Northwestern Mutual · 1 day ago
SET/ Operations Coordinator
Downers Grove, IL
Full-time
Onsite
New Grad, Entry Level
$50K/yr - $60K/yrNorthwestern Mutual is a highly regarded company recognized for its exceptional support and solutions for advisors and clients. The SET/Operations Coordinator will focus on supporting financial representatives and ensuring effective business ownership and service improvements.
AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
Responsibilities
Your focus will be successfully supporting our advisors with their activity, meeting, or exceeding client expectations, and working to ensure effective business ownership and service improvements
Conduct weekly one-on-one meetings with all under-five Financial Representatives
Participate in Development Team meetings to disseminate and gather information
Manage underwriting process which includes providing or collaborating with others to provide:
Pre-filling applications
Pre-checking applications for completeness and accuracy
Submitting applications
Scheduling requirements and medical exams
Monitoring of the Daily Status Report (DSR) and act on cases needing attention
Oversee case notes, process correspondence, and maintain client case files
Maintain financial representative’s calendar and reach out to schedule follow-up appointments
Input data, run proposals, and gather information at direction of financial representative in preparation for client/prospect meeting
Contact clients to confirm receipt of forms or request return of completed forms and maintain current client information and advise clients regarding non-securities sales and service-related issues
Review insurance applications, conversions, and policy changes for completeness and accuracy
Arrange medical, paramedical, and any exams necessary for underwriting
Other duties, responsibilities and projects as assigned
Qualification
Required
Committed to professional development (obtaining licensing, IL Life & Health Insurance License)
Obsessed with details, organization, and order
Excellent oral and written communication skills
Trustworthy, committed to confidentiality, and show unparalleled integrity
You are flexible and can effectively contribute to multiple areas, adjusting to different needs or challenges
Work autonomously and collaboratively
You possess strong intuition and thoughtful judgment when it comes to both situations and people
Have a passion for managing an overall positive client experience through ongoing administrative support
Benefits
401(k)
Dental insurance
Health insurance
Life insurance
Paid time off
Vision insurance
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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2026-01-22
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2026-01-17
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