Office Manager

Northwestern Mutual - Park Ave•Norwalk, CT

8d•$60,000 - $70,000•Onsite

About The Position

A career with Northwestern Mutual – Norwalk offers the opportunity to contribute to a high-performing, client-focused office that values excellence, collaboration, and growth. The Office Manager is responsible for managing the day-to-day operations of the office, ensuring an organized, efficient, and well-supported environment that allows advisors to focus on business growth. This includes facility management, internal coordination, and event planning. In addition, this individual is responsible for delivering a pre-eminent level of Sales Support and Client Service, enabling financial representatives (reps) to effectively manage and grow their practices while ensuring exceptional client experience. This includes overseeing the execution of the sales support process—from client insurance onboarding through approval—while maintaining strong communication with advisors, clients, and the Home Office. They ensure cases are progressing efficiently, service requests are handled promptly and professionally, and all interactions reflect a high standard of care and accuracy. This role serves as a key liaison between the network office, home office, financial representatives, and clients, ensuring consistent communication, operational excellence, and a seamless experience across all touchpoints.

Requirements

Bachelor’s degree preferred or equivalent professional experience
Experience in financial services, insurance operations, or office management preferred
Strong leadership and team management experience
Excellent communication skills (written and verbal)
Demonstrated organizational and time management skills with ability to prioritize and multitask
High attention to detail and accuracy in a fast-paced environment
Ability to proactively identify needs and implement solutions
Strong client service orientation with a commitment to professionalism
Proficiency in Microsoft Office and operational systems
Ability to work independently and collaboratively
Willingness to obtain Life, Accident & Health licensing (if not already licensed)

Responsibilities

Effectively and efficiently manage the office in a way that supports the growing businesses of reps in the office.
Manage facilities - kitchen, common areas, conference rooms, veteran advisors offices
Rent Escalation, calculation, and communication
SONO 50 space, parking & firm communication
Maintain relationships with building support staff
Ensure office and kitchen supplies are stocked
Organize and Prep Quarterly Town Hall
Manage and oversee agency contests, as needed
Serve as the primary event coordinator and manage all logistical functions for firm events
Partner and support firm initiatives including Diversity, Equity and Inclusion (DEI) programs.
Client insurance onboarding process from application to approval
Communication with the Home Office
Accurately and thoroughly prep paperwork for insurance onboarding/submission
Assist Financial Representatives & team in tracking their open case inventory and bringing cases to the finish line
Conducting weekly 1x1’s with Norwalk SET Staff – joining weekly advisor 1x1’s when needed
Monitor Daily Status Report (DSR) and expedite any additional underwriting requirements
Process incoming insurance service requests from clients (address changes, bank change information, loan requests and ISA service inquiries)
Contact and advise clients regarding late payments
Answer and direct telephone calls as appropriate
Communicate professionally and effectively with clients to resolve all issues
All on-going client service requests