Financial Representative Assistant

Overall Function:The financial representative assistant specializes in client service to ensure the maintenance of an efficient, organized office that allows the representative to focus his/her energy on building client relationships. The assistant is a liaison between the home office, financial representative, network office support team and clients. Specific responsibilities may include but are not limited to:SupportHandle case notes, process correspondence and maintain client case files.Answer telephone calls and direct them as appropriate.Contact clients to set up follow-up meetings with representative. Contact and follow up with clients regarding policy approval and policy change documents.Maintain current client information.Monitor Daily Status Report (DSR) and expedite any additional underwriting requirements.Communicate with home office as needed to supply or obtain information.Prepare policies for digital delivery.Prepare and gather information for illustrations at direction of financial representative in preparation for client meetings.Client Service Support | Non-Securities Products(Non-securities refers to Northwestern Mutual portfolio, fixed or non-variable insurance/products) Review insurance applications, conversions and policy changes for completeness and accuracy and return to representative for any missing information.Arrange medical, paramedical and any exams necessary for underwriting.Contact clients regarding late payments.Create and maintain client folders on one-drive.Qualifications: Experience in administrative support or customer service, preferably in the financial services and/or insurance industryExcellent oral and written communication skillsFamiliarity with Microsoft applications and data entry and information retrieval softwareDemonstrated organizational and time management skills and ability to multitask, set priorities and meet deadlinesStrong attention to detail with the ability to work with a high degree of accuracyAbility to work in a fast-paced environmentAbility to work both independently and on a teamAbility to maintain confidentialityContinue insurance education through schools, academies, licenses, registrations, and designations