Insurance Operations Manager - Northwestern Mutual

Denver•Denver, CO

19h•Hybrid

About The Position

Friday Wealth is a national wealth management firm backed by Northwestern Mutual, based in Lakewood, Colorado. Specializing in integrative financial planning, retirement planning, investment management, risk management and tax-efficient strategies, we serve families, professionals, and businesses with complex financial needs. We believe in the balance of working hard to play hard, and centering our core values - Faith, Family, Character, Happiness, Commitment to Excellence and Love in everything we do. At Friday Wealth our business is about connecting with people. Financial security is a very personal subject, so most people want to work with a team they feel comfortable with and can rely upon – people who understand their values, their needs, their goals and can help them create a financial plan that is customized to them…and execute the plan. As Insurance Operations Manager you will play an instrumental role in exceeding our customers’ expectations by creating a professional environment built on expertise, trust, and proven systems.

Requirements

Outgoing and engaging
Effective time management and prioritization skills
Ability to work independently, as well as within a team framework
Highly organized
Detail oriented and works with a high degree of accuracy
Strong computer skills
Customer service oriented
Projects a high-level of professionalism

Nice To Haves

Insurance licensed (Life & Health) preferred
Investment licensed (Series 7) preferred

Responsibilities

Service & Underwriting Life and Disability insurance applications
New & existing proposals and illustration requests
Oversee underwriting of new policies, tracking until completion, & keeping advisors informed on status updates
General service inquiries addressing and beneficiary changes
Data capture/entry
Billing support and processing
Client communication & reminders (phone & email)
Liaison between Northwestern Mutual home office/underwriting department, third-party providers, medical examiners and clients.
Meeting Follow-up and Workflow Management
Client Onboarding
Client Relations
Chair 2 – Case Notes and Coordinate Client Follow-up
Save records to Docket
Update Meeting Agendas
Client Concierge & Outreach – proactively reach out to clients re: website (access, utilization, account aggregation, etc.), mobile app, planning opportunities, gathering info, etc.