COMPANY OVERVIEW

Northwestern Mutual is among the top financial services companies in the industry, helping clients achieve financial security for over 160 years. Northwestern Mutual Greater Tampa Bay (NMGTB) is the local company that attracts, trains, and develops financial advisor talent for five district offices. NMGTB is governed by five core values: Commitment to Excellence, Serve Passionately, Humble Confidence, Courage and Fun. Our mission is to empower our advisors and clients to reach their dreams. This is an exciting time to be a part of our culture, and our firm is growing. If you align with our core values, we want you to grow with us.

We are proud to be part of the great Northwestern Mutual company. Our focus is on doing right by our clients, employees, and community. Northwestern Mutual enjoys premiere national recognition including:

· Ranks 111 on the FORTUNE® 500 list

· One of the "World's Most Admired" life insurance companies (FORTUNE®, 2020)

· One of the Top 10 U.S. Independent Broker-Dealers (Investment News, 2019)

POSITION OVERVIEW

The Client Relations Center (CRC) is a business unit of the Network Office that provides Northwestern Mutual policy holders with the opportunity to form a relationship with a new advisor. The CRC has responsibility and accountability for the network office’s unassigned clients and is also a resource for service on new or existing policies. The Client Relations Coordinator has responsibility for managing Client Relations Center (CRC) clients and generating leads from the CRC client base.

JOB RESPONSIBILITIES

· Reviews and responds to daily emails/tasks for client service needs

· Intercepts department’s incoming calls and presents each caller with the option to connect with a new advisor and provides customer service when not appropriate to pass off.

· Using internal CRM database, gives out leads to advisors when the caller is interested in working with a new financial advisor.

· Makes outbound calls to clients with important policy notices

· Provides important service-related updates to advisors and offers service support when needed

· Ensures clients are connected to the requirement department or resource for additional service

IDEAL CHARACTERISTICS

· Highly detailed-oriented with a customer service mindset

· Excellent written and oral communication skills

· Organized self-starter with the ability to anticipate and problem solve

· Demonstrated high level of confidentiality and professionalism

REQUIRED QUALIFICATIONS

· Proficient in Microsoft Office programs and common web-based applications

· Florida 2-15 License, or the ability to obtain with 60 days

PREFERRED QUALIFICATIONS

· Financial services and/or insurance industry experience

· Customer service experience

· Bachelor’s Degree or equivalent work experience

· Series 6 and 63 OR Series 7 and 63

BENEFITS

A full range of benefits including health insurance, short/long-term disability, option to participate in dental & vision plans, 401k, license/credential reimbursement, continuing education, and professional development opportunities.

ADDITIONAL DETAILS

Employment Structure: Full-time

Location: Tampa, FL

As part of the Northwestern Mutual hiring process, verification of a candidate's background will be required, which includes Federal Bureau of Investigation fingerprint submission for review against nationwide fingerprint records.

Job Type: Full-time

Pay: $45,000.00 - $50,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Experience level:

• 1 year
• 2 years

Shift:

• 8 hour shift
• Day shift

Weekly day range:

• Monday to Friday

Work setting:

• In-person
• Office

Education:

• Bachelor's (Required)

Experience:

• Insurance: 2 years (Preferred)

License/Certification:

• FL 2-15 (Life, Health, and Annuities) License (Required)

Ability to Commute:

• Tampa, FL 33607 (Required)

Ability to Relocate:

• Tampa, FL 33607: Relocate before starting work (Required)

Work Location: In person