Wise Financial - Northwestern Mutual Private Client Group · 1 day ago
Insurance Operations Associate
Indianapolis, IN
Full-time
Onsite
New Grad, Entry LevelWise Financial is a leading comprehensive private wealth management firm committed to providing tailored financial solutions and extraordinary customer experience to high-net-worth individuals and families. An Insurance Operations Associate specializes in client service and processing risk products and navigating the underwriting process, ensuring the maintenance of an efficient and compliant office.
Financial Services
Hiring Manager
Rachel Poor
Responsibilities
Work with prospects/clients to complete insurance applications and arrange medical, paramedical, and any exams necessary for underwriting
Preparing and processing all paperwork needed for investment/advisory accounts
Prepare and distribute Investment Services related forms to prospects and existing clients
Prepare and review insurance/annuity applications, conversions, and policy changes for completeness and accuracy
Prepare and review NMIS forms for completeness
Arrange medical, paramedical, and any exams necessary for underwriting
Maintain current client information for all insurance product lines
Process insurance premium payments through investment fund management as needed
Prepare insurance paperwork for Advisors and the Planning Team that will be needed for client meetings
Process incoming insurance service requests from clients: address changes, bank change information, loan requests, ISA service inquiries, etc
Maintaining an efficient system for account follow-ups and service requirements
Qualification
Required
Bachelor's degree
Passionate and highly motivated self-starter
Excellent oral and written communication skills
Strong critical thinking, financial analysis, and problem-solving skills required
Ability to manage multiple diverse projects and assignments in a timely and quality manner
Strong attention to detail with the ability to work with a high degree of accuracy
Demonstrated ability to maintain effective working relationships with clients
Ability to embrace change and work in a fast-paced environment
Able to work both independently and in a team
Ability to maintain confidentiality
Preferred
Indiana Life and Health Insurance License preferred or obtainable within six months of hire date
Company
Wise Financial - Northwestern Mutual Private Client Group
Mark Wise is one of Northwestern Mutual's leading Wealth Management Advisors.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Mark Wise
President/CEO
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