Insurance Operations Manager & Client Concierge at Northwestern Mutual - Denver – Denver, Colorado

About Us
Friday Wealth is a national wealth management firm backed by Northwestern Mutual, based in Lakewood, Colorado. Specializing in integrative financial planning, retirement planning, investment management, risk management and tax-efficient strategies, we serve families, professionals, and businesses with complex financial needs. We believe in the balance of working hard to play hard, and centering our core values - Faith, Family, Character, Happiness, Commitment to Excellence and Love in everything we do.

Job Description
At Friday Wealth our business is about connecting with people. Financial security is a very personal subject, so most people want to work with a team they feel comfortable with and can rely upon – people who understand their values, their needs, their goals and can help them create a financial plan that is customized to them…and execute the plan.
As Insurance Operations Manager & Client Concierge you will play an instrumental role in exceeding our customers’ expectations by creating a professional environment built on expertise, trust, and proven systems.

Responsibilities

• Insurance Operations - Service & Underwriting
  • Life and Disability insurance applications
  • New & existing proposals and illustration requests
  • Oversee underwriting of new policies, tracking until completion, & keeping advisors informed on status updates
  • General service inquiries addressing and beneficiary changes
  • Data capture/entry
  • Billing support and processing
  • Client communication & reminders (phone & email)
  • Liaison between Northwestern Mutual home office/underwriting department, third-party providers, medical examiners and clients.
• Meeting Follow-up and Workflow Management
• Client Onboarding
• Client Relations
• Chair 2 – Case Notes and Coordinate Client Follow-up
• Save records to Docket
• Update Meeting Agendas
• Client Concierge & Outreach – proactively reach out to clients re: website (access, utilization, account aggregation, etc.), mobile app, planning opportunities, gathering info, etc.

Qualifications

• Outgoing and engaging
• Effective time management and prioritization skills
• Ability to work independently, as well as within a team framework
• Highly organized
• Detail oriented and works with a high degree of accuracy
• Strong computer skills
• Customer service oriented
• Projects a high-level of professionalism
• Insurance licensed (Life & Health) preferred
• Investment licensed (Series 7) preferred

Compensation & Benefits

• $50,000 - 70,000 salary depending on experience
• Medical Insurance (65% subsidized)
• Dental Insurance available
• Vision Insurance available
• 401k plan (employer non-elective contribution of 3%)
• Work from home on Fridays after 90 days of employment
• Paid vacation & holidays
• Discretionary yearly bonus
• Licensing reimbursement plan

We are an equal opportunity employer. All qualified applicants will receive consideration 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.

Friday Wealth - 825 Simms St. Lakewood, CO 80401