Case Manager

Northwestern Mutual Portland • San Diego, CA

38d • $60,000 - $75,000

About The Position

The Case Manager assists the Financial Advisors and their team in underwriting new applications and servicing of existing business and clients. The Case Manager is proficient in all Northwestern Mutual systems and maintains a high level of accuracy, dependability, and provides an exceptional customer service. This service provides comprehensive insurance support to streamline the underwriting process, provide an exceptional client experience, and facilitate practice growth. Responsibilities include, but are not limited to:

Requirements

• Bachelor’s degree in business, finance and/or equivalent work experience preferred
• 2-5 years of financial services experience preferred
• Strong analytical, problem solving, and written and verbal communication skills with the ability to work well with others
• Strong attention to detail, accuracy, and reliability with the ability to thrive in a fast-paced environment
• Proficient knowledge in Microsoft Office (Outlook, Word, Excel, PowerPoint) with the ability to learn various software programs quickly
• Life, Accident, & Health Insurance Licenses to be obtained within the first 3-6 months of employment

Responsibilities

• Assists in application prefills and medical scheduling.
• Reviews the applications for accuracy prior to submission.
• Efficiently manages the submission of applications.
• Gathers pending case requirements and requests additional information from the client.
• Runs revised illustrations upon policy approval.
• Prepares and gathers all policy delivery requirements to be sent out for E- signatures
• Resolves underwriting issues and acts as an advocate for the Financial Advisor and clients.
• Updates the clients on the status of their applications and acts as a liaison between the underwriter, financial advisors and the client.
• Creates a weekly case update report to send to the financial representative.
• Communicates with the underwriter to resolve issues, send requirements and ensure a smooth underwriting process.
• Meets with the financial representative and their team once a week to discuss the cases in underwriting on the weekly case update report.
• Process inforce policy requests (beneficiary changes, address changes, ISA drafts, inquiries and loans.
• Runs policy change estimates and policy maintenance.
• Runs inforce illustrations

Benefits

• Competitive Compensation: Base salary of $60k-75k per year with incentive compensation and comprehensive benefits package that includes PTO, 401(k) with employer match, subsidized health insurance premiums, and life and disability insurance coverage.
• Career Development: Opportunities for continuous learning and growth with access to professional development resources and clear career pathways.
• Supportive Team Environment: Join a collaborative and motivated team committed to your success and career satisfaction.
• Networking Opportunities: Build connections within the financial services industry and local community through various events and initiatives.
• Impactful Work: Play a pivotal role in shaping the careers of students and future financial professionals.
• Recognition & Rewards: Celebrate achievements and milestones with a range of recognition programs and incentives.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level