• Director of Insurance Operations and Services Northwestern Mutual

    The Atrium Financial Group | Northwestern Mutual
    Job Description
    Director of Insurance Operations and Services
    Northwestern Mutual – The Atrium Financial Group
    Albany, NY

    Financial Times Top 400 wealth management and financial planning practice looking for a motivated and detail-oriented team mate. Responsible for spearheading insurance division, guiding clients through insurance onboarding process, and maintaining insurance client database and service.

    Specific responsibilities include but will not be limited to:
    • Provide timely, accurate, and effective client service.
    • Prepare insurance and annuity illustrations.
    • Schedule and administer insurance applications with clients via phone and e-mail.
    • Oversee underwriting on all risk management applications, which includes direct contact with clients and home office to see process through.
    • Track insurance new business at each stage throughout the process.
    • Manage and oversee the insurance claims process ensuring our clients have an enjoyable and seamless experience.
    • Assist current clients with any servicing needs on existing policies.
    • Research and stay current on any company and insurance industry changes. Reports findings at weekly meetings.

    Qualifications
    It is recommended that the Director of Insurance Operations and Services have the following qualifications:
    • College Degree Required
    • Life, Accident, and Health Insurance License for NYS (preferred but not required)
    • Proficient in Microsoft Office
    • Excellent Interpersonal Skills
    • High Degree of Organizational Skills, Detail Oriented, and Autonomous
    • Must Work Effectively with People at All Levels
    • Ability to Maintain a High Degree of Confidentiality
    • Willing to Work 8am – 5pm, Monday Through Friday
    Contact Information
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