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Northwestern Mutual

Client Services Casework Analyst

Northwestern Mutual

Casework Analyst with Northwestern Mutual reconciling customer information through processing. Responsible for updating client data and interacting with clients and team members.

Posted 6/5/2026full-timeFranklin • Wisconsin • 🇺🇸 United StatesSenior💰 $21 - $31 per hourWebsite

About the role

Key responsibilities & impact
  • Reconciles inaccurate or conflicting customer information through processing
  • Utilizes various systems to locate and update client data
  • Communicates with clients and the field by phone and email
  • Reviews training manual to ensure appropriate handling of work
  • Follows standard work process to meet hourly target
  • Analyzes and redistributes cases by identifying problems
  • Responsible for adding value to the team and maintaining positive relationships with team members

Requirements

What you’ll need
  • High School diploma required
  • One year of customer service experience or experience analyzing data
  • Ability to handle a large volume of work accurately and promptly
  • Strong organizational skills required
  • Demonstrated data entry skills
  • Ability to use Microsoft Windows
  • Ability to analyze and interpret technical data
  • Effective communication skills
  • Demonstrated ability to solve problems independently
  • Customer service experience is preferred.

Benefits

Comp & perks
  • Health insurance
  • Paid time off
  • Professional development opportunities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
data entryanalyzing datainterpreting technical data
Soft Skills
organizational skillseffective communicationproblem-solvingteam collaboration
Certifications
High School diploma