Disability Insurance Finance Consultant — Strategic Advisor

Northwestern Mutual Investment Services, LLC; Franklin (WI); In loco; USD 81.000 - 122.000; Tempo pieno

Descrizione del lavoro

Northwestern Mutual Investment Services, LLC is seeking a Disability Insurance (DI) Finance Consultant to apply accounting and tax expertise to disability claim analyses, benefit calculations, and contract compliance. You will partner with claims professionals, financial representatives, claimants, employers, attorneys, and CPAs to develop clear conclusions and timely, accurate outcomes.

You’ll grow financial claim capabilities across DI Claims through consultations, training, mentoring, and

Competenze

• 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. An IRS Enrolled Agent (EA) designation may be considered when accompanied by relevant experience.
• Strong analytical and decision-making skills, including the ability to assess complex or incomplete financial information.
• Ability to work independently, take initiative, and deliver timely results.
• Excellent written and verbal communication skills, including the ability to translate complex financial concepts into clear, practical guidance.
• Attention to detail, organization, and follow-through.
• Ability to train, mentor, and support the development of claims professionals.
• Ability to handle confidential information with discretion.
• Proficiency in Microsoft Office and common document management, communication, and collaboration tools, with the ability to adapt to evolving systems, processes, and business needs.

Mansioni

• 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.
• Maintain current accounting and tax knowledge through continuing education and professional resources.

Conoscenze

Financial case consult

Mortality risk analysis

Decision making

Claims policies

Escalation mgmt

Information gathering

Insurance finance

Formazione

Bachelor's or Master's in accounting

Descrizione del lavoro

Northwestern Mutual Investment Services, LLC is seeking a Disability Insurance (DI) Finance Consultant to apply accounting and tax expertise to disability claim analyses, benefit calculations, and contract compliance. You will partner with claims professionals, financial representatives, claimants, employers, attorneys, and CPAs to develop clear conclusions and timely, accurate outcomes.

You’ll grow financial claim capabilities across DI Claims through consultations, training, mentoring, and