Client Experience Coordinator - Northwestern Mutual
About The Position
We help individuals, families and businesses develop a comprehensive financial plan for accomplishing their most important goals and objectives. Once the plan is in place, we keep clients accountable to their goals and track their progress along the way. We know that a majority of our work together comes down to trust and relationship, so we take the time to get to know our clients and the people who are important to them. We want our clients to feel safe to enjoy their lives in the moment knowing their future is secure. By effectively planning for tomorrow, our clients can live for today!
Requirements
- 1+ year experience in customer service and professional office settings required
- Candidates without a degree must have 5+ years of experience in a similar role
- Obtain Life and Health licensing within 90 days of employment
- Possess basic computer and Microsoft Office experience
- Independent learner who seeks knowledge and is adaptable to change
- Strong interpersonal skills and written and oral communication skills
- Ability to excel in an organized and detail-oriented environment
Nice To Haves
- Bachelor’s degree strongly preferred
Responsibilities
- Greet all individuals and direct them appropriately, answer and screen phone calls
- Proactively identify marketing opportunities through running and managing reports in the client system
- Manage Client Relationship Manager system – add or remove clients as needed, maintain updated client information, segment clients into groups based on identified opportunities
- Call clients to schedule review meetings with lead advisors
- Process client service requests/information updates for clients
- Maintain organized filing systems, both hard copy and digital – assist with other clerical tasks as needed
- Maintain adequate coverage for the team through cross-training in other areas of support
- Act as liaison among the team, clients, and home office
- Complete and/or assist with projects as needed by the team
Benefits
- Health, Vision, & Dental Insurance
- Short and Long-term Disability
- SIMPLE IRA
- PTO + Holiday Pay
- Industry licensing and continuing education expenses
- Personal and professional development opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
