Sales Support Administrator - Financial Services/Insurance Industry
Northwestern Mutual Northern Ohio Group in Downtown Cleveland is looking to hire highly energetic individuals to help in our Back Office. We enjoys a rich heritage as a provider of financial planning services to thousands of families and business owners in Northern Ohio. The Cleveland office was established on April 24, 1886. Our growing firm has worked diligently to help people achieve their goals and dreams for financial growth and security.
Our Financial Representatives provide a broad range of services and products to our clients helping them to achieve financial security. We believe there are two halves to consider: protect and grow. Instead of focusing on insurance or investments alone, we bring them together into one whole picture to help you Live Life Differently . In this role you will be supporting our world-class financial representative team.
Bachelor's degree, preferably in business or an equivalent combination of education and/or progressively responsible work experience. Associate agent contract preferred.
Three years' experience in Insurance and/or Investment industry
Active State of Ohio Life and Health License (Preferred but not required)
Experience leading and manage people.
Superior written and oral communication skills.
High degree of organizational skills.
Ability to take independent action to make sound decisions.
Knowledge of computer technology, hardware and software.
Ability to be diplomatic.
Ability to be flexible and open minded.
The role of the Sales Support Administrator is to support Financial Representatives.
Conduct weekly one-on-one meetings with all Financial Representatives supported
Prepare and manage client communications during the onboarding process
Participate in Development Team meetings to disseminate and gather information for the betterment of the reps and the office
Prepare, or collaborate with others, to develop consistent, high quality life stage appropriate plans for every Financial Representative subscribing to the Financial Planning unit
Compile meeting kits which includes all materials needed for the approach, close, delivery and client review
Collect and input client meeting notes
Maintain compliant electronic client files
Manage underwriting process which includes providing, or collaborating with others to provide:
Pre-checking applications for completeness and accuracy
Scheduling requirements and medical exams
Monitoring of the Daily Status Report (DSR) and take action on cases needing attention
Process, or collaborate with others to complete risk product (POS) service requests such as name and address changes, beneficiary changes, updates to Insurance Service Accounts to facilitate the collection of payments, etc.
Salary range $40K to $45K depending on experience. Full company benefits including Life & Health, 401K with company match and paid vacation/holiday days.
Interested candidates please click 'apply' to submit your resume online.
Employment Type: Permanent
Work Hours: Full Time
Pay: $40,000 to $45,000 USD
Pay Period: Annual
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