A Client Service Associate job in Milwaukee, WI is available through Accelerate Professional Talent Solutions. This is a fully onsite role in downtown Milwaukee in a small team-oriented office environment that is newly created due to company growth. This role requires candidates to have 4+ years of strong client service experience and excellent communication...

  • Client Service Expert

    2 weeks ago

    Milwaukee, Wisconsin, United States SEEK Careers Staffing Full time

    Job OverviewWe are seeking a highly motivated and customer-focused individual to join our team as a Client Services Representative. As a Client Services Representative, you will play a crucial role in ensuring our clients receive exceptional service and support throughout their journey with our company.

  • AVP of Client Services

    2 days ago

    Milwaukee, United States BairesDev Full time $50,000

    At BairesDev, we've been leading the way in technology projects for over 15 years. We deliver cutting-edge solutions to giants like Google and the most innovative startups in Silicon Valley.Our diverse 4,000+ team, composed of the world's Top 1% of tech talent, works remotely on roles that drive significant impact worldwide.When you apply for this position,...

  • AVP of Client Services

    2 days ago

    Milwaukee, United States BairesDev Full time $50,000

    At BairesDev, we've been leading the way in technology projects for over 15 years. We deliver cutting-edge solutions to giants like Google and the most innovative startups in Silicon Valley.Our diverse 4,000+ team, composed of the world's Top 1% of tech talent, works remotely on roles that drive significant impact worldwide.When you apply for this position,...

  • Client Services Associate

    1 week ago

    Milwaukee, United States Expert Institute Full time

    Company Description Expert Institute is the nation's leading expert consulting and insights platform, helping plaintiff firms win more cases and increase their profitability. Established in 2010, Expert Institute has supported over 5,000 firms nationwide across all areas of practice. We connect litigators with top industry experts, innovative litigation...

  • Client Services Associate

    1 week ago

    Milwaukee, United States Expert Institute Full time

    Company DescriptionExpert Institute is the nation's leading expert consulting and insights platform, helping plaintiff firms win more cases and increase their profitability. Established in 2010, Expert Institute has supported over 5,000 firms nationwide across all areas of practice.We connect litigators with top industry experts, innovative litigation...

  • Client Services Coordinator

    1 week ago

    Milwaukee, Wisconsin, United States Connect Search, LLC Full time

    Connect Search, LLC is seeking a Client Services Coordinator to join their team in Milwaukee, WI. This contract-to-hire position offers a competitive hourly rate of $23-$27, based on experience.Job Summary:The Client Services Coordinator will be responsible for managing a caseload of participants, conducting one-to-one meetings, and tracking progress using...

  • Critical Care Nurse Position

    2 weeks ago

    Milwaukee, Wisconsin, United States HealthEcareers - Client Full time

    We are seeking a dedicated and skilled Registered Nurse to join our team in Milwaukee, Wisconsin. As a Critical Care Nurse, you will be working in a dynamic environment where no two days are the same.About the JobThis position offers a challenging and rewarding opportunity for an experienced Progressive Care Unit (PCU) RN to make a meaningful contribution to...

  • Care Worker

    2 months ago

    Milwaukee, Wisconsin, United States Essential Life Home Care Services LLC Full time

    Job Title: Care WorkerAt Essential Life Home Care Services LLC, we are seeking a compassionate and dedicated Care Worker to join our team. As a Care Worker, you will play a vital role in providing essential care and support to our clients, enabling them to live independently and safely in their own homes.Key Responsibilities:Assist with bathing, dressing,...

  • Critical Care Nurse for Progressive Unit

    2 weeks ago

    Milwaukee, Wisconsin, United States HealthEcareers - Client Full time

    Are you a skilled Critical Care nurse looking for a new challenge? HealthEcareers - Client is seeking a travel nurse RN for a PCU - Progressive Care Unit position in Milwaukee, Wisconsin.About the OpportunitySpecialty: PCU - Progressive Care UnitDiscipline: RNDuration: 11 weeks36 hours per weekShift: 12 hours, daysEmployment Type: TravelThis is a unique...

  • Account Rep III

    2 days ago

    Milwaukee, United States Medical College of Wisconsin Full time

    Account Rep III - Commercial Requisition ID #: 35043 Job Category: Medical Billing Employment Type: Full Time Experience Level: Experienced (non-manager) City, State: Milwaukee, WI Work Location: Research Park Center Department: Clinical...

  • Account Rep III

    2 days ago

    Milwaukee, United States Medical College of Wisconsin Full time

    Account Rep III - Commercial Requisition ID #: 35043 Job Category: Medical Billing Employment Type: Full Time Experience Level: Experienced (non-manager) City, State: Milwaukee, WI Work Location: Research Park Center Department: Clinical...

  • Treatment Program Manager for Youth Care Services

    2 weeks ago

    Milwaukee, Wisconsin, United States Wisconsin Community Services Full time

    Job OverviewWe are seeking an experienced Treatment Program Manager to lead our youth care services team. In this role, you will be responsible for supervising and assessing staff, ensuring the emotional and behavioral health needs of our clients are met, and providing guidance on treatment plans.About UsWisconsin Community Services is a nonprofit...

  • Customer Service Representative

    2 weeks ago

    Milwaukee, United States Ajilon Full time

    Ajilon - JobID: B91F178C-7C2B-41E8-9918-A4551B2777AC [Customer Service Representative] As a Customer Service Rep at Ajilon, you'll: Address member inquiries, questions and concerns in all areas including products, tracking numbers, updating customer profiles, etc; Verify customer billing information and shipping address; Function efficiently and productively...