Insurance Form Analyst Jobs in Wisconsin (NOW HIRING)

About The Job

The CLR Senior Analyst will perform an array of functions relating to contract, licensing, registrations, terminations and support. The CLR Senior Analyst will learn each job task within the division and will be able to provide back-up during vacations and high-volume periods. A CLR Senior Analyst must be detail-oriented, a fast learner, and an excellent communicator to handle various tasks and escalate concerns as needed.

What You'll Do

• Provides quality and timely customer service to field and home office staff on the following topics Contracting, Licensing, Registrations, Terminations and Support.

• Communicates with callers clearly in an open, direct, and timely manner.

• Answers questions that are routine, escalates calls as needed.

• Identifies the need for special handling and coordinates problem resolution, in addition to understanding the overall impact.

• Provides complete and accurate solutions to all customer needs with appropriate guidance.

• Under the direction of the Manager, Specialist, or Mentor, may handle more complex inquiries.

• Adheres to phone schedules in accordance with set standards.

• Gives and receives regular feedback/information in an open and positive manner.

• Helps others with additional casework as needed.

• Tries new ways of challenging the status quo and changing the way we work.

• Contributes to a positive environment by openly communicating new ideas/solutions, perspectives and experiences in team meetings, training sessions, 1x1s and huddles.

• Demonstrates behaviors that reflect and support our company and department values, vision, and culture of learning/growth

• Acts in a manner necessary to achieve organizational results (i.e., big picture).

• Organizes work in a manner that allows team members to easily locate and complete casework when needed.

• Written communication is professional, complete, timely, accurate and effective.

• Follows set procedures and standard work.

• Exhibits a commitment towards personal learning and growth.

• Takes initiative to learn topics outside of core responsibilities.

What You'll Bring

• Associate degree in Business or related field or minimum of 5 years of insurance or securities experience.

• Bachelor’s Degree is preferred.

• Minimum 3 years of customer service experience.

• Thorough understanding of Northwestern Mutual's financial network operations.

• Proven strong analytical and problem solving skills

• Superior customer service skills with ability to address and successfully resolve complex and sensitive issues

• Ability to successfully complete tasks in a timely and accurate manner in a high volume area

• Ability to work independently to accomplish a variety of tasks

• Ability to coach and provide guidance on core customer service responsibilities

• High level attention to detail

• Expert technical knowledge

• Excellent communication skills, both written and verbal

• Superior organization skills

• Experience in case management system use and documentation procedures

• PC experience working with Microsoft WORD, Outlook and other Microsoft Office software

#LI-Hybrid

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We believe in fairness and transparency. It’s why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you’re living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.

Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!

Northwestern Mutual is an equal opportunity employer that welcomes talented individuals of all backgrounds. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.

We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.

• Flexible work schedules
• Concierge service
• Comprehensive benefits
• Employee resource groups