Job Information
NORTHWESTERN MUTUAL LIFE INSURANCE License Analyst in MILWAUKEE, Wisconsin
JOB REQUIREMENTS: At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. At Northwestern Mutual, we believe relationships are built on trust. That our lives and our work matter. These beliefs launched our company over 160 years ago. Today, they\'re just a few of the reasons why people choose to build careers at Northwestern Mutual. We\'re strong and growing. In a company with such a long and storied history, this may be the most exciting and important time to be a part of Northwestern Mutual. We\'re strong, innovative and growing. We invest in our people. We provide opportunities for employees to grow themselves, their career and in turn, our business. We care. We make a positive difference in our communities. Nationally, thousands have benefitted from our support of research and programs to fight childhood cancer. Each year, our Foundation, employees and financial representatives donate time, talent and financial support to causes they\'re passionate about. What you will do: Under the general direction of the manager and specialist, administer the individual initial license and renewal process for Financial Representatives (FRs) and associate FRs; audit listings received from insurance departments for company license/appointment renewals. Accuracy and timeliness are critical to the Financial Representative\'s ability to continue to represent and sell NM products. How you will do it: Financial Representative Licensing (75%) : Analyze, evaluate, and process state insurance applications, investigate, and resolve license problems, within service goals. Process/terminate state appointments utilizing SIRCON, State websites, RegEd and other internet tools/resources. Obtain FR\'s FINRA securities status via Internet WEBCRD, registers FRs with state securities departments. Validates pre-requisites for licensing in non-resident states which includes resident qualifications, securities registrations, and continuing education requirements. Enters data to update the NMFN database. Inputs billing codes to ensure correct chargeback/reimbursement to the field. Responds to calls, advising the field on license issues ranging from routine to complex. Uses reference material as a guide but must perform additional research as needed. Calls State Insurance departments for clarification. Renewals (15%) : Receives renewed licenses that show a break in continuity and verifies whether the company appointment needs to be re-established. Communicates with the field regarding when solicitation can resume. Team Responsibilities/Customer Service (10%) : Consistently meets divisional service level goals and performs well in a team environment. Shares knowledge in team meetings and identifies process improvements. As business needs dictate, aids with other job functions throughout CLR and participates in special projects. This... For full info follow application link. EEO/AA Employer/Vets/Disability ***** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/2B3AF4957ADB4A18 Qualified females, minorities, and special disabled veterans and other veterans are encouraged to apply.