Northwestern Mutual

Customer Service Representative

Northwestern Mutual

full-time

Posted on:

Location Type: Hybrid

Location: FranklinWisconsinUnited States

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About the role

  • Delivers a personalized and remarkable experience for our clients by answering their questions, providing servicing options and helping them with their products or services in a call center environment.
  • Becomes proficient at resolving inquiries and transactions from Financial Reps and clients on basic and intermediate (semi-complex) level calls and transactions which requires a basic understanding of a risk product.
  • Resolves routine problems by following defined standard process and evaluating solutions.
  • Takes responsibility of the client experience to make a difference by connecting with the client and seeing things from their point of view.
  • Handles phone and transactional responsibilities while adhering to strict confidentiality and privacy standards.
  • Fosters a professional relationship with our clients to enhance brand loyalty.
  • Uses available resources to effectively and accurately complete routine cases.

Requirements

  • An Associate’s degree in Business, Finance, or a related field, or an equivalent combination of education and professional experience.
  • Exceptional verbal and written communication skills with a strong customer-focused mindset.
  • Strong organizational and multitasking abilities in fast-paced settings.
  • Demonstrated proficiency in using modern software packages and navigating multiple complex systems.
  • A proactive approach toward problem solving with a commitment to continuous learning and accuracy.
Benefits
  • Growth Opportunities: We are invested in your professional development and provide clear pathways for career advancement within a stable and respected company.
  • Inclusive Culture: We foster a diverse and inclusive environment that encourages collaboration, integrity, and mutual respect.
  • Impactful Work: Your role directly influences client satisfaction and financial security, contributing to the overall success of our clients and the company, making a measurable impact.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
basic understanding of risk productsproblem solvingtransaction processing
Soft Skills
verbal communicationwritten communicationcustomer-focused mindsetorganizational abilitiesmultitaskingproactive approachcommitment to continuous learningaccuracy
Certifications
Associate’s degree in BusinessAssociate’s degree in Finance