Insurance Admin & Onboarding Operations Coordinator

Northwestern Mutual-Twin Cities; BLOOMINGTON (MN); On-site; USD 42,000 - 64,000; Full time

Job summary

Northwestern Mutual-Twin Cities is seeking an Operations and Planning Support specialist to assist financial representatives by managing onboarding, case documentation, and client communications. You will help prepare materials for pre-sale packages, maintain compliant electronic files, and coordinate underwriting steps with the team.

The role emphasizes attention to detail, teamwork, and excellent communication in a fast-paced office environment in Bloomington, MN.

Qualifications

• Requires a high school diploma or equivalent.
• 2-year associate’s degree preferred.
• 1–3 years of experience preferred.

Responsibilities

• Transfer case notes into the CRM and maintain compliant client folders.
• Support onboarding and training for Financial Representatives.
• Manage documents and correspondence; front desk backup and mail room duties.

Skills

Attention to detail

Customer service

Communication

Teamwork

Problem solving

Adaptability

Organization

Education

High school diploma or equivalent

Associate’s degree (2-year) preferred

Job description

Northwestern Mutual-Twin Cities is seeking an Operations and Planning Support specialist to assist financial representatives by managing onboarding, case documentation, and client communications. You will help prepare materials for pre-sale packages, maintain compliant electronic files, and coordinate underwriting steps with the team.

The role emphasizes attention to detail, teamwork, and excellent communication in a fast-paced office environment in Bloomington, MN.