Client Liaison Associate
2 weeks ago
Overview:
We are seeking a skilled and experienced Client Liaison Associate to join our team at Northwestern Mutual - Greater Chicago. As a Client Liaison Associate, you will play a critical role in building strong relationships with our clients and delivering exceptional service.
Salary:
The estimated salary range for this position is $55,000-$70,000 per year, depending on experience and qualifications.
Job Description:Your primary responsibilities will include handling case notes, processing correspondence, maintaining client case files, and ensuring the continuation of an efficient, effective, and organized office.
You will also be responsible for liaising between our financial representatives and clients, communicating with home office to supply or obtain information, and preparing/send forms for client signature.
Additionally, you will 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, and arrange medical, paramedical and any exams necessary for underwriting.
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