Field Rewards Transaction Analyst II
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Job Description
Transaction Analyst II at Northwestern Mutual analyzing cases and ensuring effective communication with clients and team members. Responsible for casework resolution and team collaboration.
Responsibilities:
- Interprets data accurately to research, analyze, and resolve cases within primary area function/process
- Conducts in-depth analysis to correctly identify problems
- Makes appropriate and accurate decisions with strong knowledge of standard processes, systems, business rules, and procedures
- Under the direction of the Manager, Specialist, or Mentor, may handle more complex casework
- Gives and receives regular feedback/information in an open and positive manner
- Helps others with additional casework as needed
- Contributes to a positive environment by openly communicating new ideas/solutions, perspectives and experiences
- Handles and takes ownership of standard and non-standard communications with the Field and Home Office partners
- Appropriately escalates exceptions to Manager, Specialist, or Mentor as appropriate
- Exhibits a commitment towards personal learning and growth.
Requirements:
- 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
- Insurance Operations Experience a helpful
- 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.
Benefits:
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
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