Contract, Licensing & Registration Senior Analyst, Distribution Services at Northwestern Mutual

Milwaukee, Wisconsin, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, InsuranceIndustries

Requirements

Associate/Bachelor degree or 3 years of customer service experience
1-2 years of financial services experience preferred
Ability to work a structured schedule for service coverage through a blend of 50/50% processing and phone work
Experience working in shared queue or operations system to document updates and action items
PC experience working with Microsoft Word, Outlook and other Microsoft Office software
Non-Registered Fingerprinted employee
Proven strong analytical and problem solving skills
Superior customer service skills with ability to address and successfully resolve complex and sensitive issues
Ability to successfully complete tasks in a timely and accurate manner in a high volume area
Ability to work independently to accomplish a variety of tasks
Ability to coach and provide guidance on core customer service topics

Responsibilities

Provides quality and timely customer service to field and home office staff on Contracting, Licensing, Registrations, Terminations and Support
Communicates with callers clearly in an open, direct, and timely manner
Answers questions that are routine, escalates calls as needed
Identifies the need for special handling and coordinates problem resolution, in addition to understanding the overall impact
Provides complete and accurate solutions to all customer needs with appropriate guidance
Under the direction of the Manager, Specialist, or Mentor, may handle more complex inquiries
Adheres to phone schedules in accordance with set standards
Gives and receives regular feedback/information in an open and positive manner
Helps others with additional casework as needed
Tries new ways of challenging the status quo and changing the way we work
Contributes to a positive environment by openly communicating new ideas/solutions, perspectives and experiences in team meetings, training sessions, 1x1s and huddles
Demonstrates behaviors that reflect and support company and department values, vision, and culture of learning/growth
Acts in a manner necessary to achieve organizational results (i.e., big picture)
Organizes work in a manner that allows team members to easily locate and complete casework when needed
Ensures written communication is professional, complete, timely, accurate and effective
Follows set procedures and standard work
Exhibits a commitment towards personal learning and growth
Takes initiative to learn topics outside of core responsibilities
Learns each job task within the division and provides back-up during vacations and high-volume periods

Skills

Customer Service

Contracting

Licensing

Registrations

Terminations

Problem Resolution

Communication

Northwestern Mutual

Provides financial security services, and wealth management

About Northwestern Mutual

Northwestern Mutual offers personalized financial planning, life insurance, and investment services, leveraging leading-edge technology to manage over $125 billion in client assets for more than 4.5 million clients.

Milwaukee, WisconsinHeadquarters

1856Year Founded

N/ACompany Stage

Consulting, Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Growing your Career

Compensation & Time Off

Insurance plans

Health Savings Account

Wellness programs & resources

401(k) plan and cash balance contributions

Risks

Fintech platforms like Carefull challenge traditional financial advisory services.

Internal competition may arise from Wellthi's focus on the Black community.

Customer dissatisfaction may grow due to increased retirement age expectations.

Differentiation

Northwestern Mutual maintains the highest financial strength ratings in the industry.

The company launched 'The Great Realization' campaign to refocus customer priorities.

Northwestern Mutual offers a unique Long-Term Advantage product with life insurance benefits.

Upsides

The aging population increases demand for retirement planning and long-term care solutions.

Partnerships with tech firms enhance Northwestern Mutual's data analytics capabilities.

Digital transformation in insurance leads to more personalized customer experiences.

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