Associate Financial Representative Assistant
1 week ago
**Job Title:** Administrative Support Team Member - Client Service Specialist
**Company:** Northwestern Mutual - Greater Chicago
**Job Summary:**
We are seeking a highly organized and detail-oriented Administrative Support Team Member - Client Service Specialist to join our team. As a key member of our support team, you will provide exceptional client service and administrative support to our financial representatives, ensuring the smooth operation of our office.
**Key Responsibilities:**
- Provide administrative support to financial representatives, including handling case notes, processing correspondence, and maintaining client case files.
- File new statements, account forms, and other insurance-related materials.
- Answer client calls and respond to inquiries in a timely and professional manner.
- Input data, create proposals, and gather information at the direction of financial representatives in preparation for client/prospect meetings.
- Contact clients to gather information and schedule insurance medical exams.
- Contact clients to confirm receipt of forms or request return of completed forms and maintain current client information.
- Monitor the Daily Status Report (DSR) and expedite any additional underwriting requirements.
- Communicate with the home office to supply or obtain information.
- Prepare and send forms for client signature.
- Prepare policies for delivery.
**Client Service Support:**
- Participate with the support of employing financial representatives 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.
- Arrange medical, paramedical, and any exams necessary for underwriting.
- Provide current status and account values for insurance-related accounts.
- Contact and advise clients regarding late payments and other sales and service-related issues.
- Process related insurance service requests from clients (address changes, bank change information, loan requests, and ISA service inquiries).
**Qualifications:**
- A positive attitude and great team member.
- Health and Life licensed or gain licensing within 6 months of employment.
- Experience in administrative support or customer service, preferably in the financial services and/or insurance industry.
- Excellent oral and written communication skills.
- Familiarity with Microsoft applications and data entry and information retrieval software.
- Demonstrated organizational and time management skills and ability to multitask, set priorities, and meet deadlines.
- Strong attention to detail with the ability to work with a high degree of accuracy.
- Ability to proactively identify what needs to be accomplished and take action as appropriate.
- Ability to embrace change and work in a fast-paced environment.
- Ability to work both independently and in a team.
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