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Client Relations Associate

Company: Northwestern Mutual Idaho
Location: Boise
Posted on: May 15, 2022

Job Description:

Job DescriptionSalary: $45,000-$55,000 base salary plus $5,000-$20,000 of incentive opportunityThe responsibility of the Client Relations Manager is to be an entrepreneurial leader running the Client Relations Center (CRC) as a business unit. You will have the responsibility of ensuring that the financial security needs of the unassigned client base (which comprises approximately 25% of the firm's client base) are met. You will also coach and support a team of financial representatives who reconnect with the unassigned clients to build financial security through planning, service, and sales. You will report to the Director of Operations. General Responsibilities Defines and executes a mission & vision for the Client Relations Center (CRC)

  • Drives revenue and manages expenses for the CRC
  • Defines and executes the annual plans for the CRC and communicates the plan to engage all leadership, financial representatives, and office staff
  • Develops the customer service model, including who provides the service to the unassigned clients
  • Oversees the activity and expectations for the financial representatives on the CRC team
  • Defines training needs and partners with company and local experts to execute that plan
  • Oversees all functions and partners with the Director of Operations to determine staff needs for supporting the unassigned client base
  • Tracks production and activities for:
    • Leads generated, financial representative activities related to appointments kept, and cases open
    • Production related to sales
    • Revenue and expenses
    • Maintains unassigned client data
    • Provides support for client transitions due to planned or unplanned financial representative transitions
    • Proactively reconnects with unassigned clients as the primary local contact Qualifications
      • 3-5 Years of Client Service Experience
      • 1-3 Years of Financial Services Industry Experience Preferred
      • Bachelor's Degree, preferably in business, marketing or related field, or equivalent combination of education and experience
      • Licensing Preferred (Will be required to obtain licensing upon hire if not currently licensed)
        • State Life & Health Insurance Licensing
        • Securities Industry Essentials (SIE) Exam, Series 6 & Series 63 Exams or Equivalent
        • Advanced knowledge of Microsoft Office applications
          • Word – mail merge
          • Excel – pivots, filters, and sorts Competencies
            • Ability to motivate others
            • Strong coaching and accountability characteristics
            • Outstanding organizational skills and the ability to operate in a fast-paced environment
            • Highly self-motivated, self-directed, and able to work independently within established guidelines
            • Advanced customer service skills
            • Effective marketing skills

Keywords: Northwestern Mutual Idaho, Boise , Client Relations Associate, Other , Boise, Idaho

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