JOB REQUIREMENTS: At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Summary Responsible for technical analysis/processing of 1035 exchange life insurance applications, and determination of funds allocation and transaction legality. Responsible for initial review, obtaining requirements, and processing of exchange proceeds, you will report on non-prepaid cases and accuracy of the cost basis adjustments; meet all service expectations and regulatory guidelines under the tax code for a 1035 exchange; communicate with outside companies to obtain necessary funds; administer proceeds in a timely and accurate manner, using a wide variety of computer applications; research and implement creative solutions to complex situations related to 1035 exchanges; identify cases that require additional underwriter involvement; process cost basis for 1035 exchanges, accountable for any necessary policy corrections changes for approved 1035 exchanges; identify and apply interest charge adjustments; take final action on 1035 exchanges. Primary Duties and Responsibilities Deliver a Distinctive Client Experience Successfully resolves questions and inquiries from Financial Reps and clients Takes ownerships of calls and anticipates future issues to avoid repeat calls and unnecessary call transfers Serves as a trusted advocate for our Financial Representatives and partners with them to meet the needs of our clients. Educates clients and Financial Representatives on our client website and self-service capabilities Fosters a professional relationship with our clients to enhance brand loyalty Exhibits skill in de-escalating servicing concerns Achieves productivity standards and goals while maintaining the highest level of customer service Critical Thinking/Problem Solving Handles phone and transactional responsibilities while adhering to strict confidentiality and privacy standards Able to multi-task between phone and casework/transactional duties with the high degree of accuracy and quality Able to work independently and with your team to consistently identify opportunities improve work processes Researches and evaluates possible solutions using all available resources Manages casework in accordance with area service and/or productivity standards Change Agility Welcomes change and embraces an environment where continuous improvement is expected from all employees Demonstrates a willingness to shift work priorities to meet the needs of the business and customer demand Identifies opportunities for improvement and is an advocate for delivering viable solutions and alternatives Digital Savvy Ability to interact with latest technologies including devices to do their jobs and interact with clients Demonstrated ability to use computer software packages, including Word, Excel, and... For full info follow application link. EEO/AA Employer/Vets/Disability ***** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/D99A497CF77A4D94 Qualified females, minorities, and special disabled veterans and other veterans are encouraged to apply.