Northwestern Mutual · 12 hours ago
Planning Operations & Client Services Associate
Los Angeles, CA
Full-time
Onsite
Entry, Mid Level
$55K/yr - $70K/yr
2+ years expNorthwestern Mutual is a Fortune 100 Company with expertise in helping clients achieve financial security. The Associate Financial Representative will support the Financial Advisor by specializing in client service and processing of insurance products, while maintaining an organized and compliant office environment.
AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
Responsibilities
Assist Advisor by managing and overseeing the flow of business throughout the sale cycle
Review insurance applications, conversions, and policy changes for completeness and accuracy
Manage the medical examination process and expedite outstanding underwriting requirements
Monitor Daily Status Report; expedite any additional underwriting requirements
Prepare/print letters of instruction for client signature; prepare policies for delivery
Run insurance illustrations and in-force ledgers
Enter and maintain client and policy data in CRM; documenting case notes, and proactively follow upon pipeline of pending new business
Contact clients and process service requests: late payments, address changes, bank change information, loan requests and ISA service inquiries
Perform clerical/administrative activities i.e. filing documentation to case files, photocopying documents, reports, and tracking
Calendar management, confirming and scheduling client meetings
Additional projects, as requested by Financial Advisor
Qualification
Required
2-5 years of professional experience, preferably in the insurance industry
Proficient knowledge of MS applications (Excel, Word, and Outlook)
Excellent interpersonal, written and oral communication skills
High sense of urgency and ability to meet deadlines
Highly developed degree of personal organization, attention to detail, and ability to multi-task
Preferred
Bachelor's degree preferred
California Life and Health insurance license preferred, or willingness to acquire
Benefits
401(k)
Dental insurance
Health 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.
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Timothy Gerend
Chairman, President and CEO
Phil Odella
COO/CFO
Recent News
Bizjournals.com Feed (2025-11-12 15:43:17)
2026-01-22
Bizjournals.com Feed (2025-11-12 15:43:17)
2026-01-17
Company data provided by crunchbase