Bilingual Service Representative 2
Northwestern Mutual
Bilingual Service Representative 2
Northwestern Mutual
Sells life insurance and financial advice
At Northwestern Mutual, we believe relationships are built on trust. That our lives and our work matter. These beliefs launched our company nearly 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.
This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.
We are an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.
What's the role:
Deliver a distinctive client experience
* Successfully resolves questions and inquiries from Financial Reps and clients
* Takes ownerships of calls and anticipates future issues to avoid repeat calls and unnecessary call transfers
* Serves as a trusted advocate for our Financial Representatives and partners with them to meet the needs of our clients.
* Educates clients and Financial Representatives on our client website and self-service capabilities
* Fosters a professional relationship with our clients to enhance brand loyalty
* Exhibits skill in de-escalating servicing concerns
* Achieves productivity standards and goals while maintaining the highest level of customer service
Critical Thinking/Problem Solving
* Handles phone and transactional responsibilities while adhering to strict confidentiality and privacy standards
* Able to multi-task between phone and casework/transactional duties with the high degree of accuracy and quality
* Able to work independently and with your team to consistently identify opportunities improve work processes
* Researches and evaluates possible solutions using all available resources
* Manages casework in accordance with area service and/or productivity standards
Change Agility
* Welcomes change and embraces an environment where continuous improvement is expected from all employees
* Demonstrates a willingness to shift work priorities to meet the needs of the business and customer demand
* Identifies opportunities for improvement and is an advocate for delivering viable solutions and alternatives
Digital Savvy
* Ability to interact with latest technologies including devices to do their jobs and interact with clients
* Demonstrated ability to use computer software packages, including Word, Excel, and PowerPoint
* Associates degree in business or related field or equivalent combination of education and experience
* Previous customer service experience preferred
* Ability to speak fluent Spanish and English
* Equally strong written and verbal communication skills
* Non-Registered fingerprinted will be required
* Ability to multi-task, prioritize and manage time effectively
* Willingness to embrace change in a fast paced work environment
* Desire to resolve complex problems
* A strong desire to continuously learn and improve
* Demonstrated computer experience with solid keyboarding skills and proficiency with current software packages
* Successful completion of customer service required testing
Location: One Northwestern Mutual Way, Franklin, WI, Franklin, 53132, United States (US)
Education Experience: Associates Desired
Employment Experience: 3-5 years
FLSA Status: Non-Exempt
Posting Date: 08/24/2017
Sells life insurance and financial advice
Northwestern Mutual sells life, disability income and long-term care insurance together with investment advice and wealth management to American families and business owners. It is owned by its policyholders rather than shareholders and has paid them dividends for more than 150 consecutive years. Its financial representatives build a full financial plan for each client and then sell the policies, brokerage accounts and managed portfolios that carry it out. The company earns money from insurance premiums, advisory fees and returns on a large bond and mortgage portfolio. It was founded in 1857 in Janesville, Wisconsin, and moved two years later to Milwaukee, where it is based.
Explore more opportunities at Northwestern Mutual