Northwestern Mutual

Financial Planning and Analysis

• Educate clients on financial planning and insurance options.
• Provide excellent customer service and build lasting relationships.
• Collaborate with a local supportive team.

Financial Advisor – Healthcare Background

Advisor

• Engage with clients to understand their comprehensive financial needs.
• Provide personalized guidance to help them achieve their financial protection and planning goals.
• Design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being.
• Regularly review and update clients' financial plans and insurance policies.
• Cultivate a robust network of clients through referrals and community involvement.

Client Advisor, Athletic Background

Customer Support

• Engage with clients to understand their financial goals, aspirations, and concerns.
• Develop comprehensive financial plans that include investments, insurance, and retirement.
• Recommend and implement insurance strategies to protect clients' assets and income.
• Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
• Build and maintain a network of clients through referrals, community involvement, and professional associations.

Sales Representative – With Support

Financial Representative

Account Executive

• Engage with clients to understand their financial goals, aspirations, and concerns
• Develop comprehensive financial plans that include investments, insurance, and retirement
• Recommend and implement insurance strategies to protect clients' assets and income
• Monitor clients' financial plans and provide regular updates, adjusting strategies as needed
• Build and maintain a network of clients through referrals, community involvement, and professional associations

Entry Level Sales Representative

Communications

• Reporting to the Assistant Director of Thought Leadership and Executive Visibility
• Helping to create high-profile, high-impact external content on behalf of top executives and financial advisors
• Developing and executing the thought leadership strategies for the company and senior leaders
• Reinforcing signature proprietary research strategy to drive media coverage
• Cultivating positive relationships with senior leaders and key business partners
• Ensuring messages are consistent across channels

Senior Communications Strategist

QA Automation Engineer

• Design, develop, and maintain scalable data pipelines, datasets, and analytics products supporting IRC department’s reporting and analytics capabilities.
• Develop and maintain enterprise-ready ETL/ELT processes and data transformation frameworks to support data-driven initiatives.
• Design, build and support cloud-based data pipelines and data lake architectures using software and data engineering best practices.
• Ensure data quality, lineage, integrity, and governance standards are implemented throughout the data lifecycle.
• Optimize and troubleshoot existing data pipelines for performance and reliability, ensuring data quality and integrity across various data sources.
• Identify opportunities to automate workflows/processes and improve efficiency across cybersecurity teams through SOAR playbooks and Kubernetes-hosted and/or cloud-hosted pipelines.
• Assist with the design, engineering, deployment, and maintenance of custom automation tools (primarily in Python and PowerShell)
• Develop integrations with security tools and APIs.
• Evaluate and implement emerging technologies to improve cybersecurity and analytics capabilities
• Assist with the development and support of dashboards, metrics, and monitoring alerts related to the team’s and the department’s operations.
• Develop and maintain documentation related to the team’s automated workflows/products.
• Partner with data scientists, analysts, engineers, and other stakeholders to identify requirements and deliver high-quality solutions and insights.
• Provide mentorship and coaching to junior team members, fostering skill development and encouraging continuous learning.

Threat Detection Engineer, Data Engineering

Public Relations

• Support PR and media relations efforts including developing pitches and background documents
• Conduct media trainings and monitor external media relations inquiries
• Draft news releases and social media copy
• Build awareness of the NM value proposition and drive business

Public Relations Intern

• Deliver a personalized and remarkable experience by answering new account questions, explaining available servicing options, and guiding Financial Representatives through the account-opening process in a call center environment.
• Resolve basic, intermediate, and complex new account inquiries and transactions within a registered area.
• Review new account requests and supporting documentation for accuracy, completeness, and alignment with established procedures and regulatory requirements.
• Research and evaluate solutions to complex new account issues, including identifying root causes, addressing exceptions, and resolving escalations.
• Take ownership of new account inquiries and transactions from initial submission through resolution, anticipating potential issues to reduce delays, repeat contacts, and unnecessary transfers.
• Effectively de-escalate challenging situations while guiding Financial Representatives through complex or unique new account requirements.
• Serve as a trusted advocate for Financial Representatives and partner with them to support the needs of their clients throughout the account-opening process.
• Promote available technology and self-service capabilities by educating Financial Representatives on tools and resources that support new account submissions.
• Understand the risks and potential client impacts associated with new account transactions, documentation, and account setup.
• Understand how systems connect to new account processes and outcomes and clearly explain system capabilities and limitations to others.
• Work effectively through ambiguity and changing requirements within a regulated environment to deliver accurate and positive outcomes.
• Support team members through process, technology, and regulatory changes and help others adapt to new ways of working.
• Build professional relationships with team members, field partners, and clients to strengthen trust and brand loyalty.
• Balance phone and transactional responsibilities while maintaining accuracy, confidentiality, and client data privacy.
• Identify opportunities to improve new account processes, reduce delays, and enhance the experience for Financial Representatives and clients.
• Coach, mentor, or train team members on new account processes and procedures as needed.

