Primary Duties & 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
Becomes 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 able to apply 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 testing.
This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.Non-Registered Fingerprinted - FINRACompensation Range:
Pay Range - Start:
$20.51Pay Range - End:
$30.76Geographic Specific Pay Structure:
Structure 110:
Structure 115:
We believe in fairness and transparency. It’s why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you’re living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
SkillsCustomer Service Mindset (NM) - Intermediate, Field Relations (NM) - Beginner, Quality Acumen (NM) - Beginner, Policy Inquiries & Complaints Management (NM) - Beginner, Adaptive Communication (NM) - Beginner, Data Security (NM) - Intermediate, Teamwork (NM) - Intermediate, Compliance (NM) - Beginner, Prioritization (NM) - Beginner, Insurance Products (NM) - Beginner, Change Adaptability (NM) - Beginner, Policy & Procedure (NM) - Beginner, Root Cause Analysis & Decision Quality (NM) - Beginner, Attention to Detail (NM) - Intermediate, Escalation Management (NM) - Beginner, Client Advocacy (NM) - Beginner, Analytical Thinking (NM) - Beginner, Customer Support (NM) - Intermediate, Case Management (NM) - Beginner, Tax Awareness (NM) - Beginner
FIND YOUR FUTUREWe’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
Flexible work schedulesConcierge serviceComprehensive benefitsEmployee resource groupsPandoLogic. Category:Finance, Keywords:Financial Broker, Location:Franklin, WI-53132 Read LessWhat You'll Do
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
Becomes proficient at resolving inquiries and transactions from Financial Reps and clients on basic and intermediate (semi-complex) level calls and transactions which requires a basic understanding of a risk product.
Resolves routine problems by following defined standard process and evaluating solutions.
Takes responsibility of the client experience to make a difference by connecting with the client and seeing things from their point of view.
Handles phone and transactional responsibilities while adhering to strict confidentiality and privacy standards.
Fosters a professional relationship with our clients to enhance brand loyalty.
Exhibits consistent and appropriate style and customer focused approach to a variety of customers and customer situations.
Uses available resources to effectively and accurately complete routine cases.
What You'll Bring to the Role
As a Customer Service Representative at Northwestern Mutual, you will be a key ambassador of our client experience. As part of our client service operations, you will engage with clients and financial representatives across multiple channels, expertly resolve inquiries and process transactions related to insurance, investments, or other financial products, and contribute to a culture that values proactive problem solving and continuous improvement. We are committed to providing exceptional support and are proud to welcome bilingual candidates—particularly Spanish speakers—as we strive to serve our diverse clientele.
This is a Hybrid role for Milwaukee, WI
3 days on site and 2 days' work from home - Start Date July 13th, 2026.
Key Responsibilities
Client Engagement:
Provide prompt, accurate, and courteous service to clients and financial representatives via phone, email, and potentially other digital channels.
Deliver personalized support by understanding customer needs and offering tailored solutions within the scope of Northwestern Mutual's products and services.
Issue Resolution:
Handle both basic and intermediate (semi-complex) inquiries with a clear understanding of our insurance, investment, or related financial products.
Use defined processes for routine issues while applying critical thinking to suggest effective solutions for non-standard situations.
System Navigation & Accuracy:
Efficiently navigate multiple proprietary and standard software applications to process requests with exceptional attention to detail and accuracy.
Maintain high accuracy in data entry and case management, ensuring client information is handled securely and confidentially according to industry regulations and company policy.
Relationship Building:
Develop professional and empathetic relationships with clients and Financial Advisors.
Enhance the overall client experience and build brand loyalty through proactive communication, follow-ups, and quality service.
Continuous Improvement:
Embrace change in a dynamic environment and actively contribute ideas for process enhancements to improve efficiency and client satisfaction.
Participate in ongoing training sessions and professional development opportunities to stay current with products, services, regulations, best practices, and technological advances.
