Customer Service Rep - Hybrid

Customer Service Representative

Delivers a personalized and remarkable experience for our clients by answering their questions, providing servicing options and helping them with their products or services in a call center environment.

Becomes proficient at resolving inquiries and transactions from Financial Reps and clients on basic and intermediate (semi-complex) level calls and transactions which requires a basic understanding of a risk product.

Resolves routine problems by following defined standard process and evaluating solutions.

Takes responsibility of the client experience to make a difference by connecting with the client and seeing things from their point of view.

Handles phone and transactional responsibilities while adhering to strict confidentiality and privacy standards.

Fosters a professional relationship with our clients to enhance brand loyalty.

Exhibits consistent and appropriate style and customer focused approach to a variety of customers and customer situations.

Uses available resources to effectively and accurately complete routine cases.

As a Customer 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 Hybrid role for Milwaukee, WI

3 days on site and 2 days' work from home
- Start Date July 13th, 2026.

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.

Required Qualifications:

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.

Skills You Have:
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…