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Northwestern Mutual · 1 month ago

Client Care Service Rep - Remote MT

United States

Full-time

Remote

New Grad, Entry Level

$18.37/hr - $27.55/hr

Northwestern Mutual is a leading financial services company, and they are seeking a Client Care Service Representative to enhance their client experience. This role involves engaging with clients and financial representatives, resolving inquiries, and processing transactions related to financial products while contributing to a culture of proactive problem solving and continuous improvement.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management

Responsibilities

Provide prompt, accurate, and courteous service to clients and financial representatives via phone, email, and potentially other digital channels

Deliver personalized support by understanding customer needs and offering tailored solutions within the scope of Northwestern Mutual's products and services

Handle both basic and intermediate (semi-complex) inquiries with a clear understanding of our insurance, investment, or related financial products

Use defined processes for routine issues while applying critical thinking to suggest effective solutions for non-standard situations

Efficiently navigate multiple proprietary and standard software applications to process requests with exceptional attention to detail and accuracy

Maintain high accuracy in data entry and case management, ensuring client information is handled securely and confidentially according to industry regulations and company policy

Develop professional and empathetic relationships with clients and Financial Advisors

Enhance the overall client experience and build brand loyalty through proactive communication, follow-ups, and quality service

Embrace change in a dynamic environment and actively contribute ideas for process enhancements to improve efficiency and client satisfaction

Participate in ongoing training sessions and professional development opportunities to stay current with products, services, regulations, best practices, and technological advances

Qualification

Customer Service MindsetAnalytical ThinkingClient AdvocacyChange AdaptabilityAdaptive CommunicationQuality AcumenSoftware ProficiencyOrganizational SkillsMultitaskingProactive Problem SolvingVerbal CommunicationWritten Communication