At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference.
What's the role?
The Field Rewards Transaction Sr. Analyst interprets data accurately to research, analyze, and resolve cases within primary area function/process; may still be acquiring higher level skills; may have general knowledge of multiple functions/processes.
Conducts in-depth analysis to correctly identify problems, escalating issues as needed.
Makes appropriate and accurate decisions with strong knowledge of standard processes, systems, business rules, and procedures; may require application of non-standard policies and procedures to complete work.
Under the direction of the Manager, Specialist, or Mentor, may handle more complex casework.
Completes cases within defined turnaround times
Gives and receives regular feedback/information in an open and positive manner.
Helps others with additional casework as needed.
Tries new ways of challenging the status quo and changing the way we work.
Contributes to a positive environment by openly communicating new ideas/solutions, perspectives and experiences in team meetings, training sessions, 1x1s and huddles.
Demonstrates behaviors that reflect and support our company and department values, vision, and culture of learning/growth
Acts in a manner necessary to achieve organizational results (i.e. big picture).
Organizes work in a manner that allows team members to easily locate and complete casework when needed.
Handles and takes ownership of standard and non-standard communications (phone, email) with the Field and Home Office partners.
Communication is professional, complete, accurate, timely, and effective.
Appropriately escalates exceptions to Manager, Specialist, or Mentor as appropriate.
Appropriately documents cases through the case management system.
Exhibits a commitment towards personal learning and growth.
Takes initiative to learn topics outside of core responsibilities.
Bring your best! What the role requires:
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 or 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.
Competitive base pay
Performance based incentive pay
Medical, dental and vision insurance
Caregiver time off
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.
We will offer reasonable accommodations
Grow your career with a best-in-class company that puts our client's interests at the center of all we do. Get started now!
We are an equal opportunity/affirmativeaction 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.
FIND YOUR FUTURE
We're excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and commitment to diversity and inclusion.
Northwestern Mutual has been helping families and businesses achieve financial security for nearly 160 years through a distinctive planning approach that integrates risk management with wealth accumulation, preservation and distribution. With more than $217 billion in assets, $26 billion in revenues and more than $1.5 trillion worth of life insurance protection in force. Northwestern Mutual delivers financial security to more than 4.2 million clients. People are the power behind Northwestern Mutual, and diversity makes us better. We are committed to reflecting and serving the marketplace. We do so by attracting and enhancing the engagement of those who bring their unique perspectives, ideas, and beliefs. At Northwestern Mutual, people matter. And you’ll be working for a company that’s consistently voted among the “most admired” in the nation.