About Us
Friday Wealth is a national wealth management firm backed by Northwestern Mutual, based in Colorado. Specializing in integrative financial planning, retirement planning, investment management, risk management and tax-efficient strategies, we serve families, professionals, and businesses with complex financial needs. We believe in the balance of working hard to play hard, and centering our core values - Faith, Family, Character, Happiness, Commitment to Excellence and Love in everything we do.

Job Description
At Friday Wealth our business is about connecting with people. Financial security is a very personal subject, so most people want to work with a team they feel comfortable with and can rely upon – people who understand their values, their needs, their goals and can help them create a financial plan that is customized to them…and execute the plan.
As Insurance Operations Manager & Client Concierge you will play an instrumental role in exceeding our customers’ expectations by creating a professional environment built on expertise, trust, and proven systems.

Responsibilities

Insurance Operations - Service & Underwriting
- Life and Disability insurance applications
- New & existing proposals and illustration requests
- Oversee underwriting of new policies, tracking until completion, & keeping advisors informed on status updates
- General service inquiries addressing and beneficiary changes
- Data capture/entry
- Billing support and processing
- Client communication & reminders (phone & email)
- Liaison between Northwestern Mutual home office/underwriting department, third-party providers, medical examiners and clients.
Meeting Follow-up and Workflow Management
Client Onboarding
Client Relations
Chair 2 – Case Notes and Coordinate Client Follow-up
Save records to Docket
Update Meeting Agendas
Client Concierge & Outreach – proactively reach out to clients re: website (access, utilization, account aggregation, etc.), mobile app, planning opportunities, gathering info, etc.

Qualifications

Outgoing and engaging
Effective time management and prioritization skills
Ability to work independently, as well as within a team framework
Highly organized
Detail oriented and works with a high degree of accuracy
Strong computer skills
Customer service oriented
Projects a high-level of professionalism
Insurance licensed (Life & Health) preferred
Investment licensed (Series 7) preferred

Compensation & Benefits

$50,000 - 70,000 salary depending on experience
Medical Insurance (65% subsidized)
Dental Insurance available
Vision Insurance available
401k plan (employer non-elective contribution of 3%)
Work from home on Fridays after 90 days of employment
Paid vacation & holidays
Discretionary yearly bonus
Licensing reimbursement plan

We are an equal opportunity employer. All qualified applicants will receive consideration without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age, or status as a protected veteran, or any other characteristic protected by law.

Learn more about this Employer on their Career Site