Hybrid Senior Risk Client Onboarding Specialist

at Northwestern Mutual

• Job title: Senior Risk Client Onboarding Specialist
• Job type: Full Time
• Experience level: Senior
• Salary: $56,140 - $104,260 per year
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Milwaukee, United States

About the role

• Client Onboarding Specialist assisting financial representatives with onboarding and policy delivery processes. Leading critical initiatives and mentoring junior staff within Northwestern Mutual's operational framework.

Responsibilities

• 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.
• 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.

Requirements

• 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.
• 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.

Benefits

• Health insurance
• 401(k) matching
• Paid time off
• Flexible work arrangements
• Professional development opportunities