US National Labor Exchange Home
Specialized Client Care Srvcs Rep - FRANKLIN, WI,

Job Information

Job Order ID :
WI3664679
# of Positions :
1
Minimum Education Level :
Vocational Degree
Experience Required :
Training :
Associate Degree
Duration :
Shift :
Unspecified
Hours per week:
40

Job Description

 
JOB REQUIREMENTS: At Northwestern Mutual, we are strong, innovative and
growing. We invest in our people. We care and make a positive
difference. Primary Duties and Responsibilities Delivers a personalized
and remarkable experience for our clients by answering their questions,
providing servicing options and helping them with their products or
services in a call center environment. Works on becoming proficient at
resolving inquiries and transactions from Financial Reps and clients on
basic and intermediate (semi-complex) level calls and transactions in a
Specialized area. Researches and evaluates possible solutions to
semi-complex problems that requires identifying root cause and some
deviations from procedures. Takes ownership of calls and begins to
anticipate future issues to avoid repeat calls and unnecessary call
transfers. De-escalates client experience situations and applies skills
learned in Effortless Experience training (CEB) to all situations.
Serves as a trusted advocate for our Financial Representatives and
partners with them to meet the needs of our clients. Embraces new
technology, educates clients and Financial Representatives on our client
website and self-service capabilities and understands risks and impacts
that the transaction has on the client or policy. Embraces change by
keeping an open mind to new ideas, and readily adjusts to new or
changing processes. Embraces continuous improvement by identifying
opportunities for improvement. Fosters a professional relationship with
our clients to enhance brand loyalty. Handles phone and transactional
responsibilities while adhering to strict confidentiality and privacy
standards. Multi-tasks between phone and casework/transactional duties
with the high degree of accuracy and quality. Qualifications Associates
degree in business or related field or equivalent combination of
education and experience. Minimum of 1 year related customer service
experience with proven customer service skills. Basic understanding of
specialized products and/or markets (i.e. DI, LTC, Whole Life,
COLI/BOLI, etc.). Basic understanding of risk products or processes.
Basic understanding of financial planning. Strong written and verbal
communication skills. Ability to multi-task and handle high volume of
calls/case load with the greatest possible degree of accuracy. Strong
organization skills with the ability to prioritize tasks. Ability to
welcome change and embrace continuous improvement in a fast-paced work
environment. Strong problem-solving skills and ability to provide
options. A strong desire to continuously learn and improve. Demonstrated
computer experience with solid keyboarding skills and proficiency with
current software packages. Ability to navigate multiple systems and
applications to complete standard requests. Successful completion of any
required\... For full info follow application link. EEO/AA
Employer/Vets/Disability \*\*\*\*\* APPLICATION INSTRUCTIONS: Apply
Online: ipc.us/t/59E7FE76874B468B Qualified females, minorities, and
special disabled veterans and other veterans are encouraged to apply.

Company Information

Name :
NORTHWESTERN MUTUAL LIFE INSURANCE

Application Information

© 2024 Copyright DirectEmployers Association, Inc., a non-profit consortium of leading global employers