Northwestern Mutual · 2 weeks ago
Customer Service Rep - Hybrid
Franklin, WI
Full-time
Hybrid
New Grad, Entry LevelNorthwestern Mutual is a financial services company that is seeking a Customer Service Representative to enhance client experiences. In this role, you will engage with clients and financial representatives, resolve inquiries, and process transactions related to insurance and investments, while contributing to a culture of proactive problem solving and continuous improvement.
AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
Responsibilities
Delivers a personalized and remarkable experience for our clients by answering their questions, providing servicing options and helping them with their products or services in a call center environment
Becomes proficient at resolving inquiries and transactions from Financial Reps and clients on basic and intermediate (semi-complex) level calls and transactions which requires a basic understanding of a risk product
Resolves routine problems by following defined standard process and evaluating solutions
Takes responsibility of the client experience to make a difference by connecting with the client and seeing things from their point of view
Handles phone and transactional responsibilities while adhering to strict confidentiality and privacy standards
Fosters a professional relationship with our clients to enhance brand loyalty
Exhibits consistent and appropriate style and customer focused approach to a variety of customers and customer situations
Uses available resources to effectively and accurately complete routine cases
Qualification
Required
An Associate's degree in Business, Finance, or a related field, or an equivalent combination of education and professional experience
Exceptional verbal and written communication skills with a strong customer-focused mindset
Strong organizational and multitasking abilities in fast-paced settings
Demonstrated proficiency in using modern software packages and navigating multiple complex systems
A proactive approach toward problem solving with a commitment to continuous learning and accuracy
Preferred
Bilingual candidates, particularly Spanish speakers
Benefits
Flexible work schedules
Concierge service
Comprehensive benefits
Employee resource groups
Company
Northwestern Mutual
Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.
Founded in 1857
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Timothy Gerend
Chairman, President and CEO
Phil Odella
COO/CFO
Recent News
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