Required Qualifications
An Associate’s degree in Business, Finance, or a related field, or an equivalent combination of education and professional experience.
Exceptional verbal and written communication skills with a strong customer-focused mindset.
Strong organizational and multitasking abilities in fast-paced settings.
Demonstrated proficiency in using modern software packages and navigating multiple complex systems.
A proactive approach toward problem solving with a commitment to continuous learning and accuracy.
Skills You Have
Customer Service Mindset (NM) - Anticipates customer needs and applies understanding of customer needs or perspectives to solve problems and drive outcomes as the basis for decision making. Leverages knowledge of trends affecting customer to help them make informed decisions.
Customer Support (NM) - Captures customer information for inquiry and analysis in an organized, clear, and consistent manner; leverages knowledge of trends affecting customer to help them make informed decisions and communicates with the customer and the field. Uses customer intelligence to solve problems, demonstrate patience and understanding, ensure customer satisfaction by knowing the customer and audience and resolve customer complaints efficiently.
Change Adaptability (NM) - Becomes adaptable in response to continual changes; shows an openness to new ways of working, new methods, work-in-progress improvements and changes and seamlessly navigates the changing business environment and adjusts behavior as appropriate to the situation.
Client Advocacy (NM) - Translates customer issues and pain points into requirements, represents client’s best interests. Analyzes customer feedback to understand client needs and communicates client sentiment to product teams and relevant stakeholders.Analytical Thinking (NM) - Organizes and compares various aspects of a situation to comprehend and identify key or underlying complex issues through the use of quantitative data and analysis; leverages strong business acumen, problem solving, and interpersonal skills to think critically about situations from multiple perspectives and consistently seeks ways to improve processes.
Adaptive Communication (NM) - Formulates strategies to be used to convey complex information about services, products, systems, or processes to targeted audiences; communicates and liaises between technical and non-technical audiences. Quality Acumen (NM) - Demonstrates thorough understanding of the professional domain, adheres to established industry standards, and exhibits effective consultative behaviors. Continuously enhances knowledge through learning and experience, implements best practices consistently to provide better solutions, exceptional quality of service, and offers a seamless user experience.
Why Join Northwestern Mutual?
Growth Opportunities: We are invested in your professional development and provide clear pathways for career advancement within a stable and respected company.
Inclusive Culture: We foster a diverse and inclusive environment that encourages collaboration, integrity, and mutual respect.
Impactful Work: Your role directly influences client satisfaction and financial security, contributing to the overall success of our clients and the company, making a measurable
This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.Non-Registered Fingerprinted - FINRACompensation Range:
Pay Range - Start:
$18.74Pay Range - End:
$28.10Geographic Specific Pay Structure:
Structure 110:
Structure 115:
We believe in fairness and transparency. It’s why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you’re living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
SkillsTeamwork (NM) - Beginner, Customer Support (NM) - Beginner, Field Relations (NM) - Beginner, Quality Acumen (NM) - Beginner, Policy Inquiries & Complaints Management (NM) - Beginner, Adaptive Communication (NM) - Beginner, Customer Service Mindset (NM) - Beginner, Compliance (NM) - Beginner, Prioritization (NM) - Beginner, Insurance Products (NM) - Beginner, Change Adaptability (NM) - Beginner, Policy & Procedure (NM) - Beginner, Attention to Detail (NM) - Beginner, Root Cause Analysis & Decision Quality (NM) - Beginner, Data Security (NM) - Beginner, Escalation Management (NM) - Beginner, Client Advocacy (NM) - Beginner, Analytical Thinking (NM) - Beginner, Case Management (NM) - Beginner, Tax Awareness (NM) - Beginner
FIND YOUR FUTUREWe’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
Flexible work schedulesConcierge serviceComprehensive benefitsEmployee resource groupsPandoLogic. Category:Customer Service, Keywords:Customer Service Representative, Location:Milwaukee, WI-53205 Read LessCompany Overview
Northwestern Mutual is a FORTUNE 109 company with $41B in revenue that provides a wide range of financial services to free Americans from financial anxiety. As the leading provider of life insurance, we generate an impressive revenue of $40 billion and serve over 5 million customers.
