Northwestern Mutual

Customer Support

• Join a cohesive group of determined, ambitious professionals
• Provide a broader depth of service in life and health insurance
• Collaborate with agents in various insurance sectors
• Train and develop to achieve a meaningful impact in clients' lives

Insurance Agent, Support

Data Analyst

• Provide quantitative and qualitative data analysis to identify patterns, trends, insights, and opportunities that support business decisions.
• Develop reporting, dashboards, forecasts, and other analytical deliverables that help leaders understand performance and take action.
• Use data, analytics, and metrics to evaluate business processes, identify risks or opportunities, and provide data-driven recommendations.
• Translate complex data findings into clear written, verbal, and presentation-based insights for department leaders and business clients.
• Produce actionable reports that highlight key performance indicators, identify areas for improvement, and support root-cause analysis.
• Partner with stakeholders to understand business questions, user needs, current processes, and the decisions the analysis needs to support.

Senior Data Analyst – Risk Product

Project Manager

• Using project management expertise, plans, monitors and manages internal projects from initiation through completion
• Secures required resources and uses formal processes and tools to manage resources, budgets, risks, and changes
• Manages projects to ensure on-time completion according to specifications and within budgeted costs.
• Independently leads complex departmental project/support assignments and/or participates in cross-departmental projects
• With department management, defines the objectives to be accomplished by the project team
• With the team, develops the project plan
• Directs team members to determine the best methods to achieve the projects objectives
• Allocates staff and budget resources required to achieve project objectives
• Identifies and solves a range of problems in straightforward situations
• Analyzes possible solutions and assesses each using standard procedures, developing a recommended approach
• Conducts analysis to identify the scope and nature of a business and/or system problem
• Responsible for accomplishing the stated project objectives through key project management responsibilities
• Responsible for developing, maintaining and revising project deliverables
• Responsible for gathering and delivering metrics as required by the project
• At the direction of project manager lead, develops presentations and communications
• Identifies alternative options in the development and enhancements for new policies and processes
• Responsible to manage project risk through the development, maintenance and revision of reports and tracking tools
• Understands the key business drivers as they relate to the projects
• Adapts to the various internal procedures and forms close links with the business partner representatives
• Explains information and persuades others in straightforward situations
• Effectively interact, negotiate and influence project teams and business partners to provide acceptable solutions and results
• Acts as a liaison to facilitate an understanding and partnership between business clients.
• Gathers and delivers day-to-day progress of a project as it relates to managing scope, schedule, cost and quality

Client Services Representative

• 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.
• Resolves inquiries and transactions from Financial Reps and clients on basic and intermediate (semi-complex) level calls and transactions and is learning to become proficient in complex work.
• Researches and evaluates possible solutions to semi-complex problems that requires identifying root cause and some deviations from procedures
• Takes ownership of calls and begins to anticipate future issues to avoid repeat calls and unnecessary call transfers
• De-escalates client experience situations and applies skills learned in Effortless Experience training (CEB) to all situations.
• Serves as a trusted advocate for our Financial Representatives and partners with them to meet the needs of our clients.
• Embraces new technology, educates clients and Financial Representatives on our client website and self-service capabilities and understands risks and impacts that the transaction has on the client or policy.
• Embraces change by keeping an open mind to new ideas, and readily adjusts to new or changing processes.
• Embraces continuous improvement by identifying opportunities for improvement.
• Fosters a professional relationship with our clients to enhance brand loyalty.
• Handles phone and transactional responsibilities while adhering to strict confidentiality and privacy standards.
• Multi-tasks between phone and casework/transactional duties with the high degree of accuracy and quality.

Insurance Agent, Support

Senior Data Analyst – Risk Product

Project Manager

Client Care Services Representative