Insurance Associate

Insurance Sales Operations AssociateThe Organization:Northwestern Mutual is a leading financial services company dedicated to helping people and businesses achieve lasting financial security. We provide holistic planning and a broad suite of solutions, including life insurance, disability income insurance, long-term care protection, and investment and wealth management services, all delivered through a client‑first approach. As a mutual company owned by policyholders, our priority is the long-term well‑being of those we serve, not shareholders. Our Puget Sound Network Office in Seattle brings together a collaborative team of professionals who mentor, grow, and make a meaningful impact in the Puget Sound region by helping clients protect their futures and reach their financial goals.The Role:The Financial Planning Services (FPS) Department is a shared services team that provides administrative and operational support for advisors at many different levels of their career, offering a variety of service tiers to accommodate both insurance and investment business. As an Insurance Sales Operations Associate, you will maintain a personal cohort of Financial Representatives, supporting their risk business (Life Insurance, Disability Insurance, Long Term Care Insurance).Prepare clear sales illustrations and customized planning materials and coach financial representatives on how to present them to clientsManage the insurance application process: collect client signatures, submit applications, and coordinate any required medical questionnaires or examsMonitor pending cases, partner with underwriting, and keep advisors informed of outstanding requirements and final decisionsSend required delivery documents for signature and ensure premiums are collected and reconciled on prepaid policiesMaintain accurate case notes and keep client and case information up to date in our CRM systemHandle post‑issue servicing such as beneficiary updates, name/contact changes, billing updates, policy changes, and cancellationsStay current on products and best practices to provide expert, accurate guidancePromote department services to increase advisor participation and ensure a high level of client and advisor satisfactionCollaborate with teammates, stay flexible, and be open to trying new solutions to improve processes and outcomesQualifications:3+ years of experience working in administration/operations, preferably at an insurance company in a client-facing roleWashington State Life and Health Insurance License preferred (ideally obtained within 30 days of starting)Ability to commute to downtown Seattle to work in-office 5 days a week during regular business hoursAbility to pass a federal background checkStrong attention to detail and excellent organizational and time management skills; ability to manage deadlines and a large case loadClear, professional verbal and written communication with advisors, clients, and internal teamsProficiency with Microsoft Office (Excel, Word, Outlook) and comfort learning new technologies and CRM systemsInterest in, and understanding of, the financial services industry, specifically insurance underwriting and sales operationsCompensation and Benefits:Base pay from $28.88 - $33.66/hr ($60,070 - $70,012/yr)Employer Sponsored Health, Vision, and Dental InsuranceEmployer Sponsored Disability InsuranceEmployer Sponsored Life InsurancePaid Maternity Leave401(K) MatchingPaid Parking in an Underground GarageEmployer-sponsored licensing, professional development, and education opportunitiesWashington Wage & Hour, FLSA, and Pay‑Transparency Compliance (Non‑Exempt Classification)State Minimum Wage & Overtime RulesThis position is classified as Non‑Exempt under Washington law because the compensation range does not meet Washington’s 2026 exempt‑salary threshold of $1,541.70 per week / $80,168.40 per year (2.25× state minimum wage).Washington employers must follow the higher state threshold, even when it exceeds federal FLSA standards.As a non‑exempt employee, the individual in this role is:Eligible for overtime at 1.5× their regular rate for hours worked over 40 in a workweekRequired to track all hours worked in accordance with company time‑tracking procedures.