Northwestern Mutual · 1 month ago
Field Total Rewards CSR II
Milwaukee, WI Corporate
Full-time
Hybrid
Entry Level
$20.11/hr - $30.16/hr
2+ years expNorthwestern Mutual is a company dedicated to putting clients' interests at the center of all they do. They are seeking a Field Total Rewards CSR II who will provide quality customer service on benefits, compensation, and sales reporting while contributing to a positive team environment.
AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
Responsibilities
Provides quality and timely customer service to field and home office staff on the following topics Benefits, Compensation, Sales Reporting
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 (Emails, Assist Edge, Casetracker, SharePoint) 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
Required
High School diploma
Minimum of two years of work experience demonstrating proficiency performing a variety of mathematical calculations and inputting accurate data
Experience should include minimum of one year of previous field compensation experience, one year of call center and/or customer service experience, or a combination thereof in a financial services environment
Strong demonstrated skills in analyzing complex information, problem solving, judgment, and independent decision making
High level of organization and follow through
Able to identify and establish priorities to meet deadlines on multiple assignments
Demonstrated computer experience, including Word and Excel
Commitment to quality customer service
Has highly developed and demonstrated verbal and written communication skills proficiency within the home office and the field
Must handle confidential data in a manner consistent with the Privacy Information Act and Northwestern Mutual Standards
Successful completion of any appropriate pre-employment testing
Preferred
Insurance Operations Experience a helpful
Company
Northwestern Mutual
Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Timothy Gerend
Chairman, President and CEO
Phil Odella
COO/CFO
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