Risk Client Onboarding Sr. Specialist - Hybrid

Hybrid - 3 days in the office

Summary:

Primary point-of-contact and process expert for assigned field partners (financial reps, field leaders, network office team members) who engage in onboarding services. Responsible for expediting onboarding processes, negotiating resolutions, and providing proactive onboarding case consultation.

Duties & Responsibilities:

• Initiate applications, enter data provided by the field, monitor and gather additional requirements during underwriting, and assist advisors with policy delivery - all with a high degree of accuracy.
• Track status of applications as they move through various stages of application input, underwriting, and policy delivery.
• Apply critical thinking and good judgment to resolve requests or issues related to risk applications; determine when to elevate those requiring more advanced knowledge.
• Lead weekly calls with advisors subscribed to the service to give status updates or background information on 'in process' work as well as work through best practices with advisors so that they can fully leverage our services and Home Office technology.
• Recommend and implement improvements to standard work and/or work processes.
• Mentor less experienced staff in technologies and standard work.
• Perform quality checks for peers and more junior staff.
• De-escalates issues and conflicts while, creating, maintaining, and reestablishing, when needed, confidence in HO resources.
• Strong understanding of our business priorities and ability to identify process or technology enhancements that will improve our network office, advisor, field team member, and home office experience.

Qualifications:

• Bachelor's degree in business or an equivalent combination of education and progressively responsible work experience.
• Minimum of three years of financial services experience with demonstrated knowledge and understanding of Northwestern Mutual risk products, markets, technologies, and services.
• 1-2 years of experience preferred with field risk operations activities such as input, monitoring underwriting cases, and executing policy delivery tasks.
• Highly motivated and self-directed with the ability to manage and prioritize concurrent assignments.
• Strong customer service skills
• Comfortable learning new technology and tools
• Preferred - experience working with or as part of NM field force
• Preferred - experience building new processes/process improvement
• Ability to build relationships, apply knowledge across complex business areas, and effectively navigate the organization to solve problems and find solutions. Deals well with ambiguity.
• Strong consultation, organizational and communication skills including ability to establish rapport.
• Strong mentoring/coaching skills and the ability to lead development and training of junior team members.
• Ability to influence without authority.
• Demonstrated problem solving through analytical ability, judgment, and decision-making skills. Focuses on the best interest of the service experience while complying with all relevant laws, regulations and policies.
• Demonstrated interpersonal, leadership, and verbal and written communication skills.

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This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.

Required Certifications:

Northwestern Mutual pays on a geographic-specific salary structure and placement in the salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity as well as the cost of labor in the market; and other conditions of employment. At Northwestern Mutual, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. Please note that the salary range listed in the posting is the standard pay structure. Positions in certain locations (such as California) may provide an increase on the standard pay structure based on the location. Please click here for additional information relating to location-based pay structures.

We are an equal opportunity/affirmative action 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.

If you work or would be working in California, Colorado, New York City, Washington or outside of a Corporate location, please click here for information pertaining to compensation and benefits.

We're excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and commitment to diversity and inclusion.

• Flexible work schedules
• Concierge service
• Comprehensive benefits
• Employee resource groups