Remote Data Entry Jobs in Grafton, WI (NOW HIRING)

Job Description

The Registered Client Care Services Representative delivers exceptional, personalized service to clients and field partners while operating in a registered call center environment. This role supports Advanced Market Operations by servicing Universal Life, Variable Universal Life, and other advanced product lines, resolving complex policy and investmentrelated inquiries, processing transactions, and educating clients and Financial Representatives on servicing options and digital tools. The role ensures accuracy, compliance, and a highquality client experience across all interactions

Primary Duties & Responsibilities

• Deliver a personalized and remarkable experience for clients by answering questions, offering service options, andassistingwith transactional needs in a call center environment.

• Resolve basic and intermediate (semicomplex) inquiries from Financial Representatives and clients; actively buildingproficiencyin complex work.

• Research and evaluate solutions to complex issues byidentifyingroot causes and applying judgment when procedures require deviation.

• Take ownership of client interactions,anticipatingfuture needs to prevent repeatcallsand reduce unnecessary transfers.

• Deescalate challenging client situations while guiding them through unique or complex questions.

• Serve as a trusted advocate for Financial Representatives, partnering to meet client needs effectively.

• Embrace and promotenew technology, educating clients and field partners on digital tools and selfservice capabilities.

• Understand how systems, processes, and outcomes connect to ensure quality and risk mitigation.

• Drive continuous improvement by recommending or adapting processes to support change.

• Build andmaintainprofessional relationships to enhance client loyalty and reinforce Northwestern Mutual's brand.

• Manage phone and transactional responsibilities while adhering to confidentiality, privacy, and compliance standards.

• Adapt to shifting work priorities to meet changing business and customer demands.

Qualifications

• Associate degree in business or related field, or equivalent combination of education and experience.

• Minimum 2 years of customer service experience,demonstratingstrong client service skills.

• FINRA Licensing: Series 6 or 7 and Series 63

• Understanding ofinvestment or income-related financial products (e.g., VA, VL, VUL, Retirement or Business markets).

• Basic awareness of tax implications related to transactions.

• Strong written and verbal communication skills.

• Ability to multitask and manage a high call/case volume with accuracy.

• Strong organizational skills with the ability to prioritize effectively.

• Demonstrated desire for continuous learning and skill development.

• Strong problemsolving skills with the ability to propose actionable solutions.

• Proficiencywith computer systems, solid keyboarding skills, and comfort with current software tools.

Skills you have

Adaptive Communication (NM)-Formulates strategies to be used to convey complex information about services, products, systems, or processes to targeted audiences; communicates and liaises between technical and non-technical audiences.

Attention to Detail (NM) -Focuses on specific details to spot and correct errors in advance of them being found andsurpassquality expectations. Performs work with thorough proofreading for presentation, content, accuracy, and overall quality.

Quality Acumen (NM) -Demonstratesthorough understanding of the professional domain, adheres toestablishedindustry standards, andexhibitseffective consultative behaviors. Continuously enhances knowledge through learning and experience, implements best practices consistently to provide better solutions, exceptional quality of service, and offers a seamless user experience.

Customer Service Mindset (NM) -Anticipatescustomer needs and applies understanding of customer needs or perspectives to solve problems and drive outcomes as the basis for decision making. Leverages knowledge of trends affectingcustomerto help them make informed decisions.

Prioritization (NM)- Assesses and accurately assigns priority levels to different tasks based on importance, urgency, and alignment to business and strategic goals.