Contract, Licensing & Registration Senior Analyst, Distribution Services jobs in United States
cer-icon
Apply on Employer Site
company-logo

Northwestern Mutual · 8 hours ago

Contract, Licensing & Registration Senior Analyst, Distribution Services

Northwestern Mutual is a longstanding company committed to building trust and making a positive impact in communities. The Contract, Licensing & Registration Senior Analyst will perform various functions related to contract, licensing, registrations, and support, ensuring quality service to both field and home office staff.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management

Responsibilities

Provides quality and timely customer service to field and home office staff on the following topics Contracting, Licensing, Registrations, Terminations and Support
Communicates with callers clearly in an open, direct, and timely manner
Answers questions that are routine, escalates calls as needed
Identifies the need for special handling and coordinates problem resolution, in addition to understanding the overall impact
Provides complete and accurate solutions to all customer needs with appropriate guidance
Under the direction of the Manager, Specialist, or Mentor, may handle more complex inquiries
Adheres to phone schedules in accordance with set standards
Gives and receives regular feedback/information in an open and positive manner
Helps others with additional casework as needed
Tries new ways of challenging the status quo and changing the way we work
Contributes to a positive environment by openly communicating new ideas/solutions, perspectives and experiences in team meetings, training sessions, 1x1s and huddles
Demonstrates behaviors that reflect and support our company and department values, vision, and culture of learning/growth
Acts in a manner necessary to achieve organizational results (i.e., big picture)
Organizes work in a manner that allows team members to easily locate and complete casework when needed
Written communication is professional, complete, timely, accurate and effective
Follows set procedures and standard work
Exhibits a commitment towards personal learning and growth
Takes initiative to learn topics outside of core responsibilities

Qualification

Customer serviceFinancial services experienceAnalytical skillsMicrosoft OfficeProblem solvingCoaching skillsCommunication skillsAttention to detailOrganizational skillsTeam collaboration

Required

Associate/Bachelor degree or 3 years of customer service experience
Ability to work a structured schedule for service coverage through a blend of 50/50% processing and phone work
Experience working in shared queue or operations system to document updates and action items
PC experience working with Microsoft Word, Outlook and other Microsoft Office software
Non-Registered Fingerprinted employee
Proven strong analytical and problem solving skills
Superior customer service skills with ability to address and successfully resolve complex and sensitive issues
Ability to successfully complete tasks in a timely and accurate manner in a high volume area
Ability to work independently to accomplish a variety of tasks
Ability to coach and provide guidance on core customer service responsibilities
High level attention to detail
Expert technical knowledge
Excellent communication skills, both written and verbal
Superior organization skills

Preferred

1-2 years of financial services experience preferred

Benefits

Flexible work schedules
Concierge service
Comprehensive benefits
Employee resource groups

Company

Northwestern Mutual

company-logo
Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.

Funding

Current Stage
Late Stage

Leadership Team

leader-logo
Timothy Gerend
Chairman, President and CEO
linkedin
leader-logo
Phil Odella
COO/CFO
linkedin
Company data provided by crunchbase