Insurance Operations Associate

NorthStar Wealth Navigation, a Northwestern Mutual Private Client Group Firm is looking for an Insurance Operations Associate. The key to this role is putting clients first and would best suit someone who takes pride in accuracy and consistency as many responsibilities involve performing detailed, time-sensitive tasks requiring focus and precision. The right candidate will enjoy following structured processes and maintaining high standards of quality, while also being comfortable speaking with clients in a professional and friendly manner.

At NorthStar Wealth Navigation we are committed to providing our clients with financial peace of mind that centers around the development and execution of a personalized, comprehensive financial plan. We are a rapidly growing team and pursuit of excellence with a focus on continuous learning is vital.

Position Responsibilities:

·        Specialize in client service and support

·        Correspond with clients to handle insurance service issues

·        Process incoming service requests from clients (address changes, bank change information, loan requests and ISA service inquiries)

·        Process beneficiary and title changes for Insurance policies

·        Communicate with home office partners and clients to complete insurance related applications

·        Review insurance applications, conversions and policy changes for completeness and accuracy

·        Arrange medical, paramedical and any exams necessary for underwriting

·        Manage applications through underwriting process

·        Prepare insurance policies for delivery

·        Contact and advise clients regarding late payments and other sales and service related issues

·        Maintain electronic client files by following established procedure for copies of paperwork, checks, etc

·        Monitor daily service reports and take action as appropriate

·        Other duties as assigned

Desired Qualifications:

·        Kansas Life and Health preferred, but willing to work with right candidate to complete these within three months of hire date

·        Financial Service or Insurance industry experience preferred

·        Demonstrate ability to maintain effective working relationships and serve clients

·        Excellent oral and written communication skills

·        Able to practice active listening and communicate and receive feedback in a direct manner

·        Strong attention to detail with the ability to work with a high degree of accuracy

·        Capable of working in a fast paced, time sensitive environment

·        Manage multiple diverse projects and assignments in a timely manner without sacrificing quality of work

·        Ambition for growth in role

·        Work both independently and on a client service focused team

·        Ability to maintain confidentiality

Insurance Operations Associate Position Details:

Competitive salary based on skills and experience. Company paid health, dental, vision, life insurance, and holidays. 401(k)/Roth 401(k) with company match. After 90 days, employees are also eligible for paid time off. We support, pay for, and incentivize continuing growth and education. This role will work at our primary office located in Leawood, KS.

To apply please email Danielle Samuels at Danielle.Samuels@nm.com