Field Rewards Transaction Analyst II

🔥 19 hours ago

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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

• Interprets data accurately to research, analyze, and resolve cases within primary area function/process • Conducts in-depth analysis to correctly identify problems • Makes appropriate and accurate decisions with strong knowledge of standard processes, systems, business rules, and procedures • Under the direction of the Manager, Specialist, or Mentor, may handle more complex casework • Gives and receives regular feedback/information in an open and positive manner • Helps others with additional casework as needed • Contributes to a positive environment by openly communicating new ideas/solutions, perspectives and experiences • Handles and takes ownership of standard and non-standard communications with the Field and Home Office partners • Appropriately escalates exceptions to Manager, Specialist, or Mentor as appropriate • Exhibits a commitment towards personal learning and growth.

🎯 Requirements

• High School diploma • Minimum of two years of work experience demonstrating proficiency performing a variety of mathematical calculations and inputting accurate data • Experience should include minimum of one year of previous field compensation experience, one year of call center and/or customer service experience, or a combination thereof in a financial services environment • Strong demonstrated skills in analyzing complex information, problem solving, judgment, and independent decision making • Insurance Operations Experience a helpful • High level of organization and follow through • Able to identify and establish priorities to meet deadlines on multiple assignments • Demonstrated computer experience, including Word and Excel • Commitment to quality customer service • Has highly developed and demonstrated verbal and written communication skills proficiency within the home office and the field • Must handle confidential data in a manner consistent with the Privacy Information Act and Northwestern Mutual Standards • Successful completion of any appropriate pre-employment testing.

🏖️ Benefits

• Health insurance • Retirement plans • Paid time off • Flexible work arrangements • Professional development

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