Client Care Service Rep - Remote MT

Position Summary

As a Client Care Service Representative at Northwestern Mutual, you will be a key ambassador of our client experience. As part of our client service operations, you will engage with clients and financial representatives across multiple channels, expertly resolve inquiries and process transactions related to insurance, investments, or other financial products, and contribute to a culture that values proactive problem solving and continuous improvement.

We are committed to providing exceptional support and are proud to welcome bilingual candidates—particularly Spanish speakers—as we strive to serve our diverse clientele.

This is a remote role—candidates must live in the Mountain Time Zone.

Client Engagement:

Provide prompt, accurate, and courteous service to clients and financial representatives via phone, email, and potentially other digital channels.

Deliver personalized support by understanding customer needs and offering tailored solutions within the scope of Northwestern Mutual's products and services.

Issue Resolution:

Handle both basic and intermediate (semi-complex) inquiries with a clear understanding of our insurance, investment, or related financial products.

Use defined processes for routine issues while applying critical thinking to suggest effective solutions for non-standard situations.

System Navigation & Accuracy:

Efficiently navigate multiple proprietary and standard software applications to process requests with exceptional attention to detail and accuracy.

Maintain high accuracy in data entry and case management, ensuring client information is handled securely and confidentially according to industry regulations and company policy.

Relationship Building:

Develop professional and empathetic relationships with clients and Financial Advisors.

Enhance the overall client experience and build brand loyalty through proactive communication, follow-ups, and quality service.

Continuous Improvement:

Embrace change in a dynamic environment and actively contribute ideas for process enhancements to improve efficiency and client satisfaction.

Participate in ongoing training sessions and professional development opportunities to stay current with products, services, regulations, best practices, and technological advances.

An Associate’s degree in Business, Finance, or a related field, or an equivalent combination of education and professional experience.

Exceptional verbal and written communication skills with a strong customer-focused mindset.

Strong organizational and multitasking abilities in fast-paced settings.

Demonstrated proficiency in using modern software packages and navigating multiple complex systems.

A proactive approach toward problem solving with a commitment to continuous learning and accuracy.

• Customer Service Mindset (NM) - Anticipates customer 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 affecting customer to help them make informed decisions.
• Customer Support (NM) - Captures customer information for inquiry and analysis in an organized, clear, and consistent manner; leverages knowledge of trends affecting customer to help them make informed decisions and communicates with the customer and the field. Uses customer intelligence to solve problems, demonstrate patience and understanding, ensure customer satisfaction by knowing the customer and audience and resolve customer complaints efficiently.
• Change Adaptability (NM) - Becomes adaptable in response to continual changes; shows an openness to new ways of working, new methods, work-in-progress improvements and changes and seamlessly navigates the changing business environment and adjusts behavior as appropriate to the situation.
• Client Advocacy (NM) - Translates customer issues and pain points into requirements, represents client’s best interests. Analyzes customer feedback to understand client needs and communicates client sentiment to product teams and relevant stakeholders.
• Analytical Thinking (NM) - Organizes and compares various aspects of a…