Join a dynamic team dedicated to delivering exceptional customer experiences as you support clients with their inquiries in a call center setting. Your role will involve providing tailored assistance and service options while ensuring clients feel valued and heard.

Key Responsibilities

• Deliver an extraordinary, personalized experience to clients by promptly addressing their questions and providing service solutions for their products or services.

• Effectively handle inquiries and transactions from Financial Representatives and clients, ranging from basic to intermediate (semi-complex) calls, while developing proficiency in handling complex issues.

• Investigate and assess potential resolutions for intricate problems, focusing on identifying root causes and carefully navigating deviations from established procedures.

• Take ownership of client interactions, proactively anticipating and mitigating future issues to reduce repeat inquiries and transfers.

• Skilfully de-escalate challenging client situations while guiding them through intricate and unique inquiries.

• Act as a reliable partner and advocate for Financial Representatives, collaborating to meet client needs effectively.

• Embrace and promote new technology by educating clients and the field on self-service capabilities, while understanding the implications of transactions on client policies.

• Comprehend how interconnected systems influence processes and outcomes, driving a seamless client experience.

• Champion change and continual improvement by establishing processes that adapt to evolving business needs.

• Build professional relationships that foster brand loyalty with our clients.

• Manage phone and transactional activities with a commitment to upholding strict confidentiality and privacy standards.

• Demonstrate agility in adjusting work priorities to align with business demands and customer needs.

Preferred Qualifications

• An Associate’s degree in business or a related field, or a comparable mix of education and experience.

• A minimum of 2 years of customer service experience showcasing strong service skills.

• An advanced understanding of Investment or Income markets and products, such as VA, VL, VUL Retirement, or Business markets.

• A foundational knowledge of tax implications related to these products.

• Exceptional written and verbal communication skills.

• Adept at multi-tasking and managing high volumes of calls or case loads accurately.

• Strong organizational skills with the capacity to prioritize effectively.

• A keen desire for ongoing learning and professional development.

• Excellent problem-solving abilities with a focus on providing actionable options.

• Proficient computer skills, including solid keyboarding abilities and familiarity with current software applications.

This position qualifies as a Registered Representative under NMIS guidelines and requires fingerprinting.

Compensation Details:

Starting Pay Range: $21.35 – $32.02

Geographic Pay Structure:

We believe in fairness and transparency. While we disclose a salary range for most roles, the final salary will reflect factors such as the candidate’s skills, experience, market conditions, and location. For candidates in California, New York City, or other eligible areas, specific geographic pay structures, compensation, and benefits may apply. Click here for more information.

Embark on a fulfilling career journey with a leading company that places client interests at the forefront of all initiatives. Apply today!

Northwestern Mutual is proud to be an equal opportunity employer, actively encouraging diversity within our workforce. We are devoted to fostering an inclusive environment where all employees can contribute innovative ideas, embrace challenges, take on leadership roles, and focus on achieving both business and personal goals.

DISCOVER YOUR POTENTIAL

We are enthusiastic about the talent individuals bring to Northwestern Mutual. Here, you can develop your career while enjoying top-notch perks and a dedication to a culture of belonging.

• Flexible work schedules
• Concierge services
• Comprehensive benefits packages
• Employee resource groups

PandoLogic. Category: General, Location: Franklin, WI-53132