Northwestern Mutual
divh2Customer Service Representative/h2pAs a Customer Service Representative at Northwestern Mutual, you will be a key ambassador of our client experience. As part of our client service operations, you will engage with clients and financial representatives across multiple channels, expertly resolve inquiries and process transactions related to insurance, investments, or other financial products, and contribute to a culture that values proactive problem solving and continuous improvement. We are committed to providing exceptional support and are proud to welcome bilingual candidatesparticularly Spanish speakersas we strive to serve our diverse clientele./ppThis is a hybrid role for Franklin, WI, with three days on-site and two days work from home, starting February 2nd, 2026./ppKey responsibilities include:/ppClient Engagement: Provide prompt, accurate, and courteous service to clients and financial representatives via phone, email, and other digital channels./ppDeliver personalized support by understanding customer needs and offering tailored solutions within the scope of Northwestern Mutuals products and services./ppIssue Resolution: Handle both basic and intermediate inquiries with a clear understanding of our insurance, investment, or related financial products./ppUse defined processes for routine issues while applying critical thinking to suggest effective solutions for non-standard situations./ppSystem Navigation
Accuracy: Efficiently navigate multiple proprietary and standard software applications to process requests with exceptional attention to detail and accuracy./ppMaintain high accuracy in data entry and case management, ensuring client information is handled securely and confidentially according to industry regulations and company policy./ppRelationship Building: Develop professional and empathetic relationships with clients and Financial Advisors./ppEnhance the overall client experience and build brand loyalty through proactive communication, follow-ups, and quality service./ppContinuous Improvement: Embrace change in a dynamic environment and actively contribute ideas for process enhancements to improve efficiency and client satisfaction./ppParticipate in ongoing training sessions and professional development opportunities to stay current with products, services, regulations, best practices, and technological advances./ppRequired qualifications include:/ppAn Associates degree in Business, Finance, or a related field, or an equivalent combination of education and professional experience./ppExceptional verbal and written communication skills with a strong customer-focused mindset./ppStrong organizational and multitasking abilities in fast-paced settings./ppDemonstrated proficiency in using modern software packages and navigating multiple complex systems./ppA proactive approach toward problem solving with a commitment to continuous learning and accuracy./ppWhy join Northwestern Mutual?/ppGrowth Opportunities: We are invested in your professional development and provide clear pathways for career advancement within a stable and respected company./ppInclusive Culture: We foster a diverse and inclusive environment that encourages collaboration, integrity, and mutual respect./ppImpactful Work: Your role directly influences client satisfaction and financial security, contributing to the overall success of our clients and the company, making a measurable impact./p/div
Accuracy: Efficiently navigate multiple proprietary and standard software applications to process requests with exceptional attention to detail and accuracy./ppMaintain high accuracy in data entry and case management, ensuring client information is handled securely and confidentially according to industry regulations and company policy./ppRelationship Building: Develop professional and empathetic relationships with clients and Financial Advisors./ppEnhance the overall client experience and build brand loyalty through proactive communication, follow-ups, and quality service./ppContinuous Improvement: Embrace change in a dynamic environment and actively contribute ideas for process enhancements to improve efficiency and client satisfaction./ppParticipate in ongoing training sessions and professional development opportunities to stay current with products, services, regulations, best practices, and technological advances./ppRequired qualifications include:/ppAn Associates degree in Business, Finance, or a related field, or an equivalent combination of education and professional experience./ppExceptional verbal and written communication skills with a strong customer-focused mindset./ppStrong organizational and multitasking abilities in fast-paced settings./ppDemonstrated proficiency in using modern software packages and navigating multiple complex systems./ppA proactive approach toward problem solving with a commitment to continuous learning and accuracy./ppWhy join Northwestern Mutual?/ppGrowth Opportunities: We are invested in your professional development and provide clear pathways for career advancement within a stable and respected company./ppInclusive Culture: We foster a diverse and inclusive environment that encourages collaboration, integrity, and mutual respect./ppImpactful Work: Your role directly influences client satisfaction and financial security, contributing to the overall success of our clients and the company, making a measurable impact./p/div