Role Summary
In this role, you’ll help shape the strategy and future of Claims across Life/Annuities, Disability Income, and Long-Term Care—partnering with product and operational leaders to deliver a consistent, high-quality experience that strengthens Northwestern Mutual’s brand.
You’ll champion a culture of continuous improvement, translating assessments, and insights into measurable action while ensuring claims are administered in alignment with our philosophy and mission. You’ll lead initiatives that elevate operational efficiency, service levels, and customer communications, while driving enterprise projects that anticipate industry trends and the evolving needs of policyowners and financial representatives.
As a people leader, you’ll develop and guide senior leaders, influence team structures and resourcing, and partner to build training and talent practices that help teams thrive. If you’re energized by modernizing complex operations and making a visible impact on client experience at scale, this is your opportunity to lead meaningful change.
Primary Duties and Responsibilities
Develop comprehensive strategies and direct resources to achieve Department and Company field and client experience objectives across Claims.Ensure all claims are administered in accordance with the Company’s claims philosophy and mission and that financial representatives and policyowners maintain a favorable view of Northwestern Mutual's brand and reputation. Partner with functional and FrontRunner leaders to advance Forge initiatives, aligning claims operations strategy with enterprise transformation efforts to accelerate capability building, drive execution of priority initiatives, and scale new ways of working.Partner with claims product line leaders to develop, implement, and monitor an aligned strategy across multiple claims operational divisions (Life/Annuities, DI, and LTC)Bring forward and align industry advancements and trends with NM strategy.Create a culture of high quality and continuous improvement across Claims through the process of assessment, evaluation, insight, action, implementation, and measurement. Develop, maintain, and enhance effective communications with policyholders, beneficiaries, and financial representatives regarding all aspects of administering claims. Communicate in writing and over the phone with insureds, beneficiaries, and financial representatives on claim service-related issues if necessary for escalated situations.Direct, develop, and provide guidance to Senior Directors, Assistant Directors, and Managers in all operational matters, including those relating to claims administration, talent management, budgeting, and staffing.Provide partnerships to other leaders for new employee training and ongoing training strategy and execution. Leverage relationships across departments to ensure that claims analysts are knowledgeable about all relevant products and product changes. Drive implementation of best practices for hiring, training, and retention across operational teams.Participate in company-wide projects and analyze impact of process and/or system changes on Claims, policyholders, beneficiaries, and financial representatives.Maintain peer and industry relationships and education on current and future state claims best practices and partner to incorporate innovation and industry best practices into the strategic direction of the company's claims operations.
Qualifications:
Bachelor's degree or advanced degree in business or related field.10 or more years of progressively responsible management level experience to include leadership, customer service, and proven success directing and providing strategic leadership for multiple operations, diverse projects, and assignments.Solid understanding of insurance operations, Field relations, servicing functions, and insurance products.Understanding of business needs and claims processes in various business areas.Strong project leadership skills and strategy development.Strong leadership skills with proven experience leading others through change.Strategy implementation, setting direction, motivation, and driving for results.A continuous learner based on new environmental changes and impact to our claims paying philosophy.Strong negotiation skills and ability to think creatively to find solutions.Demonstrated superior written and verbal communication skills with ability to build rapport and gain acceptance at all levels with internal and external customers.Demonstrated ability to independently analyze and solve complex business problems. Strong skills and desire to develop direct reports and others.Demonstrated knowledge in process improvement, Lean, Continuous Learning and Improvement, or similar methodologies.Compensation Range:
Pay Range - Start:
$176,000.00Pay Range - End:
$264,000.00This role is eligible for additional short-term and long-term incentive compensation.
