Job description

Financial Services: Insurance Operations & Administrative Associate

Northwestern Mutual, Seattle WA

NOTE: Candidates may work out of one of our Washington satellite offices in Seattle, Tacoma, Bellevue, or Bellingham

Join our team! Do you have impeccable customer service and listening skills? Are you a person who consistently over-delivers, getting the task or project across the finish line with accuracy, on or ahead of schedule? Are you the person who has a competitive edge and growth mindset? If this sounds like you, we want to hear from you!

The Insurance Operations & Administrative Associate is responsible for our firm’s underwriting department as well as a variety of administrative tasks (virtual receptionist, calendar management, technology coordinator, client service/sales support, client outreach and project support). Our Wealth Management team is comprised of two advisors and two associates. If we are a fit for each other, you would be joining a team that values collegial relationships of respect, curiosity and commitment to excellence, a growth mindset and empathy in a motivating and purposeful environment while providing stellar customer service to our remarkable clientele.

Applying candidates MUST meet the relevant qualifications and skills listed below.

Compensation and Benefits:

• Base Salary: $58,000 - $72,000, commensurate with experience
• Health Insurance, Paid Time Off, Vacation Days
• We create a benefit package you want/need

Insurance Operations & Administrative Associate’s primary responsibilities:

Ø Underwriting: onboarding (first point of contact w/client & home office), process & finalize all insurance business

Ø Reception/Admin: firm’s gatekeeper, field all inbound email & phone calls, highly responsive to client inquiries

Ø Calendar Management: reminder/follow up calls, coordinate team meetings, input details in multiple calendars

Ø Technology Coordinator: manage CRM; manage client website (help clients/team navigate, aggregate accounts); manage the digital sales process (eagerly interact w/clients to ensure they have a good digital client experience)

Ø Client Services: field/address policy owner service questions; policy, beneficiary & ownership changes; billing

Ø Sales Support: run term, long-term disability & long-term care proposals; run approved for/applied for proposals

Ø Client Outreach: send emails/make calls for age change/birthdays; some internet leads/inbound sales calls

Ø Project Support: provide assistance to strategic project support as needed

Qualifications and skills for the Insurance Operations & Administrative Associate:

Ø Bachelors, preferably from a Tech or Business School

Ø Verifiable work/school history of setting and achieving goals

Ø Polished & professional customer service experience

Ø History of completing projects/tasks within specified deadlines

Ø Proficiency a MUST in: CRM system; Outlook, MSFT WORD, EXCEL, PowerPoint

Ø Active listener and direct but empathetic communicator – deft in both written & oral communication

Ø Strong time management and detail-oriented with the ability to stay highly organized and accurate

Ø Motivated by independence and working within the framework of a team; willingness to learn & be coachable

Ø Competent in project management and execution to meet deadlines

Ø Adept with leaning new software quickly – very tech savvy

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law. COVID – We are currently working remotely.

Job Type: Full-time

Pay: $58,000.00 - $72,000.00 per year

Benefits:

• Health insurance
• Paid time off

Schedule:

• Monday to Friday

COVID-19 considerations:
We follow all CDC guidelines.

Application Question(s):

• Are you proficient in using a CRM system, Outlook, MSFT WORD, EXCEL, & PowerPoint?

Education:

• Bachelor's (Required)

Experience:

• administrative/underwriting in financial services: 3 years (Preferred)

Language:

• English (Required)

Work Location: One location

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