Company Overview
Northwestern Mutual has been dedicated to helping families and businesses achieve financial security for over 160 years. Through comprehensive planning that combines insurance and investment solutions, we empower clients to build confident futures using innovative technology and personalized service.
Receptionist:
· Answer and direct incoming phone calls
· Greet and direct clients and assist with beverage service
· Lobby care, signage, and guest inventory maintenance
· Open and distribute mail
· Conference room oversight and scheduling.
· Other duties as assigned
Insurance Operations Specialist:
Insurance Client Service:
· Assist with basic appointment preparation (confirming appointments, pull basic reports)
· Answer policy owner/policy benefit questions.
· Assist with insurance services: loans, illustrations, beneficiary changes, information-sharing forms, payment facilitation, dividends, etc.
· Assist and coordinate death claims to completion
· Filing/E-filing, maintain and organize client files
· New client onboarding
New Business (Risk and Fixed Products) Processing and Coordination:
· Coordinate and manage new applications – data gathering and processing (client-facing)
· Coordinate paramedical exams
· Assist advisors with health and financial underwriting tasks for new policy underwriting
· Input data into planning software for advisors
· Assist advisors in their business practices and needs
· Other duties as assigned
QUALIFICATIONS
· Bachelor’s degree or financial services background preferred.
· Oregon’s Life and Health insurance license required; currently licensed or willing to obtain within 6 months of employment.
· Strong customer relationship and customer service skills.
· Strong analytical, problem solving, and written and verbal communication skills, with the ability to work well with others.
· Strong attention to detail, accuracy, and reliability with the ability to thrive in a fast-paced environment.
· Committed to professional development (e.g. licensing, registration, designations).
· Proficient knowledge in Microsoft Office (Outlook, Word, Excel, PowerPoint) with ability to learn various software programs quickly.
physical and mental demands
The physical and mental demands described here are representative of those that must be met by employees to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
physical demands
While performing the duties of this job, employees are regularly required to sit, walk and stand; talk or hear, both in person and by telephone; use hands repetitively to finger, handle, feel or operate standard office equipment such as computers and printers; reach with hands and arms; and lift up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision and the ability to adjust focus. Regular, predictable attendance is required.
mental demands
While performing the duties of this job, employees are regularly required to use written and oral communication skills; read and interpret data, information and documents; analyze and solve non-routine administrative problems; use math and mathematical reasoning; observe and interpret situations; learn and apply new information or skills; perform detailed work on multiple, concurrent tasks; work under deadlines with frequent interruptions; and interact with colleagues, clients, and others encountered in the course of work, some of whom may be dissatisfied individuals.
work environmentThe work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Employees work under typical office conditions, and the noise level is moderate (i.e. business office with computers, phone, and printers, light traffic).
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.
Pay: From $42,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Work Location: In person
