Office Coordinator/Administrative Support

Northwestern Mutual•Lake Elmo, MN

18h

About The Position

The responsibility of the Office Coordinator and Administrative Support position is to serve as the primary contact for customers and policy owners as they call and enter the office and to assist with administrative work for financial representatives in the office. Specific responsibilities include but will not be limited to: Reception Greet visitors and direct them appropriately Answer and forward telephone calls Maintain telephone system and agency directory Manage supply inventory and order office supplies Handle building management and maintenance requests Process incoming and outgoing mail; deliver outgoing mail to post office Maintain the reception area Maintain office equipment, and vendor relationships Maintain inventory and order office supplies as needed Answer basic policy owner/policy benefit questions Complete and/or assist with projects as assigned Advisor Support Preparing insurance submissions Tracking cases through underwriting and completing tasks necessary for the underwriting decision Limited client communications: medical exam coordination, collection of outstanding information Opening investment accounts Completing financial transactions Creating templated financial plans and other illustrations Support implementation and adoption of technology and workflows Manage data and workflows within the client relationship management (“CRM”) software Communicating with multiple new reps and other stakeholders regarding operational issues and development opportunities

Requirements

Basic computer and Microsoft Office experience
Filing skills
Customer service experience strongly preferred
Ability to handle detailed work with high degree of accuracy
Excellent interpersonal skills
Experience in problem-solving
High level of organizational skills
Excellent written and oral communication skills
Professional office skills
Ability to take independent action to make sound decisions
Ability to multi-task
Ability to be flexible and open-minded
Ability to work effectively with people at all levels

Nice To Haves

Multi-line phone experience preferred

Responsibilities

Greet visitors and direct them appropriately
Answer and forward telephone calls
Maintain telephone system and agency directory
Manage supply inventory and order office supplies
Handle building management and maintenance requests
Process incoming and outgoing mail; deliver outgoing mail to post office
Maintain the reception area
Maintain office equipment, and vendor relationships
Maintain inventory and order office supplies as needed
Answer basic policy owner/policy benefit questions
Complete and/or assist with projects as assigned
Preparing insurance submissions
Tracking cases through underwriting and completing tasks necessary for the underwriting decision
Limited client communications: medical exam coordination, collection of outstanding information
Opening investment accounts
Completing financial transactions
Creating templated financial plans and other illustrations
Support implementation and adoption of technology and workflows
Manage data and workflows within the client relationship management (“CRM”) software
Communicating with multiple new reps and other stakeholders regarding operational issues and development opportunities