Financial Planning CoordinatorThe responsibility of the Financial Planning Coordinator is to focus on life, disability, and long-term care insurance applications and underwriting for a growing and highly productive group of financial advisors under the supervision of the Director of Development.
Additionally, the Financial Planning Coordinator assists new advisors with their practices by managing and overseeing the flow of business, assisting clients in the application and underwriting process, and playing an instrumental role in creating future planning analysis presentations.ESSENTIAL DUTIES AND RESPONSIBILITIESNew Business and Underwriting Processing: Preparing and processing all insurance applications Managing the medical examination process, scheduling exams, and sending lab slips and results to underwriting Acting as a liaison in collaboration with Financial Advisors between a client and an underwriter to request or deliver correspondence, documents, and information with a high level of professionalism, timeliness, and confidentiality Prioritizing work according to client and underwriter needs within set turnaround times, keeping underwriter apprised of potential client issues and Financial Advisors aware of underwriter’s needs Developing and maintaining a working relationship with colleagues and company staff, and checking in weekly with advisors to provide case status updates Working closely with Financial Advisors to determine and handle their policy servicing needs for clients Producing quotes from illustration software and preparing personalized planning analysis documents Entering and maintaining client and policy data in computer system and electronic file system; tracking and following up on tasks forwarded to other staff or clients to ensure timely completion Regularly reviewing and managing online reporting systems, ensuring that all data is accurately reflected and making corrections to records whenever necessaryOffice Operations: Running office activity reports in preparation for weekly meetings Overseeing office persistency by resolving monthly policy lapses and sending weekly billing account termination notices to help prevent lapses from occurring Assist with incoming and outgoing mail Assist with daily client check processing Serve coverage for month-end reports on postage, validations, printing, and parking Serve coverage for month end expense reports on credits cards Other duties and responsibilities may be assignedADDITIONAL REQUIREMENTS: Physical Demands: Must be able to lift at least 50 pounds without assistance Fulltime Position Status: Exempt Reports to: Director of Development Approximately 40 hours per week Monday FridayBENEFITS:We believe in creating a work environment that supports long-term career growth.Accordingly, we provide a rewarding compensation package that includes: Salary commensurate with experience Medical, dental, and vision benefits with employer-paid subsidy 3% safe harbor 401(k) (eligible after one year) Employer-sponsored licensing, professional development, and education opportunities 18 days of Paid Time Off (PTO) with additional Holiday Pay Parking/transportation stipend: $215 per monthNorthwestern Mutual – West Los Angeles is an equal opportunity employer.
We do not discriminate or tolerate harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.Job Type: Full-timePay: $45,000.00 $55,000.00 per yearBenefits:401(k)Dental insuranceHealth insurancePaid time offVision insuranceSchedule:8 hour shiftWork Location:One locationWork Remotely:No