Front Desk Representative jobs in United States
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Northwestern Mutual ยท 1 day ago

Front Desk Representative

Northwestern Mutual is a financial services company, and they are seeking a Front Desk Representative to create a welcoming environment for clients and provide administrative support. The role involves managing reception duties, onboarding, and assisting with new business activities to ensure smooth integration for new team members.

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Hiring Manager
Amber Love
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Responsibilities

Greet clients and visitors with professionalism and warmth
Manage incoming calls, emails, and inquiries, directing them appropriately
Maintain a tidy and organized reception area/exterior
Work with Office Manager to troubleshoot office/maintenance issues and provide ongoing support in operations of office
Collaborate with District teams to support office growth
Maintain office calendar
Manage office supplies inventory and order as needed
Manage and organize OneDrive and personal files and documents, maintaining confidentiality and discretion
Assist with personal errands and tasks, such as organizing travel arrangements, managing personal schedules, and handling correspondence
Maintain and update onboarding process for new financial representatives, interns and associates
Support all members of the district in growing their licensure
Manage contracts across the district
Process new business for new financial representatives
Manage underwriting
Collaborate with new representatives to build their practices
Work closely with team members to support office functions
Coordinate cross-departmental tasks and communications

Qualification

Client communicationOnboarding process managementOffice administrationRecord keepingTeam collaboration

Required

Professional and warm demeanor when greeting clients and visitors
Ability to manage incoming calls, emails, and inquiries
Skills in maintaining a tidy and organized reception area/exterior
Experience in troubleshooting office/maintenance issues
Collaboration skills to support office growth
Ability to maintain office calendar
Skills in managing office supplies inventory and ordering as needed
Experience in managing and organizing OneDrive and personal files and documents with confidentiality
Ability to assist with personal errands and tasks
Skills in maintaining and updating onboarding processes for new financial representatives
Support for district members in growing their licensure
Experience in managing contracts across the district
Ability to process new business for new financial representatives
Skills in managing underwriting
Collaboration skills to build practices with new representatives
Ability to coordinate cross-departmental tasks and communications

Company

Northwestern Mutual

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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

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