Insurance Operations Manager
Northwestern Mutual · Denver, CO · 3 mo ago
On-siteEducation$50k–$70k/yrFull-time
Responsibilities
- Insurance Operations - Service & Underwriting
- - Life and Disability insurance applications
- - New & existing proposals and illustration requests
- - Oversee underwriting of new policies, tracking until completion, & keeping advisors informed on status updates
- - General service inquiries addressing and beneficiary changes
- - Data capture/entry
- - Billing support and processing
- - Client communication & reminders (phone & email)
- - Liaison between Northwestern Mutual home office/underwriting department, third-party providers, medical examiners and clients.
- - Meeting Follow-up and Workflow Management
- - Client Onboarding
- - Client Relations
- - Chair 2 – Case Notes and Coordinate Client Follow-up
- - Save records to Docket
- - Update Meeting Agendas
- - Client Concierge & Outreach – proactively reach out to clients re: website (access, utilization, account aggregation, etc.), mobile app, planning opportunities, gathering info, etc.
Qualifications
- Outgoing and engaging
- Effective time management and prioritization skills
- Ability to work independently, as well as within a team framework
- Highly organized
- Detail oriented and works with a high degree of accuracy
- Strong computer skills
- Customer service oriented
- Projects a high-level of professionalism
- Insurance licensed (Life & Health) preferred
- Investment licensed (Series 7) preferred
Compensation & Benefits
- $50,000 - 70,000 salary depending on experience
- Medical Insurance (65% subsidized)
- Dental Insurance available
- Vision Insurance available
- 401k plan (employer non-elective contribution of 3%)
- Work from home on Fridays after 90 days of employment
- Paid vacation & holidays
- Discretionary yearly bonus
- Licensing reimbursement plan