Overall Function: · Next Phase Advisory Group is seeking a highly organized and detail-oriented Insurance & Workflow team member to join the firm. The successful candidate will be responsible for supporting new insurance business, current insurance service, and workflows from advisors to team members.
Duties and Responsibilities
- Review advisor case notes, client meeting summaries, and planning activities to identify required action items and workflow tasks.
- Assign, monitor, and follow up on workflow tasks to ensure timely completion by team members and adherence to service standards.
- Manage the insurance new business process from application submission through policy placement, coordinating with clients, advisors, carriers, underwriting teams, and third-party vendors.
- Provide insurance service support, including policy changes, beneficiary updates, ownership changes, premium inquiries, and other policy maintenance requests.
- Maintain accurate records, workflows, and case updates within CRM and operational systems, ensuring compliance with firm standards and regulatory requirements.
- Serve as a liaison between advisors, clients, and internal team members, providing status updates and resolving issues or outstanding requirements.
- Continuously evaluate workflows and processes to identify opportunities for improved efficiency, accountability, and client service.
Skills/Qualifications:
- Bachelor's degree in Business Administration, Finance, Insurance, Operations Management, or a related field.
- Current Life and Health Insurance License, or willingness to obtain upon hire.
- Strong organizational, workflow management, and project coordination skills with the ability to manage multiple priorities simultaneously.
- Excellent written and verbal communication skills with the ability to interact professionally with clients, advisors, carriers, and team members.
- Ability to analyze advisor case notes, identify required actions, and translate complex client needs into clear, actionable tasks.
- Strong attention to detail, problem-solving ability, follow-through, and commitment to delivering exceptional client service.
- Proficiency in Microsoft Office Suite and CRM/workflow systems, with the ability to adapt quickly to new technologies and processes.
Preferred
- Experience in insurance new business, insurance operations, policy service, underwriting support, or workflow management.
- Previous experience within financial planning, wealth management, insurance, or financial services organization.
- Familiarity with CRM systems, workflow management platforms, and insurance carrier processing systems.
- Experience coordinating multiple stakeholders and managing cases through completion.
- Demonstrated success improving operational processes and creating efficiencies within a service-oriented environment.
COMPENSATION AND BENEFITS
- Salary Range: $55,000-$85,000 based on previous roles and experience
Other benefits
- Medical, dental, and vision coverage
- 401K
- Life Insurance
- Short/long term disability
- Paid Time Off & Paid Sick Time
- Flexible scheduling/work from home
- Continuing education
- Work perks such as lunches, snacks, team outings, etc.
WORKING CONDITIONS
· Work will take place in a traditional office setting.
· Most time will be spent working at a desk.
· Hybrid schedule with combination of work from home and in office hours
COMPANY OVERVIEW
Next Phase Advisory Group is a Private Client Group firm within Northwestern Mutual, with access to resources befitting high-wealth clients. Next Phase Advisory Group works as a trusted guide, clarifying financial goals and helping to navigate life’s transitions. The firm supplies big-picture thinking that goes well beyond the investment portfolio.
NPAG's comprehensive approach aligns life plans with financial plans, putting together a strategic balance of retirement planning, insurance solutions, intergenerational planning, wealth management, and more. The team helps clients to define financial goals and plot a decisive course of action with a unique focus on the importance of maintaining strong client relationships.
When joining or working with our team, your life journey only gets better.
APPLICATION PROCESS
- Position will remain open until filled.
- Screening process will include on-site interviews and assessments.
- Background check/finger printing process required before hire.
Please send resume, cover letter, and sample of work to Michael Lushniak, Practice & Operations Management via email at [email protected]
Next Phase Advisory Group is an equal opportunity employer and values diversity. The firm does not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Job Type: Full-time
Pay: $55,000.00 - $85,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Flexible schedule
- Health insurance
- Life insurance
- Paid time off
- Parental leave
- Professional development assistance
- Vision insurance
Ability to Commute:
- Downers Grove, IL 60515 (Required)
Work Location: Hybrid remote in Downers Grove, IL 60515
