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Client Services Administrative Associate

2 months ago

Skokie, Illinois, United States Northwestern Mutual - Greater Chicago Full time
Job Overview

Position: Client Services Administrative Associate

Company: Northwestern Mutual - Greater Chicago

Role Summary

The Client Services Administrative Associate plays a vital role in enhancing client satisfaction and supporting the financial advisor in developing their practice and client relationships. This position is not focused on sales but rather on ensuring a well-organized and efficient office environment. The associate acts as a crucial link between the financial advisor and clients.

Key Responsibilities

  • Manage case documentation, process communications, and maintain client records.
  • Organize new statements, account forms, and other relevant financial materials.
  • Respond to client inquiries via phone as necessary.
  • Input data, prepare proposals, and collect information as directed by the financial advisor in advance of client meetings.
  • Reach out to clients to collect necessary information and schedule required examinations.
  • Confirm receipt of forms with clients and request the return of completed documents while keeping client information up to date.
  • Monitor the Daily Status Report (DSR) and facilitate any additional underwriting needs.
  • Coordinate with the home office to provide or gather essential information.
  • Prepare and send documents for client signatures.
  • Organize the delivery of policies to clients.

Client Service Support | Insurance

  • Assist the financial advisor in various stages of the sales process for non-securities products.
  • Contact clients to finalize insurance applications.
  • Review insurance applications, conversions, and policy modifications for thoroughness and accuracy.
  • Arrange necessary medical examinations for underwriting purposes.
  • Provide clients with updates on their insurance accounts and values.
  • Advise clients regarding overdue payments and other service-related matters.
  • Process client requests related to insurance services, including address changes and loan inquiries.

Qualifications

  • Possess a positive attitude and be a collaborative team player.
  • Hold a Health and Life license or be willing to obtain one within six months of employment.
  • Have experience in administrative support or customer service, ideally within the financial services or insurance sectors.
  • Exhibit excellent verbal and written communication abilities.
  • Be proficient in Microsoft Office applications and data management software.
  • Demonstrate strong organizational skills, time management, and the ability to prioritize tasks effectively.
  • Show attention to detail and the capacity to work with a high level of accuracy.
  • Proactively identify tasks and take appropriate actions.
  • Adapt to change and thrive in a dynamic work environment.
  • Work effectively both independently and as part of a team.