Financial Representative Assistant

Northwestern Mutual; Indianapolis (IN); On-site; USD 36,000 - 52,000; Full time

Job summary

Northwestern Mutual is seeking a Financial Representative Assistant to support a financial representative by maintaining organized office operations and handling client service tasks. The role acts as a liaison among home office, support teams, and clients to keep processes running smoothly.

The position requires strong communication, confidentiality, and multitasking abilities, with ongoing insurance education to enhance licenses, registrations, and designations.

Qualifications

• 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 work in a fast-paced environment.
• Ability to work both independently and on a team.
• Ability to maintain confidentiality.
• Continue insurance education through schools, academies, licenses, registrations, and designations.

Responsibilities

• Handle case notes, process correspondence and maintain client case files.
• Answer telephone calls and direct them as appropriate.
• Contact clients to set up follow-up meetings with representative.
• Contact and follow up with clients regarding policy approval and policy change documents.
• Maintain current client information.
• Monitor Daily Status Report (DSR) and expedite any additional underwriting requirements.
• Communicate with home office as needed to supply or obtain information.
• Prepare and gather information for illustrations at direction of financial representative in preparation for client meetings.
• Review insurance applications, conversions and policy changes for completeness and accuracy and return to representative for any missing information.
• Arrange medical, paramedical and any exams necessary for underwriting.
• Contact clients regarding late payments.
• Create and maintain client folders on one-drive.

Skills

Administrative support

Customer service

Communication skills

Microsoft Office

Data entry

Organizational skills

Time management

Attention to detail

Teamwork

Discretion / confidentiality

Education

Ongoing insurance education

Tools

OneDrive

Microsoft Office software

Job description

The financial representative assistant specializes in client service to ensure the maintenance of an efficient, organized office that allows the representative to focus his/her energy on building client relationships. The assistant is a liaison between the home office, financial representative, network office support team and clients. Specific responsibilities may include but are not limited to:

Support

• Handle case notes, process correspondence and maintain client case files.
• Answer telephone calls and direct them as appropriate.
• Contact clients to set up follow-up meetings with representative.
• Contact and follow up with clients regarding policy approval and policy change documents.
• Maintain current client information.
• Monitor Daily Status Report (DSR) and expedite any additional underwriting requirements.
• Communicate with home office as needed to supply or obtain information.
• Prepare and gather information for illustrations at direction of financial representative in preparation for client meetings.

Client Service Support | Non-Securities Products

(Non-securities refers to Northwestern Mutual portfolio, fixed or non-variable insurance/products)

• Review insurance applications, conversions and policy changes for completeness and accuracy and return to representative for any missing information.
• Arrange medical, paramedical and any exams necessary for underwriting.
• Contact clients regarding late payments.
• Create and maintain client folders on one-drive.

Qualifications:

• 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 work in a fast-paced environment
• Ability to work both independently and on a team
• Ability to maintain confidentiality
• Continue insurance education through schools, academies, licenses, registrations, and designations