Junior Insurance Operations Specialist
Northwestern Mutual
We do not know your resume yet
Upload your resume to unlock your actual match score and identify important JD keywords before applying.
Recruiters may search these ATS Keywords in your resume
Keywords
Job Description
We are seeking a Junior Insurance Operations Specialist in Omaha that will assist with the operations needs of our insurance practice. This position is for a growing team in Omaha with an award winning, top-tier firm under the Private Client Group umbrella. This team thrives on its collaborative culture and a supportive team environment.
Attention to detail and the ability to multi-task is critical. Responsibilities include working with clients through the insurance application process as well as providing ongoing service and support for their policies.
The Junior Investment Operations Specialist will occasionally interact with clients, and will help ensure the maintenance of an efficient, organized office that allows the representative to focus his/her energy on building client relationships.
Application Processing
- Assist clients with the completion of life insurance, disability insurance, long-term care insurance, and annuity applications.
- Help clients understand their insurance options and guide them through the application process.
- Coordinate with insurance carriers and underwriters to ensure the timely and accurate processing of applications.
- Follow up with clients on pending applications and required documentation.
Client Service & Support
- Handle case notes, processing correspondence, maintaining client case files and filing policy forms, and other paperwork
- Provide excellent customer service and support to clients, addressing any questions or concerns regarding their policies.
- Support the team with administrative tasks and other duties as needed.
Qualifications
- Bachelor’s degree in relevant field of study (preferred)
- Life and Health licensed or gain licensing within 6 months of employment
- Strong attention to detail and ability to multi-task
- Ability to work autonomously and as part of a team
- Excellent written and oral communication
- Experience with NetX360 and the Pershing Platform (preferred)
- Ability to maintain and respect the privacy and confidentiality of all clients and their accounts
- Familiarity with Microsoft applications, data entry and information retrieval software
About The Company
Northwestern Mutual
Northwestern Mutual is here for what’s most important—helping families and businesses experience the freedom of financial security for over 160 years. Through our personalized, holistic approach, including both insurance and investments, we’re helping people make the most of life today, and for days to come. Through advisors who stay with you every step of the way, leading insights and technology, and digital-first experiences, we’re here to show our clients a better way to money. In managing $265.0 billion in assets, $28.1 billion in revenues, and more than $1.8 trillion worth of life insurance protection in force, Northwestern Mutual has had the privilege of being there for more than 4.5 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company is trusted with more than $125 billion of client assets as a part of its wealth management company and investment services. We are strong supporters of our financial workforce nationwide as well as our home office professionals in Milwaukee, WI. We’re continuing to grow, and we believe diversity makes us stronger as we help shape the future of financial security. Help us get to know you by applying for open positions here: https://jobs.northwesternmutual.com/ Financial representatives and interns are independent contractors and not employees of Northwestern Mutual. https://www.northwesternmutual.com/social-media-guidelines
How to Apply Better for This Job
This section explains the correct next step without forcing sign-in immediately.
Check ATS score before applying
Scan your resume for ATS readability, formatting issues, missing sections, weak keywords, and content gaps.
Customize your resume for this JD
Match your resume with the job description and add data entry , client service , customer service , disability insurance , information retrieval , keywords where they fit naturally.
Find similar jobs too
Do not depend on one opening. Use your resume to find similar frontend jobs across relevant job platforms.
Ready with your customized resume?
Once your resume includes the right skills and is ATS-friendly, you can apply directly on the source platform.
Market Insights:Best Financial Advisor Jobs in India
Find the latest Financial Advisor jobs across top Indian cities. Compare job counts by location and apply where hiring demand is higher.