Job Description


Executive Assistant star

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Northwestern Mutual Wealth Management Company

Fairport, New York, United States

Date Posted:
Job Type:
Northwestern Mutual Wealth Management Company
Job Description:


  • Prep/Create all Life Insurance Applications (Life, DI, LTC)
  • Review applications for accuracy
  • Submit applications to Home Office
  • Schedule Medical Exams
  • Help to field incoming phone calls
  • Contact Insurance clients to confirm receipt of forms, requests, late premium payments, scheduling follow up meetings, etc.
  • Phoning: Including Term Conversion/APB Phone Calls
  • Mail
  • Faxes
  • Monitor Daily Status Reports and underwriting guidelines
  • Processing all Service Requests in regards to Insurance
  • Prepare Policies for Delivery
  • Prep Client Files for Meetings and Compliance Reviews
  • Policy Loan Management



  • Experience in administrative support or customer service, preferably in the financial services and/or insurance industry.
  • Bilingual preferred
  • Health and life licensed (LAH) or gain licensing within 6 months of employment.
  • Excellent oral and written communication skills.
  • Familiarity with Microsoft applications and data entry and information retrieval software.
  • Proficiency with updated forms of social media.
  • Demonstrated organizational and time management skills and ability to multitask, set priorities and meet deadlines.
  • Strong attention to detail with the ability to work with a high degree of accuracy.
  • Ability to work in a fast-paced environment.
  • Ability to work both independently and in a team.
  • Ability to maintain confidentiality.
  • Strong communicative skills with executive and other professional clients
  • Willingness to learn and grow into new realms of service.
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About the Company

Northwestern Mutual Wealth Management Company

Financial Services to affluent professionals and business owners. At the heart of this business is comprehensive financial planning. Our goal is to provide an ideal level of service and attention to our clients needs. More...