Disability Insurance Finance Consultant — Expert Claims Analysis

Northwestern Mutual Group; Franklin (TN); On-site; USD 81,000 - 122,000; Full time

Benefits offered by this job

Flexible work schedules

Concierge service

Comprehensive benefits

Employee resource groups

Job summary

Northwestern Mutual in Franklin, TN is seeking a Disability Insurance Finance Consultant to analyze financial information, apply accounting and tax knowledge, and support accurate claim decisions and benefit calculations. You will partner with claims professionals and leaders to provide clear conclusions and contract-consistent outcomes.

The role emphasizes onboarding, continued growth, and collaboration with stakeholders, with duties including financial analysis, tax reporting, mentoring, and

Qualifications

• A bachelor’s or master’s degree in accounting.
• Five or more years of accounting or tax-related experience.
• A CPA designation is strongly preferred.
• Strong analytical and decision-making skills.
• Ability to train, mentor, and support the development of claims professionals.
• Proficiency in Microsoft Office and related tools.

Responsibilities

• Provide financial analysis and consultation across DI Claims, applying accounting, tax, and contract knowledge to develop and document well-supported conclusions.
• Review personal and business financial records to calculate and explain earned income, covered expenses, benefit amounts and adjustments, and differences between tax returns and monthly claimant reporting.
• Build trusted relationships with claims professionals and leaders by providing clear, timely, and actionable guidance.
• Partner with DI Claims leaders on complex, sensitive, or high-impact cases.
• Identify potential compliance, tax, or other financial concerns and involve appropriate partners as needed.
• Communicate with financial representatives, claimants, employers, outside CPAs, attorneys, and other stakeholders to clarify information and resolve questions throughout the claim review process.
• Review taxable benefit data and support required federal income tax reporting.
• Build financial expertise across DI Claims through consultation, mentoring, presentations, and training.
• Assist in developing and maintaining financial policies, reference materials, and tools aligned with claim practices, applicable accounting and tax guidance, and contract provisions.
• Support projects and process or technology improvements that strengthen the consistency, efficiency, and quality of financial claim administration.

Skills

Claims Policies

Financial Consultation

Attention to Detail

Stakeholder Relations

Insurance Acumen

Adaptive Communication

Learning Agility

Education

Accounting degree

Job description

Northwestern Mutual in Franklin, TN is seeking a Disability Insurance Finance Consultant to analyze financial information, apply accounting and tax knowledge, and support accurate claim decisions and benefit calculations. You will partner with claims professionals and leaders to provide clear conclusions and contract-consistent outcomes.

The role emphasizes onboarding, continued growth, and collaboration with stakeholders, with duties including financial analysis, tax reporting, mentoring, and