Client Relations Center (CRC) Scheduling Coordinator

Client Relations Center (CRC) Scheduling Coordinator Northwestern Mutual

• 3.7 Grand Rapids, MI Job Details Full-time $40,000
• $55,000 a year 9 hours ago Benefits Health savings account Health insurance Dental insurance 401(k) Paid time off Vision insurance Life insurance Retirement plan Qualifications Microsoft Excel Customer relationship building Degree Phone communication Customer service Research Attention to detail Client services Organizational skills Productivity software Professionalism Time management Full Job Description The Client Relations Center (CRC) Scheduling Coordinator holds the responsibility of managing Client Relations Center (CRC) clients and generating leads under the direction of the CRC Director.

The CRC is accountable for servicing the network office's unassigned clients to ensure that their financial security needs are met and the promise of Northwestern Mutual to provide personalized and holistic financial planning is upheld.

DUTIES FOR THIS ROLE INCLUDE, BUT NOT LIMITIED TO

Schedules for client appointments (primarily via phone call) on behalf of financial representatives Organizes and 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 Proactively reconnects with unassigned clients (lead generation): Identifies client leads to share with financial representatives; Researches clients to effectively approach; Manages CRC clients (assigned and unassigned) Expected to obtain Life, Accident & Health (LAH) Resident Producer license within first 3 months of hire (study materials and support provided)

QUALIFICATIONS FOR THIS ROLE

Two

• or four-year degree (preferred) Three or more years' experience in customer and client service Two or more years' experience in professional business environment General insurance and investment experienced beneficial Knowledge of licensing and registration laws in the insurance and investment industry beneficial

REQUIREMENTS FOR SUCCESS IN THIS ROLE

Proficient in Microsoft Office Applications (Word, Excel) Strong organizational skills and attention to detail Strong customer relationship and service skills Effective time management Excellent written and oral communication skills

REQUIREMENTS FOR FULFILLMENT AND ENJOYMENT IN THIS ROLE

Confident operating and communicating with professionalism, empathy, finesse, and tact Desire to interact with people , both within the firm and outside of the firm, daily via email, phone call , or in person Self

• driven , highly motivated and comfortable working independently Align with firm core values
• Servant Leadership, Relentless Integrity, & Better Every Day Commitment to the firm's mission and vision
• ownership of your role within those

Pay:

$40,000.00

• $55,000.

00 per year

Benefits:

401(k) Dental insurance Health insurance Health savings account Life insurance Paid time off Retirement plan Vision insurance

Work Location:

In person