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Northwestern Mutual · 2 months ago

Risk Client Onboarding Sr. Specialist - Hybrid

Milwaukee, WI Corporate

Full-time

Hybrid

Mid, Senior Level

$56K/yr - $120K/yr

3+ years exp

Northwestern Mutual is a leading financial services company, and they are seeking a Risk Client Onboarding Sr. Specialist. This role serves as the primary point-of-contact for onboarding services, expediting processes, negotiating resolutions, and providing proactive consultation for assigned field partners.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management

Responsibilities

Initiate applications, enter data provided by the field, monitor and gather additional requirements during underwriting, and assist advisors with policy delivery - all with a high degree of accuracy

Track status of applications as they move through various stages of application input, underwriting, and policy delivery

Apply critical thinking and good judgment to resolve requests or issues related to risk applications; determine when to elevate those requiring more advanced knowledge

Lead weekly calls with advisors subscribed to the service to give status updates or background information on ‘in process’ work as well as work through best practices with advisors so that they can fully leverage our services and Home Office technology

Recommend and implement improvements to standard work and/or work processes

Mentor less experienced staff in technologies and standard work

Perform quality checks for peers and more junior staff

De-escalates issues and conflicts while, creating, maintaining, and reestablishing, when needed, confidence in HO resources

Strong understanding of our business priorities and ability to identify process or technology enhancements that will improve our network office, advisor, field team member, and home office experience

Qualification

Financial services experienceRisk product knowledgeProcess improvementCustomer service skillsAnalytical abilityMentoring skillsCommunication skillsProblem solvingRelationship buildingLeadership skills

Required

Bachelor's degree in business or an equivalent combination of education and progressively responsible work experience

Minimum of three years of financial services experience with demonstrated knowledge and understanding of Northwestern Mutual risk products, markets, technologies, and services

Highly motivated and self-directed with the ability to manage and prioritize concurrent assignments

Strong customer service skills

Comfortable learning new technology and tools

Ability to build relationships, apply knowledge across complex business areas, and effectively navigate the organization to solve problems and find solutions. Deals well with ambiguity

Strong consultation, organizational and communication skills including ability to establish rapport

Strong mentoring/coaching skills and the ability to lead development and training of junior team members

Ability to influence without authority

Demonstrated problem solving through analytical ability, judgment, and decision-making skills. Focuses on the best interest of the service experience while complying with all relevant laws, regulations and policies

Demonstrated interpersonal, leadership, and verbal and written communication skills

Preferred

1-2 years of experience preferred with field risk operations activities such as input, monitoring underwriting cases, and executing policy delivery tasks

Preferred – experience working with or as part of NM field force

Preferred – experience building new processes/process improvement