Senior Analyst, Contracting, Licensing & Compliance

Northwestern Mutual; Milwaukee (WI); On-site; USD 30,000 - 44,000; Full time

Benefits offered by this job

Flexible work schedules

Concierge service

Comprehensive benefits

Employee resource groups

Job summary

Northwestern Mutual is seeking a Senior Analyst to evaluate contracting, licensing, and advisory credentialing for financial representatives and staff. The role partners with compliance and field offices to ensure regulatory compliance and smooth lifecycle onboarding.

You will analyze complex cases, perform background investigations, and support process improvements across contracting, licensing, and registration functions. Excellent communication and detail orientation are essential.

Qualifications

• Associate degree in Business or related field or 5 years insurance or securities experience.
• Bachelor’s Degree preferred.
• Minimum 3 years of customer service experience.
• Thorough understanding of Northwestern Mutual's financial network operations.
• Proven strong analytical and problem-solving skills.

Responsibilities

• Provide quality and timely customer service on Contracting and Registrations.
• Communicate with callers clearly in an open, direct, and timely manner.
• Answers questions that are routine, escalates calls as needed.
• Identifies the need for special handling and coordinates problem resolution, in addition to understanding the overall impact.
• Provides complete and accurate solutions to all customer needs with appropriate guidance.
• Under the direction of the Manager, Specialist, or Mentor, may handle more complex inquiries.
• Adheres to phone schedules in accordance with set standards.
• Gives and receives regular feedback/information in an open and positive manner.
• Helps others with additional casework as needed.
• Tries new ways of challenging the status quo and changing the way we work.
• Contributes to a positive environment by openly communicating new ideas/solutions, perspectives and experiences in team meetings, training sessions, 1x1s and huddles.
• Demonstrates behaviors that reflect and support our company and department values, vision, and culture of learning/growth
• Acts in a manner necessary to achieve organizational results (i.e., big picture).
• Organizes work in a manner that allows team members to easily locate and complete casework when needed.
• Written communication is professional, complete, timely, accurate and effective.
• Follows set procedures and standard work.
• Exhibits a commitment towards personal learning and growth.
• Takes initiative to learn topics outside of core responsibilities.

Skills

Attention to Detail

Decision Making

Cross-functional partnering

Industry Knowledge

Continuous Improvement

Education

Associate degree in Business or related field

Bachelor’s Degree

Tools

Microsoft Word

Microsoft Outlook

Microsoft Office

Job description

Northwestern Mutual is seeking a Senior Analyst to evaluate contracting, licensing, and advisory credentialing for financial representatives and staff. The role partners with compliance and field offices to ensure regulatory compliance and smooth lifecycle onboarding.

You will analyze complex cases, perform background investigations, and support process improvements across contracting, licensing, and registration functions. Excellent communication and detail orientation are essential.