Customer Service Representative

🕒 October 28, 2025

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Logo of Northwestern Mutual

Northwestern Mutual

5001 - 10000 employees

Founded 1869

💸 Finance

Finance • Insurance

Northwestern Mutual is a leading financial services and life insurance company based in Milwaukee, Wisconsin. It offers its clients a broad range of financial planning services including life insurance, disability insurance, long-term care insurance, and personalized investment strategies through its network of financial advisors. Known for its strong corporate culture and commitment to employee development, Northwestern Mutual provides an environment that fosters growth, diversity, and meaningful work opportunities. The company emphasizes flexibility, career growth, and a supportive work culture, making it an attractive place for both new and experienced professionals. Furthermore, Northwestern Mutual prioritizes technology and innovation in financial services, aiming to revolutionize the industry from within.

📋 Description

• Delivers a personalized and remarkable experience for our clients by answering their questions • Proficient at resolving inquiries and transactions from Financial Reps and clients on basic and intermediate (semi-complex) level calls • Researches and evaluates possible solutions to complex problems • Takes ownership of calls and anticipates future issues to avoid repeat calls • Ability to de-escalate client experience situations effectively • Serves as a trusted advocate for our Financial Representatives • Embraces new technology and serves as an advocate for website and self-service capabilities • Understands risks and impacts that the transaction has on the client or policy • Drives change and embraces continuous improvement by creating processes and provisions to accommodate change

🎯 Requirements

• Associates degree in business or related field or equivalent combination of education and experience • Minimum of 2 years related customer service experience with proven customer service skills • Advanced understanding of Investment or Income markets or products (i.e. VA, VL, VUL Retirement or Business markets) • A basic understanding of tax implications • Advanced written and verbal communication skills • Ability to multi-task and handle high volume of calls/case load with the greatest possible degree of accuracy • Strong organization skills with the ability to prioritize tasks. • A strong desire to continuously learn and improve • Strong problem-solving skills and ability to provide options • Demonstrated computer experience with solid keyboarding skills and proficiency with current software packages.

🏖️ Benefits

• Health insurance • 401(k) matching • Paid time off • Flexible work arrangements • Professional development opportunities

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