Note: The job is a remote job and is open to candidates in USA. Northwestern Mutual is a leading financial services company, and they are seeking a Case Management Representative. In this role, you will evaluate insurance applications for completeness, communicate with Financial Representatives, and resolve issues related to case management.

Responsibilities

• Assumes case ownership to accurately and efficiently complete non-risk assessment duties prior to underwriter assignment by following a standard order of steps in the process
• Use various systems to research and obtain information to assess outstanding requirements and documents
• Independently resolves the majority of issues without escalation and identifies the need for special handling if appropriate
• In addition, updates DSR for information received or required and communicates with Financial Representatives and/or Set Team Members to obtain any missing information
• Follows outlined guidelines and criteria to Commission Authorize (CA) cases
• Complete various underwriter requests for correspondence to be sent to the Field and/or clients
• Communicates with the Field, APS vendors as well as other internal customers in a professional and courteous manner
• May independently determine action needed on a case-by-case basis to expedite the receipt of outstanding requirements by conducting research and problem solving
• Identifies and uses the appropriate pattern of communications, customizing if appropriate
• Selects appropriate communication vehicle and delivers a clear and concise message
• Communicates in a professional and confident manner using tact and diplomacy while being pleasant and courteous
• Accurately documents cases whenever necessary
• Share and seek out information from other team members
• Contributes to a positive work environment and the achievement of team goals
• Acts as trainer/mentor to other team members
• Supports cross training efforts within Front End Operations as volumes dictate and provides job shadowing experiences
• Focuses on innovative thinking, process improvement opportunities and contributes to departmental goals and initiatives
• Responsible for protecting the privacy and confidentiality of all NM policyowners by confining the use and communication of confidential information to the underwriting process

Skills

• Associate degree and/or equivalent combination of education and experience
• A minimum of three years' experience in a professional environment with exposure to computerized systems is required
• Proven ability to problem solve and act independently
• Attention to detail with the demonstrated ability to apply sound judgment in the application of procedure and guidelines
• Communication with the Field, Home Office employees, and outside parties with a proven ability to exercise tact, diplomacy, resourcefulness, flexibility and understanding to foster positive long-term relationships
• Strong written and verbal communication skills are required
• Demonstrated organizational skills with the ability to independently recognize priorities and meet deadlines with high quality results
• High degree of self-motivation and initiative in accepting responsibility for work results and contributing cooperatively to team goals
• Successful completion of any required testing
• Knowledge and understanding of the insurance industry is desirable

Company Overview