Casework (60%)
Interprets data accurately to research, analyze, and resolve cases within primary area function/process; may still be acquiring higher level skills; may have general knowledge of multiple functions/processes.
Conducts in-depth analysis to correctly identify problems, escalating issues as needed.
Makes appropriate and accurate decisions with strong knowledge of standard processes, systems, business rules, and procedures; may require application of non-standard policies and procedures to complete work.
Under the direction of the Manager, Specialist, or Mentor, may handle more complex casework.
Completes cases within defined turnaround times
>Team Responsibilities (25%)
Gives and receives regular feedback/information in an open and positive manner.
Helps others with additional casework as needed.
Tries new ways of challenging the status quo and changing the way we work.
Contributes to a positive environment by openly communicating new ideas/solutions, perspectives and experiences in team meetings, training sessions, 1x1s and huddles.
Demonstrates behaviors that reflect and support our company and department values, vision, and culture of learning/growth
Acts in a manner necessary to achieve organizational results (i.e. big picture).
Organizes work in a manner that allows team members to easily locate and complete casework when needed.
>Customer Experience (10%)
Handles and takes ownership of standard and non-standard communications (phone, email) with the Field and Home Office partners.
Communication is professional, complete, accurate, timely, and effective.
Appropriately escalates exceptions to Manager, Specialist, or Mentor as appropriate.
Appropriately documents cases through the case management system.
>Personal Learning and Growth (5%)
Exhibits a commitment towards personal learning and growth.
Takes initiative to learn topics outside of core responsibilities.
Qualifications
High School diploma.
Minimum of two years of work experience demonstrating proficiency performing a variety of mathematical calculations and inputting accurate data.
Experience should include minimum of one year of previous field compensation experience, one year of call center and/or customer service experience, or a combination thereof in a financial services environment.
Strong demonstrated skills in analyzing complex information, problem solving, judgment, and independent decision making
Insurance Operations Experience a helpful
High level or organization and follow through.
Able to identify and establish priorities to meet deadlines on multiple assignments.
Demonstrated computer experience, including Word and Excel.
Commitment to quality customer service.
Has highly developed and demonstrated verbal and written communication skills proficiency within the home office and the field.
Must handle confidential data in a manner consistent with the Privacy Information Act and Northwestern Mutual Standards
Successful completion of any appropriate pre-employment testing.
Compensation Range:
Pay Range - Start:
$20.51Pay Range - End:
$30.76Geographic Specific Pay Structure:
Structure 110:
Structure 115:
We believe in fairness and transparency. It’s why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you’re living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.
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Northwestern Mutual is an equal opportunity employer that welcomes talented individuals of all backgrounds. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
We believe relationships are built on trust. That our lives and our work matter. And that doing what’s right is good for everyone — our clients, our employees, our financial representatives and our communities.
These beliefs launched our company nearly 160 years ago. Today, they’re just a few of the reasons why people choose to build careers at Northwestern Mutual.
That means we’ll be here for the millions of people who are counting on us—our clients, our employees, our financial representatives and our communities.
We care.We make a positive difference in our communities. Nationally, thousands have benefited from our support of research and programs to fight childhood cancer. Each year, our Foundation, employees and financial representatives donate time, talent and financial support to causes they’re passionate about.
In a company with such a long and storied history, this may be the most exciting and important time to be a part of Northwestern Mutual. We’re strong, innovative and growing. And we want you to grow with us.
We invest in our people.We provide opportunities for employees to grow themselves, their careers, and, in turn, our business. Movement around the company is encouraged and we help our people build meaningful, long-term careers.
Be part of building our future.We’re expanding our campus in downtown Milwaukee overlooking Lake Michigan. The Northwestern Mutual Tower and Commons will include a state-of-the-art employee Learning Institute, and will feature a natural light-filled, 21st century work environment. This signature development reinforces our commitment to job growth, attracting top talent and drawing new business to Milwaukee.
Enjoy Milwaukee.Located on beautiful Lake Michigan, Milwaukee offers a perfect balance of big city and small town living. Home to Summerfest, the world’s largest music festival, Milwaukee has a thriving music scene, a celebrated annual film festival and vibrant performing arts community. Professional sports teams include the Milwaukee Brewers, Milwaukee Bucks and other major teams. And outdoor family fun is easy here. An extensive urban bike path network links our lakefront parks, beaches and other recreational hotspots.
At Northwestern Mutual, our employees, and our business, are always evolving. We are agile and continuously learning and improving. We have a work environment that empowers problem solving and encourages innovation—you will make an impact here.
We do what’s right.Our “do-what’s-right” value is pervasive. We ask ourselves: “Is this in the best interest of our clients? Our employees? Our financial representatives?” Acting on this value improves our clients’ experience, and makes Northwestern Mutual a better place to work.
We recognize and develop possibilities in our people.Onsite training and leadership development programs help employees succeed and grow. We also sponsor learning opportunities outside the company to help employees stay current in their fields, network with peers and gain external perspective.
Diversity makes us better.We believe diversity and inclusion cultivate creativity, innovation and a better experience for our clients. That’s why we recruit and grow people who bring unique perspectives, ideas, beliefs and cultural backgrounds.