Policy Registrar

On-site work location: Franklin, WI

Hours: 7am - 3:30pm

Overtime: Overtime hours are encouraged during the months of May and December due to increase policy contract responsibility.

Summary:

The Policy Registrar is responsible for accurate and neat assembly of policy contracts, accountable for enclosing forms, appropriate notices, and/or brochures as required by the state regulations and established Northwestern Mutual procedure. Policy registrars inspect, assemble and mail all newly-issued policies, as well as unreported change and/or correction policies, or specific policy pages; in addition, you will handle final action correspondence, such as amendments, by including them in the policy contract mailing or referring them to the underwriter. In this role, you will: sort and match output for each policy number; review computer output for accuracy; compare key information on the policy specification pages against the original application papers, verifying completeness and accuracy; ensure necessary copies are included and that reporting requirements are met; refer errors to the responsible party for correction; miscellaneous duties, as necessary.

Primary Duties & Responsibilities:
Registraring New Issues and Unreported Changes/Corrections (90%):

• The Registrar is accountable for accurate and neat assembly of policy contracts, enclosing forms specified on the Memo to Registrar sheet, notices and/or brochures required by the state regulations and Northwestern Mutual procedures.
• Sort and match output for each policy number; i.e. specification pages and DMS output (applications).
• Review computer output, to ensure the specification pages are received. Compare key information on the policy specification pages against the original application papers, verifying completeness and accuracy.
• Ensure that the necessary copies are present and that Field delivery/reporting requirements are attached along with copies of any case correspondence.
• Refer errors that are detected to the appropriate underwriter, PASS team or Post Approval Analyst for correction via E-Referrals. Include any forms which are indicated on the Memo to Registrar, or brochures that are noted on the Record at Issue Page.
• Document in Workbench any Fed Express or delays in mailing

Miscellaneous Duties (10%):

• Other miscellaneous duties may include follow-up on: unmatched specification pages, unclaimed correspondence and amendments
• Other related miscellaneous tasks as assigned

Knowledge, Skills, & Abilities:

• Ability to handle fast-paced high volume work on a rigid schedule with high degree of accuracy.
• Ability to prioritize work and use good judgment and follow through in completing assignments.
• Demonstrated keyboarding skills required.
• Ability to handle confidential data in a manner consistent with privacy laws and regulations and Northwestern Mutual standards.
• Physical duties require the ability to lift loads of up to 33 lbs.

Compensation Range:

Pay Range - End:

We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.

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Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.

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

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