Insurance - Investment Operations Associate
Northwestern Mutual - Ridgeland/Jackson, MS
Ridgeland, MS US
Posted ago
Northwestern Mutual - Ridgeland/Jackson, MS

Insurance and Investment Operations Associate

Northwestern Mutual - Tauzin Wealth Management is a full-service financial advisory practice specializing in wealth management, wealth accumulation, risk management, retirement planning, tax-efficient strategies, and estate planning. We partner with clients to understand their values and objectives and then we build a comprehensive plan designed for them. Our expertise, passion, and commitment enable us to form enduring relationships rooted in a shared drive toward lifetime financial security. We are proud of what we have built and the families we have helped over the last thirty years.

What you will bring to the team: You will lead the insurance operations process. Broadly speaking, you are collaborative, intelligent, highly resourceful, detail-oriented, goal-focused, and an experienced professional with an ownership mentality.

Responsibilities

Things you will do:

  • Correspond with clients to complete new application documentation, coordinate medical exams, align or create billing accounts, and submitting all paperwork
  • Act as a liaison for underwriting requirements and provide internal and external updates
  • Provide internal assistance with policy maintenance, billing, and servicing
  • Collaborate with advisory teams to find the best solutions for unique client situations and creatively problem-solve issues that arise within core client services
  • Develop a solid understanding of the firm’s insurance operations, pilot new programs, and manage compliance to ensure the practice exceeds standards
  • Input client information into our Client Relationship Management (CRM) database

Qualifications

Desired Skills and Experience:

  • Insurance: Life, Health, Long Term Care
  • Familiarity with Microsoft Office Suite, Outlook, Excel, Adobe Acrobat, Google Sheets
  • Comfortable manipulating, archiving, and moving electronic documents


Competencies Needed:

  • Focused on complete client care and delivering on promises made to clients
  • Detail orientation, focus, and follow-through is essential
  • Ability to document work processes, streamline tasks for efficiency, and ensure work is done accurately
  • Ability to learn new applications and software
  • Publicly represent the firm’s strategic brand

Compensation
$50,000 - $70,000 yearly
About Northwestern Mutual - Ridgeland/Jackson, MS

The Northwestern Mutual Difference: We make plans for people, not just money. So no matter your goals, we have access to top-rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, April 2019
  • Highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 5 U.S. Independent Investment Broker-Dealer3

A.M. Best Company, A++ (highest), 04/20; Fitch Ratings, AAA (highest), 08/20; Moody's Investors Service, Aaa (highest), 07/20; S&P Global Ratings, AA+ (second highest), 06/20. Ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.


Measured by 2019 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor Magazine and Investment News, May 2020.

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