Investment Client Services Analyst – New Accounts

Billing Specialist

• Performs quantitative and qualitative data analysis to accurately process reimbursement payments for Long Term Care needs
• Uses extensive claims knowledge in interpreting and analyzing pertinent facts to review claims data necessary for accurate financial claims management
• Responds to questions from incoming Insured or representatives’ phone calls and emails regarding requests for information needed for ongoing long-term claim administration
• Uses knowledge and empathy to identify, evaluate, and interpret client’s status and needs and provide proactive resolutions and recommendations to achieve desired results
• Communicates both verbally and in writing with Insureds and their representatives, field force, and service providers regarding insured’s eligibility for payment and decision-making reasoning
• Assist in determining provider eligibility as it relates to individual Insured’s plan of care by gathering information about Insured’s medical, function and cognitive status
• Collaborates with providers of care on behalf of Insured to obtain necessary supporting documentation needed to make decisions and process payments
• Captures and documents claim information accurately in the claim system; creates tasks as required; appropriately pulls work from assigned group planner
• Process exceptions as they relate to the contracts by interpreting state and contract variations
• Participate in team meetings, project and committee work as appropriate, including the development of process improvements
• Support training of new team members, as needed
• Analyzes eligibility for and approves or denies the payment of active long-term care claims.

LTC Active Specialist – Billing

Contract Specialist

• Provides technical direction and support to divisional staff, policy owners, network representatives, Network Office staff, and HO personnel primarily as a result of project work affecting the business area.
• Assists with development of business requirements, system changes, problem resolution, compliance driven initiatives, documentation and process improvement initiatives for new and/or existing systems and processes.
• The incumbent develops, trains, and provides support for new or updated business procedures.
• Leads and/or participates in assigned projects.
• Responds to complex/sensitive service questions arising from new or updated business procedures.
• Identifies, develops and implements significant process, system and workflow improvements.
• Participates in both departmental and intradepartmental projects and process improvements.
• Acts as a liaison to project managers and others within and outside the department.
• Develops creative solutions that meet customer needs.
• Leads the development of business requirements for new product development or significant service enhancements.
• Develops business procedures and provides training to divisional staff.
• Identifies gaps. Uses knowledge of business processes and application systems to resolve issues and provide implementation support.
• Executes quality assurance plans necessary to enhance system/process efficiencies.
• Performs complex calculations and estimates, both routine and non-routine special handling for in force contracts where alternative processing methods to calculate and process are required.
• Communicates the end result to the financial representative and policyowner.
• Effectively balances the quantity and the quality (proficiency) of the work assigned.
• Resolves difficult and sensitive cases involving questions related to specific policy or procedure, complaints and errors, requiring an unusual degree of knowledge, sensitivity, critical thinking and judgment.
• Provides assistance to analysts who are the primary service contacts related to business process changes.
• Provides answers to questions, advice, feedback and support. Provides counsel and assistance to Network Office staff on procedures and practices.

Contract Change Value Specialist

Learning and Development

• Responsible for technical analysis/processing of 1035 exchange life insurance applications
• Successfully resolves questions and inquiries from Financial Reps and clients
• Takes ownerships of calls and anticipates future issues to avoid repeat calls and unnecessary call transfers
• Serves as a trusted advocate for our Financial Representatives
• Educates Financial Representatives on self-service capabilities
• Fosters a professional relationship with our clients
• Exhibits skill in de-escalating servicing concerns
• Achieves productivity standards and goals while maintaining the highest level of customer service
• Handles phone and transactional responsibilities while adhering to strict confidentiality and privacy standards
• Able to multi-task between phone and casework/transactional duties with a high degree of accuracy and quality
• Researches and evaluates possible solutions using all available resources
• Manages casework in accordance with area service and/or productivity standards
• Identifies opportunities for improvement and is an advocate for delivering viable solutions and alternatives

Exchange Analyst

Representative

Outside Representative – Former Educator, Coach

Engineer

• Maintain and mature the operational hunt framework used across Cyber Defense
• Build, document, and refine the templates, integrations, and standards hunters from multiple teams follow
• Execute hunts and support the hunt community across teams
• Report on program outcomes and communicate findings to internal stakeholders
• Contribute detection candidates through the established handoff pipeline
• Mentor analysts and junior hunters

Senior Threat Hunt Engineer

• Engage with clients to understand their financial goals, aspirations, and concerns
• Develop comprehensive financial plans that include investments, insurance, and retirement
• Recommend and implement insurance strategies to protect clients' assets and income
• Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances
• Build and maintain a network of clients through referrals, community involvement, and professional associations