Risk Client Onboarding Sr. Specialist - Hybrid
$65,440–$98,160 year
Hybrid · Milwaukee, Wisconsin, United States
Job Summary
Senior Risk Client Onboarding Specialist with Hybrid work arrangement. Primary point-of-contact and process expert for onboarding field partners (financial reps, field leaders, network office team) delivering onboarding services. Responsible for expediting onboarding processes, underwriting support, policy delivery, and proactive risk-case consultation. Responsibilities include initiating applications, entering data from the field, monitoring and gathering additional underwriting requirements, tracking application status through input, underwriting, and policy delivery, and using critical thinking to resolve requests. Lead weekly calls with advisors to provide status updates and share best practices, mentor junior staff, perform quality checks, de-escalate conflicts, and identify process or technology improvements to enhance the service experience for the field, advisors, and home office. Requires Bachelor's degree in business or equivalent experience, 3+ years of financial services experience with knowledge of Northwestern Mutual risk products, and preferred experience in field risk operations, process improvement, and cross-functional collaboration.
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