What are the responsibilities and job description for the Associate Service Representative position at Northwestern Mutual?
Associate Service Representative
RCA Wealth Management is a comprehensive financial planning firm seeking a professional and detail-oriented Associate Service Representative.
General Responsibilities
We are seeking a dedicated and detail-oriented Associate Service Representative to join our growing team. In this role, you will provide high quality support to clients, our internal team, and Wealth Management Advisors ensuring a seamless and positive experience with RCA Wealth Management. This associate will ensure the continuation of an efficient, effective, and organized office. Specific responsibilities may include but are not limited to:
- Respond promptly and professionally to client inquires via phone and email regarding policy coverage, changes, billing and claims.
- Process any policy changes, renewals or cancellations accurately, efficiently and timely.
- Support licensed agents by preparing policy documentation when needed.
- Maintain detailed client records in compliance with RCA Wealth Management and regulatory standards.
- Educate clients when needed about coverage options, payment methods and available products or discounts.
- Continuously seek opportunities to improve process and enhance the client experience.
Qualifications and Preferred Education
- Bachelor’s Degree (1-2 years relevant experience)
- Indiana Life and Health License (Can be obtained on the job)
- Securities Licensing (Can be obtained on the job)
- Strong organizational and time management skills
- Ability to maintain a high degree of accuracy in handling detailed work
- Excellent communication skills (verbal and written) with the ability to collaborate effectively with others
- Ability to maintain confidentiality
- Ability to work independently and as part of a team
Employment Details:
Job Type: Full-time
Base annual salary with opportunity for yearly bonus
Benefits:
- 401(k) with matching options
- Dental, Vision, Health and Disability insurance
- Paid time off
- Professional development assistance
To apply email your resume to Hillerie Kandul-Hughes at hillerie.kandul@nm.com