We believe in fairness and transparency. It’s why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you’re living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
SkillsInformation Gathering (NM) - Advanced, Attention to Detail (NM) - Advanced, Strategic Vision & Planning (NM) - Expert, Decision Making (NM) - Expert, Learning Agility & Critical Thinking (NM) - Expert, Data Application (NM) - Expert, Accountability (NM) - Expert, Adaptive Communication (NM) - Expert, Research Communication (NM) - Expert, Business Influence (NM) - Expert, Customer Centricity (NM) - Expert, Talent Development & Planning (NM) - Advanced, Insurance Acumen (NM) - Expert
FIND YOUR FUTUREWe’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
Flexible work schedulesConcierge serviceComprehensive benefitsEmployee resource groupsPandoLogic. Category:Logistics, Keywords:VP Operations, Location:Milwaukee, WI-53205 Read LessThe Account Maintenance & New Accounts team within Investment Client Services supports our field partners and clients by resolving servicing needs and completing account-related requests accurately and efficiently in a regulated, client-focused environment. This role handles end-to-end issue ownership across calls and transactions, including complex problem solving, de-escalation, and continuous improvement while maintaining strict confidentiality and client data privacy standards
Job Description
Primary Duties & 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. Expert at resolving inquiries and transactions from clients (Financial Representatives) on basic, intermediate (semi-complex), calls and transactions in a registered area and proficient at complex work. Researches and evaluates possible solutions to complex problems that requires identifying root cause and deviation from procedures and handles escalation resolution. Regularly promotes client retention and identifies opportunities for the field to build existing relationship, knows when to refer back to the field for follow up. Takes ownership of calls and anticipates future issues to avoid repeat calls and unnecessary call transfers. Ability to de-escalate client experience situations effectively while guiding clients (Financial Representatives) through complex and unique inquiries. Serves as a trusted advocate for our Financial Representatives and partners with them to meet the needs of our clients. Embraces new technology and serves as an advocate for self-service capabilities by educating- the field for the benefit of their client. Understands risks and impacts that the transaction has on the client or account. Understands how systems connect to processes and outcomes. Supports digital savvy capabilities in self and others/Understands how to explain system limits and capabilities to others. Lead others through change (help others adapt to changing environments and accept new situations). Works effectively with ambiguity in a regulatory environment to deliver a positive outcome. Fosters a professional relationship with team members, field staff and our clients to enhance brand loyalty. Handles phone and transactional responsibilities while adhering to strict confidentiality and client data privacy standards. Demonstrates the ability to coach, mentor or train others as needed.Qualifications:
Associates degree in business or related field or equivalent combination of education and experience. Minimum of 4 years related customer service experience with proven customer service skills. Basic knowledge of investment products or financial markets. Basic understanding of tax implications. Advanced 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. A strong desire to continuously learn and improve. Strong problem-solving skills and ability to provide options. Demonstrated computer experience with solid keyboarding skills and proficiency with current software packages. This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.Non-Registered Fingerprinted - FINRACompensation Range:
Pay Range - Start:
$23.11Pay Range - End:
$34.66Geographic Specific Pay Structure:
Structure 110:
Structure 115:
We believe in fairness and transparency. It’s why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you’re living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
SkillsCustomer Service Mindset (NM) - Intermediate, Policy Inquiries & Complaints Management (NM) - Intermediate, Prioritization (NM) - Intermediate, Policy & Procedure (NM) - Intermediate, Case Management (NM) - Intermediate, Teamwork (NM) - Intermediate, Compliance (NM) - Intermediate, Field Relations (NM) - Intermediate, Analytical Thinking (NM) - Intermediate, Adaptive Communication (NM) - Intermediate, Root Cause Analysis & Decision Quality (NM) - Intermediate, Quality Acumen (NM) - Intermediate, Client Advocacy (NM) - Intermediate, Data Security (NM) - Advanced, Attention to Detail (NM) - Intermediate, Financial Services Industry Acumen (NM) - Intermediate, Insurance Products (NM) - Intermediate, Change Adaptability (NM) - Intermediate, Customer Support (NM) - Intermediate, Escalation Management (NM) - Intermediate, Investment Products (NM) - Intermediate, Tax Awareness (NM) - Intermediate
FIND YOUR FUTUREWe’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
Flexible work schedulesConcierge serviceComprehensive benefitsEmployee resource groupsPandoLogic. Category:Finance, Keywords:Investment Analyst, Location:Franklin, WI-53132 Read LessAt Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference.
