Sr Post Approval Ana/Proc

  • Full-time

Company Description

You and Northwestern Mutual. We believe relationships are built on trust. That our lives and our work matter. And we’re much stronger together than we are apart. These beliefs launched our company nearly 160 years ago. Today, they’re just a few of the reasons why people choose to build careers at Northwestern Mutual.

Our business is about helping people secure their financial futures, and that starts with putting people first – our clients, our employees and our field representatives. Northwestern Mutual is known for financial strength. We’re strong, innovative and growing. Come grow with us.

Job Description

At Northwestern Mutual, we believe relationships are built on trust. That our lives and our work matter. These beliefs launched our company nearly 160 years ago. Today, they're just a few of the reasons why people choose to build careers at Northwestern Mutual.

We're strong and growing. In a company with such a long and storied history, this may be the most exciting and important time to be a part of Northwestern Mutual. We're strong, innovative and growing.

We invest in our people. We provide opportunities for employees to grow themselves, their career and in turn, our business.

We care.  We make a positive difference in our communities. Nationally, thousands have benefitted from our support of research and programs to fight childhood cancer. Each year, our Foundation, employees and financial representatives donate time, talent and financial support to causes they're passionate about.

This is a Long-Term Temporary position expected to last 12-18 months.

 

We are an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.

 

What's the role?
Under the administrative direction of the manager and the technical guidance of the Post Approval Specialist, communicates with  Financial Representatives, Field Staff and internal customers to familiarize them with Post Approval procedures and to maintain a good working rapport.  Confers with them to resolve any concerns or questions.
Analyzes, verifies and approves unreported policy changes and corrections and reported policy corrections, with the principal requirement to meet the commission run processing deadlines and service goals.  Transfers funds within stringent time restraints.  Executes the transformation of New Business data base fields.  Serves as a resource for all Home Office Departments.  Advises the Field on complex procedures and problems daily.  Provides technical assistance and guidance to the department for unique/complex situations that are non-routine.   The incumbent must thoroughly analyze problem situations and offer viable solutions for the customers.   Seeks advice from the technical specialists if necessary.   Participates in the training of all aspects of Post Approval regarding the specialties performed in the division. 
 
Assists the Post Approval Specialist in: responding to State Insurance complaints; coordinating procedural issues that cross divisional/departmental lines; providing technical training/consultation for the PA team. The incumbent must have one to two years of demonstrated PA experience and an established record of outstanding performance in all key job tasks.

 

 

Bring Your Best! What this role needs:

 

  • High School education or equivalent NML related experience
  • Minimum of 1-2 years of post approval or related experience
  • Strong organizational skills
  • Strong analytical and decision making skills using sound judgment
  • Strong customer service skills with proven ability to build rapport, gain acceptance and interact tactfully and professionally with internal and external customers
  • Knowledge of New Business functions and workflow
  • Ability to identify priorities, meet deadlines, and complete assignments
  • Strong communication and interpersonal skills
  • Ability to work with others as a team
  • This position has been classified as an Associated Person under NMIS guidelines.
  • Non-Registered Fingerprinted

 

 

Req ID: 15562
Position Type: Long Term Temporary
Education Experience: High School Diploma/ GED Required
Employment Experience: 0-2 years
Licenses/Certifications:
FLSA Status: Non-Exempt
Posting Date: 08/16/2017

I'm interested