Director of Insurance Operations
About The Position
Northwestern Mutual is seeking a highly organized and proactive Director of Insurance Operations to oversee insurance operations and client service functions for a growing practice. The role serves as a key member of the team, ensuring operational excellence, managing insurance cases from start to finish, and delivering a seamless client experience. The Director is the primary contact for insurance-related client questions and servicing needs, coordinates communication among clients, advisors, underwriting teams, and the home office, and leads insurance workflows and process improvements.
Requirements
- At least 3 years of financial services or insurance industry experience.
- Exceptional attention to detail and accuracy.
- Ability to manage multiple priorities and tasks in a fast-paced environment.
- Strong organizational and time-management skills.
- Excellent verbal and written communication skills.
- Ability to build trust and maintain strong client relationships.
- Strong problem-solving and critical-thinking abilities.
- Ability to work independently and collaborate effectively with a team.
- High degree of professionalism, discretion, and confidentiality.
- Proactive mindset, ability to anticipate needs, and ability to move cases forward with minimal oversight.
- Desire to take ownership of processes and continuously improve the client experience.
Nice To Haves
- Prior experience in insurance operations, client service, case management, or practice operations.
- Bachelor's degree in business, finance, or a related field, or equivalent professional experience.
- Life & Health insurance licensing, or ability to obtain licensing if required.
Responsibilities
- Serve as a primary point of contact for clients regarding insurance questions, policy servicing needs, and account updates.
- Provide timely communication, proactive follow-up, and high-touch client service; build strong client relationships and handle requests accurately and efficiently.
- Coordinate communication between clients, advisors, underwriting teams, and the home office.
- Assist with client meeting preparation and follow-up activities as needed.
- Oversee insurance operations and move cases efficiently from application through policy delivery.
- Prepare, review, submit, and track insurance applications, underwriting requirements, and policy servicing requests.
- Manage policy changes, including beneficiary and ownership updates, premium inquiries, and policy reviews.
- Ensure insurance documentation and client records are accurate and compliant.
- Maintain detailed case notes, workflow tracking, and reporting systems.
- Manage and optimize CRM data, client records, reporting, and future activity tracking.
- Identify process improvements to increase efficiency and enhance the client experience.
- Prioritize and manage multiple cases, projects, and deadlines simultaneously.
- Lead insurance-related processes and workflows operationally.
- Partner with advisors and team members to ensure a smooth, consistent client experience.
- Participate in team meetings and provide updates on case status, service initiatives, and operational priorities.
- Help establish and maintain best practices for client service and operational excellence.
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What This Job Offers
Job Type
Full-time
Career Level
Director
Education Level
No Education Listed
