Client Relations Coordinator Northwestern Mutual - 3.7 Meridian, ID Job Details Full-time $19 - $22 an hour 2 days ago Benefits Health insurance Dental insurance 401(k) Paid time off Vision insurance Qualifications Customer communication Financial sales Bachelor's degree Data management Organizational skills Life & Health Insurance License Time management Full Job Description 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. This is a great opportunity to launch a career in the financial services industry with

FORTUNE 500

firm offering growth potential. Specific responsibilities include but are not limited to: Business Operation

• Oversees 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 Other
• Assists with basic office support Qualifications
• Bachelors degree
• Idaho State Life and Health Insurance Licensing required, or ability to obtain within 90 days
• Must be able to obtain SIE within 180 days
• Minimum of 1 years professional services support experience preferred
• 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:

$19.00 - $22.00 per hour Expected hours: 40.0 per week

Benefits:

401(k) Dental insurance Health insurance Paid time off Vision insurance Application Question(s): Are you willing to obtain your Idaho Life and Health license?

Education:

Bachelor's (Required)

Work Location:

In person