Full time Administrative Assistant (SET Team)
Join Northwestern Mutual Chicagoland-Schaumburg, part of a company named among the most admired in the world by Fortune and one of the best places to work by the Chicago Tribune. Our success depends on our ability to provide the highest level of support and solutions to our advisors and in turn, to our clients.
Pay, benefits and more.
We are eager to attract the best, so we offer a salary of $50,000 - $60,0000 and a generous benefits package including medical, dental, vision, retirement, employee assistance programs, life, and disability insurance.
What you’ll do on a typical day:
- Your focus will be successfully supporting our advisors with their activity, meeting, or exceeding client expectations, and working to ensure effective business ownership and service improvements.
- Conduct weekly one-on-one meetings with all under-five Financial Representatives
- Participate in Development Team meetings to disseminate and gather information
- Manage underwriting process which includes providing or collaborating with others to provide:
- Pre-filling applications
- Pre-checking applications for completeness and accuracy
- Submitting applications
- Scheduling requirements and medical exams
- Monitoring of the Daily Status Report (DSR) and act on cases needing attention
- Oversee case notes, process correspondence, and maintain client case files
- Maintain financial representative’s calendar and reach out to schedule follow-up appointments
- Input data, run proposals, and gather information in the direction of financial representative in preparation for client/prospect meeting
- Contact clients to confirm receipt of forms or request return of completed forms and maintain current client information and advise clients regarding non-securities sales and service-related issues
- Review insurance applications, conversions, and policy changes for completeness and accuracy
- Arrange medical, paramedical, and any exams necessary for underwriting
- Front office duties: Mail opening, logging of investment checks
- Other duties, responsibilities and projects assigned
What you need to succeed at NM Chicagoland:
At a minimum, you’ll need to be:
- Committed to professional development (obtaining licensing, IL Life & Health Insurance License)
- Obsessed with details, organization, and order
- Excellent oral and written communication skills
- Trustworthy, committed to confidentiality, and show unparalleled integrity
- You are flexible and can effectively contribute to multiple areas, adjusting to different needs or challenges
- Work autonomously and collaboratively
- You possess strong intuition and thoughtful judgment when it comes to both situations and people
- Have a passion for managing an overall positive client experience through ongoing administrative support
We are proud to be an Equal Opportunity/Affirmative Action employer. Qualified applicants will receive consideration for employment without regard to race, sex, disability, veteran, or other protected status.
