Job Description

Job Description

Job Description

We're searching for a diligent office assistant to provide administrative support. You’ll be responsible for responding to all complaints and questions in a friendly and timely manner, implementing office standards to streamline our processes, scheduling appointments, and company trips, ordering office equipment, and marketing our brand through community events and print and digital mediums. Applicants should be extremely thorough, possess excellent communication skills, and have some background in customer service. Send us your resume today to become part of the team! Compensation:

$17 - $21 hourly

• Facilitate communication between our customers and team to ensure customer satisfaction
• Coordinate any company parties, necessary appointments, or travel
• Improve skill sets through employee development programs
• Oversee online and print marketing efforts
• Create and implement data entry protocols to streamline processes and increase productivity

SUPPORT

• Handle case notes, process correspondence and maintain client case Files
• File new statements, account forms, and other insurance/investment -related materials
• Maintain financial representative’s calendar and a scheduled follow-up appointment
• Answer telephone calls and direct them as appropriate
• Process client/prospect reservations for marketing events such as seminars and assist in the preparation of seminar materials and event mailings
• Maintain supplies of current insurance/investment -related marketing materials
• Input data, print proposals, and gather information at the direction of financial representative in preparation for client/prospect meeting
• Contact clients to set up follow-up meetings with representative
• Contact clients to confirm receipt of forms or request a return of completed forms
• Monitor Daily Status Report (DSR) and expedite any additional underwriting requirements
• Prepare/print letters of instruction for client's signature
• Prepare policies for delivery
• Send client birthday cards and schedule birthday/age change appointments for representative
• Generate lead letters and implement marketing programs

Client Service Support

• Review insurance applications, conversions, and policy changes for completeness and accuracy and return to a representative for any missing information
• Arrange medical, paramedical, and any exams necessary for underwriting
• Provide current status and account values for non-securities-related accounts
• Contact clients regarding late payments
• Process incoming non-securities related insurance service requests from clients (process address changes, bank change information, loan requests, and ISA service inquiries)

• Proficient in basic computer software and can quickly learn to use new programs
• High school diploma or GED required
• Prior experience in office management or our industry is a plus
• Enjoys talking with customers and can communicate through verbal and written channels
• History of being deadline-driven and extremely organized

Northwestern Mutual Woodland Hills CA is the place to grow your career. No matter where you are on your career journey, we support your growth— whether that’s at the office or with opportunities to make a difference in the community, we want you to feel empowered. We believe in hiring smart people and then listening to them. Northwestern Mutual employees have chosen to work somewhere they can be proud of. We're proud to listen to them and learn from them as we build the future together.

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