Note: The job is a remote job and is open to candidates in USA. Northwestern Mutual is a company focused on client-centered services, and they are seeking a Field Rewards Transaction Analyst II. The role involves analyzing data, resolving cases, and contributing to team responsibilities while ensuring a positive customer experience.
Responsibilities
- Interprets data accurately to research, analyze, and resolve cases within primary area function/process; may still be acquiring higher level skills; may have general knowledge of multiple functions/processes
- Conducts in-depth analysis to correctly identify problems, escalating issues as needed
- Makes appropriate and accurate decisions with strong knowledge of standard processes, systems, business rules, and procedures; may require application of non-standard policies and procedures to complete work
- Under the direction of the Manager, Specialist, or Mentor, may handle more complex casework
- Completes cases within defined turnaround times
- Gives and receives regular feedback/information in an open and positive manner
- Helps others with additional casework as needed
- Tries new ways of challenging the status quo and changing the way we work
- Contributes to a positive environment by openly communicating new ideas/solutions, perspectives and experiences in team meetings, training sessions, 1x1s and huddles
- Demonstrates behaviors that reflect and support our company and department values, vision, and culture of learning/growth
- Acts in a manner necessary to achieve organizational results (i.e. big picture)
- Organizes work in a manner that allows team members to easily locate and complete casework when needed
- Handles and takes ownership of standard and non-standard communications (phone, email) with the Field and Home Office partners
- Communication is professional, complete, accurate, timely, and effective
- Appropriately escalates exceptions to Manager, Specialist, or Mentor as appropriate
- Appropriately documents cases through the case management system
- Exhibits a commitment towards personal learning and growth
- Takes initiative to learn topics outside of core responsibilities
Skills
- High School diploma
- Minimum of two years of work experience demonstrating proficiency performing a variety of mathematical calculations and inputting accurate data
- Experience should include minimum of one year of previous field compensation experience, one year of call center and/or customer service experience, or a combination thereof in a financial services environment
- Strong demonstrated skills in analyzing complex information, problem solving, judgment, and independent decision making
- High level of organization and follow through
- Able to identify and establish priorities to meet deadlines on multiple assignments
- Demonstrated computer experience, including Word and Excel
- Commitment to quality customer service
- Has highly developed and demonstrated verbal and written communication skills proficiency within the home office and the field
- Must handle confidential data in a manner consistent with the Privacy Information Act and Northwestern Mutual Standards
- Successful completion of any appropriate pre-employment testing
- Insurance Operations Experience a helpful
Company Overview
Company H1B Sponsorship