Associate Financial Representative Assistant

1 week ago


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

**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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