Job Description:
This position supports our field and clients with the management and movement of their retirement and investment accounts. Team members collaborate closely with financial representatives, their staff, and company colleagues to provide exceptional client support. Responsibilities include processing various account transactions, handling customer inquiries related to retirement and investment account money movement.
Primary Duties & Responsibilities
Provide Exceptional Service: Deliver a personalized and remarkable experience for our field partners and their staff by answering questions related to asset movement, providing detailed servicing options, and assisting them through asset movement transaction procedures or services in a call center environment.
Resolve Inquiries and Transactions: Efficiently resolve inquiries and transactions from Financial Reps and clients related to asset movement, handling both basic and intermediate (semi-complex) level calls.
Research and Evaluate Solutions: Investigate and evaluate potential solutions to complex asset movement transaction inquiries, sometimes requiring deviation from standard procedures to identify root causes.
Ownership and Anticipation: Take ownership of asset movement calls and anticipate future issues related to prevent repeat calls and unnecessary call transfers.
De-escalation Skills: Effectively de-escalate situations, guiding clients through complex and unique asset movement inquiries, and ensuring a positive client experience.
Trusted Advocacy: Act as a trusted advocate for our Financial Representatives, partnering with them to meet the asset movement needs of our clients.
Embrace Technology: Embrace new technology related to asset movement and advocate for website and self-service capabilities by educating field partners. Understand the risks and impacts of asset movement transactions on the client or account.
Systems and Processes: Understand how systems related to asset movement connect to processes and outcomes, ensuring seamless transfers and transactions.
Confidentiality and Privacy: Handle phone and transactional responsibilities related to asset movement while adhering to strict confidentiality and privacy standards.
Adaptability: Be adept at shifting work priorities to meet the dynamic needs of the business.
Qualifications:
Educational Background: Associate's degree in business or a related field, or an equivalent combination of education and experience, specifically in customer service:
For customer service a minimum of 4 years of customer service experience preferably with a focus on asset movement, related transactions, or financial services demonstrating proven customer service skills.
Communication Skills: Advanced written and verbal communication skills, with the ability to clearly explain complex asset movement processes and resolve client inquiries effectively.
Multi-tasking Ability: Strong ability to multi-task and handle a high volume of asset movement calls and caseloads with a high degree of accuracy and attention to detail.
Organizational Skills: Excellent organizational skills with the ability to prioritize tasks related to asset movement and manage time efficiently to meet deadlines.
Continuous Improvement Enthusiasm: A strong desire to continuously learn about asset movement processes and improve personal and team performance.
Technical Proficiency: Computer experience with solid keyboarding skills, and the ability to quickly learn and adapt to new software systems.
