Northwestern Mutual Life Insurance Company logo

Sr Client Care Srvcs Rep Hybrid

Northwestern Mutual Life Insurance Company

MILWAUKEE, WI · HybridJobSeen todaySeen in employer's feed today

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At a glance

Compensation
No compensation found
Location
MILWAUKEE, WIHybrid
Work Authorization
Not specified

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Job overview

The Senior Specialized Client Care Services Representative supports clients and Financial Representatives in a fast-paced call center environment focused on Advanced Market Operations. The role resolves basic and intermediate inquiries, researches complex issues, and promotes digital self-service while protecting client privacy. It is hybrid in Milwaukee, with three days onsite and two days working from home.

Skills & qualifications

RequiredNice to have

Skills

Customer ServiceSpecialized Market KnowledgeSingle Risk ProductsTax ImplicationsWritten CommunicationVerbal Communication

Qualifications

Associate Degree in Business or Related Field or Equivalent2 Years Related Customer Service Experience

Full job description

JOB REQUIREMENTS: This is a Hybrid role for Milwaukee, WI 3 days on site and 2 days' work from homeThe Sr Specialized Client Care Services Representative delivers a personalized, high-quality service experience for clients and Financial Representatives in a fast-paced call center environment supporting Advanced Market Operations. This role independently resolves basic and intermediate (semi-complex) inquiries and transactions in a specialized product area while continuing to build proficiency in complex work. The position requires strong ownership of the client experience, sound judgment, and the ability to research root causes, de-escalate challenging situations, and reduce repeat contacts through proactive support. The representative also promotes digital tools and self-service capabilities while maintaining strict confidentiality, privacy, and risk awareness.What You'll Do* Delivers a personalized and remarkable experience for our clients by answering questions, providing servicing options, and helping with products or services in a call center environment.* Proficient at resolving inquiries and transactions from Financial Representatives and clients on basic and intermediate (semi-complex) calls and transactions in a specialized area; continues developing proficiency in complex work.* Researches and evaluates possible solutions to complex problems by identifying root cause and applying judgment when procedures require some deviation.* Takes ownership of calls and anticipates future needs to avoid repeat calls and unnecessary call transfers.* De-escalates client experience situations effectively while guiding clients through complex and unique inquiries.* Serves as a trusted advocate for Financial Representatives and partners with them to meet the needs of our clients.* Embraces new technology and advocates for website and self-service capabilities by educating clients and field partners; understands risks and impacts transactions may have on the client or policy.* Understands how systems connect to processes and outcomes to support accuracy and quality.* Drives change and embraces continuous improvement by creating and adapting processes and provisions to accommodate change.* Fosters professional relationships with clients to enhance brand loyalty.* Handles phone and transactional responsibilities while adhering to strict confidentiality and privacy standards.* Adapts and shifts work priorities to meet business needs and customer demand.What You'll bring to the Role Associate degree in business or related field, or equivalent combination of education and experience. Minimum of 2 years of related customer service experience with proven customer service skills. Advanced understanding of specialized markets or products (e.g., DI, LTC, Whole Life, COLI/BOLI). Basic knowledge of single risk products. Basic understanding of tax implications. Advanced written and verbal communication... For full info follow application link. EEO/AA Employer/Vets/Disability ***** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/DBD3AD9294144877 Qualified females, minorities, and special disabled veterans and other veterans are encouraged to apply.

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