Associate, Client Service Operations

Northwestern Mutual; Florham Park (NJ); On-site; USD 55,000 - 65,000; Full time

Job summary

A leading financial services company in Florham Park, NJ is seeking a Sales Execution & Financial Planning Associate. This full-time role requires establishing client relationships, assisting in financial planning processes, and managing underwriting operations. Candidates should have 2-5 years in insurance support, strong organizational skills, and a proactive approach. Life and Health licensing is preferred, and a commitment to professional development is encouraged.

Qualifications

• 2-5 years experience in insurance/New Business/Underwriting Support.
• Life and Health Licensed (Preferred).
• Desire to work in the Financial/Insurance Industry.

Responsibilities

• Establish and cultivate trusting relationships with new and existing clients.
• Assist Financial Representatives in developing financial strategies.
• Manage underwriting process including application submissions and monitoring.

Skills

Attention to Detail

Customer Relationship Skills

Problem-Solving Skills

Organizational Skills

Proactive Attitude

Job description

Base pay range

$55,000.00/yr - $65,000.00/yr

Company Description: Northwestern Mutual is a leading financial services company that has been helping families and businesses achieve financial security for over 160 years. With a focus on both insurance and investments, Northwestern Mutual offers a big-picture approach to guide clients towards their financial goals. The company has over $265 billion in assets and delivers financial security to more than 4.5 million people. Northwestern Mutual is committed to continuing to grow its team in Florham Park, NJ.

Role Description: We are looking for a Sales Execution & Financial Planning Associate to support our team of Financial Representatives and deliver financial security to their clients through a comprehensive planning process that integrates risk and investment products. This role encourages The Agency's growth by providing planning and integrated operations support. This individual will act as a liaison between the Home Office, Financial Representative and Clients

• Establish and Cultivate Trusting Relationships with New and Existing Clients Serve as Main Point of Contact for Scheduling & Client Service Needs
• Assisting with New Business Insurance & Investment Applications, and Follow-Through While Maintaining Relationships with Clients, Financial Representatives and Home Office on Requirements & Information Needed

Manage underwriting process which includes providing, or collaborating with others to provide:

• Pre-filling applications
• Pre-checking applications for completeness and accuracy
• Submitting applications
• Scheduling requirements and medical exams
• Monitoring of the Daily Status Report (DSR) and taking action on cases needing attention
• Creating & Maintaining Compliant Client Files

PROPOSAL & CASE PREPARATION:

• Preparing & Modifying Financial Plans & Illustrations in Accordance to The Agency's Planning Philosophy
• Assist Financial Representatives in the Development & Delivery of Financial & Wealth Management Strategies that Address Each Client's Specific Needs & Goals
• Thoroughly Understand & Utilize The Company's Financial Planning Tools

OFFICE SUPPORT:

• Manage & Track Financial Representative Production through The Company's Reporting Tools
• Provide Backup Support to Receptionist Including Managing Incoming Calls & Mail, Welcoming Guests, and Helping with ad hoc Administrative Requests from Leadership Team & Financial Representatives

DESIRED SKILLS AND QUALIFICATIONS:

• 2-5 years experience in insurance/New Business/Underwriting Support
• Life and Health Licensed (Preferred)
• Strong Attention to Detail, Accuracy and Reliability with the Ability to Thrive in a Fast-paced Environment
• Extreme Organizational Abilities
• Ability to Prioritize Various Daily Demands
• Solid Problem-Solving Skills
• Great Customer Relationship and Customer Service Skills
• Proactive and Coachable
• Committed to Professional Development (e.g. licensing, registration, designations)
• Desire to work in the Financial/Insurance Industry - Experience Preferred

Seniority level

Associate

Employment type

Full-time

Job function

Customer Service, Consulting, and Production