This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.Non-Registered Fingerprinted - FINRACompensation Range:
Pay Range - Start:
$23.11Pay Range - End:
$34.66Geographic Specific Pay Structure:
Structure 110:
Structure 115:
We believe in fairness and transparency. It’s why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you’re living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
SkillsCustomer Service Mindset (NM) - Intermediate, Policy Inquiries & Complaints Management (NM) - Intermediate, Prioritization (NM) - Intermediate, Policy & Procedure (NM) - Intermediate, Case Management (NM) - Intermediate, Teamwork (NM) - Intermediate, Compliance (NM) - Intermediate, Field Relations (NM) - Intermediate, Analytical Thinking (NM) - Intermediate, Adaptive Communication (NM) - Intermediate, Quality Acumen (NM) - Intermediate, Root Cause Analysis & Decision Quality (NM) - Intermediate, Client Advocacy (NM) - Intermediate, Attention to Detail (NM) - Intermediate, Data Security (NM) - Advanced, Financial Services Industry Acumen (NM) - Intermediate, Insurance Products (NM) - Intermediate, Change Adaptability (NM) - Intermediate, Customer Support (NM) - Intermediate, Escalation Management (NM) - Intermediate, Investment Products (NM) - Intermediate, Tax Awareness (NM) - Intermediate
FIND YOUR FUTUREWe’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
Flexible work schedulesConcierge serviceComprehensive benefitsEmployee resource groupsPandoLogic. Category:Finance, Keywords:Investment Analyst, Location:Franklin, WI-53132 Read LessSummary:
Support company goals for mortality and morbidity by setting medical standards for Life, Disability, and Long Term Care products.Facilitate expertise to utilize the standards by supporting the education of the underwriters.Bring medical consultations and leadership to a broad spectrum of Company departments (Actuarial, Law, Government Relations, Communications, Philanthropy, Innovation, NM Venture Funds, etc.)Provide medical case consultations/referrals with underwriting and benefits areas (Life, Disability, and Long Term Care)Direct or participate in special projects and committees as designated by the Vice President and Chief Medical Director.Train and onboard Associate Medical Directors new to insurance medicinePerform 2nd sign reviews on Jumbo Life casesCollaborate with the CV Medical Consultants (RNs) for Cardiovascular Risk Assessment.Contribute to insurance medicine associations (e.g., planning meetings, speaking, holding office, and setting professional standards).
Partner closely and support internal stakeholders from underwriting, claims, field and policyowners.Qualifications:Complete a MD or DO degree, primary care residency training, and at least 3 years of clinical experience.Achieve and maintain Board certification in Internal Medicine, Med/Peds, or Family Medicine.Achieve and maintain medical licensing in the state of WisconsinDemonstrate excellent communication skillsAbility to write medical standardsAbility to present at industry meetingsAbility to perform training sessionsAbility to interact professionally with the underwriters, claims analysts, field and policyownersAttainment of Board Certification in Insurance Medicine.Demonstrate digital proficiency with case management and medical record platforms.Exhibit ethical behavior and demonstrate excellent judgment.Be comfortable with change and have flexibility to be a change agent
Compensation Range:
Pay Range - Start:
$192,500.00Pay Range - End:
$357,500.00This role is eligible for additional short-term and long-term incentive compensation.
We believe in fairness and transparency. It’s why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you’re living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
SkillsMedical Case Consultation (NM) - Expert, Risk Assessment & Identification (NM) - Expert, Strategic Vision & Planning (NM) - Advanced, Customer Centricity (NM) - Expert, Insurance Acumen (NM) - Expert, Digital Health Data (NM) - Expert, Coaching & Mentoring (NM) - Expert, Statutes & Regulation (NM) - Expert, Learning Agility (NM) - Expert (Inactive), Information Gathering (NM) - Advanced, Medical Acumen (NM) - Expert, Medical Standards (NM) - Expert, Underwriting Practices (NM) - Expert, Decision Making (NM) - Expert, Medical Risk Assessment (NM) - Expert, Technical Problem Solving (NM) - Expert, Underwriting Research (NM) - Expert, Data Application (NM) - Advanced, Business Influence (NM) - Advanced, Accountability (NM) - Expert, Medical Trends & Directions (NM) - Expert, Attention to Detail (NM) - Expert, Adaptive Communication (NM) - Expert, Mortality, Morbidity, & Risk Analysis (NM) - Expert
FIND YOUR FUTUREWe’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
Flexible work schedulesConcierge serviceComprehensive benefitsEmployee resource groupsPandoLogic. Category:Insurance, Keywords:Underwriter, Location:Milwaukee, WI-53205 Read Less