Administrative Assistant - Client Relations Coordinator

General Responsibilities

The Client Relations Coordinator has responsibility for managing Client Relations Center (CRC) clients and generating leads from the CRC client base under the direction of the CRC Director. The CRC has responsibility and accountability for the network office’s unassigned clients.

Specific responsibilities include but are not limited to:

Business Operation

• Works with CRC Director to oversee the activity of the financial representatives on the CRC team
• Assists in accountability meetings with the financial representatives
• Tracks production and activities for: Leads generated, financial representative activities related to appointments kept, and cases open
• Production related to sales

Client Management

• Maintains unassigned client data
• Provides support for client transitions due to planned or unplanned financial representative transitions
• Handles incoming service requests relating to all Northwestern Mutual products
• Responds to regulatory requirements

Lead Generation

• Proactively reconnects with unassigned clients
• Identifies clients for sharing with financial representatives
• Researches clients
• Shares and manages clients with financial representatives

Qualifications

Licensing and contracting minimum recommendations when interacting with clients based on the network office territory:

• Associate Financial Representative Contract
• Long Term Care Appointment
• Proficient in Microsoft Office Applications (Word, Excel)

Competencies

Strong organizational skills

• Effective time management
• Excellent written and oral communication skills
• Advanced customer service skills

Job Type: Full-time

Pay: $43,000.00 - $47,000.00 per year

Benefits:

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

Work Location: In person

Salary : $43,000 - $47,000