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About the Role

Deliver a pre-eminent level of Sales Support and Client Service, enabling financial representatives to effectively manage and grow their practices while ensuring an exceptional client experience. This role oversees the execution of the sales support process, from client insurance onboarding through approval, while maintaining strong communication with advisors, clients, and the Home Office. It serves as a key liaison between the network office, home office, financial representatives, and clients, ensuring consistent communication, operational excellence, and a seamless experience.

Responsibilities

Manage client insurance onboarding process from application to approval
Communicate with the Home Office
Accurately and thoroughly prep paperwork for insurance onboarding/submission
Assist Financial Representatives and team in tracking open case inventory and bringing cases to the finish line
Conduct weekly 1x1’s with Norwalk SET Staff and join weekly advisor 1x1’s when needed
Monitor Daily Status Report (DSR) and expedite any additional underwriting requirements
Process incoming insurance service requests from clients (address changes, bank change information, loan requests and ISA service inquiries)
Contact and advise clients regarding late payments
Answer and direct telephone calls appropriately
Communicate professionally and effectively with clients to resolve all issues
Handle all ongoing client service requests
Effectively and efficiently manage the office to support the growing businesses of reps
Manage facilities including kitchen, common areas, conference rooms, and veteran advisors offices
Handle rent escalation, calculation, and communication
Maintain relationships with building support staff
Ensure office and kitchen supplies are stocked
Organize and prep Quarterly Town Hall
Manage and oversee agency contests as needed
Serve as the primary event coordinator and manage all logistical functions for firm events
Partner and support firm initiatives including Diversity, Equity and Inclusion (DEI) programs

Requirements

Bachelor’s degree preferred or equivalent professional experience
Experience in financial services, insurance operations, or office management preferred
Strong leadership and team management experience
Excellent communication skills (written and verbal)
Demonstrated organizational and time management skills with ability to prioritize and multitask
High attention to detail and accuracy in a fast-paced environment
Ability to proactively identify needs and implement solutions
Strong client service orientation with a commitment to professionalism
Proficiency in Microsoft Office and operational systems
Ability to work independently and collaboratively
Willingness to obtain Life, Accident & Health licensing (if not already licensed)

Skills

Sales Support
Client Service
Communication
Organizational Skills
Time Management
Attention to Detail
Problem Solving
Client Relationship Management
Microsoft Office Proficiency
Teamwork
Independent Work

Location

Farmingdale

Work Type

Full-time

Experience Level

Preferred experience in financial services, insurance operations, or office management

Education Level

Bachelor's degree preferred or equivalent professional experience

About the Company

Northwestern Mutual has been helping families and businesses achieve financial security for over 165 years.
Offers a distinctive, whole-picture planning approach including both insurance and investments.
Empowers people to be financially confident.
Combines the expertise of financial professionals with a personalized digital experience and leading-edge technology.
Has $309 billion in assets, $31.1 billion in revenues, and more than $2 trillion worth of life insurance protection in force.
Provides financial security to more than 4.75 million people.
Offers life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions.
Holds more than $200 billion of client assets as part of its wealth management and investment services.