Client Relations InternBookmark This
Olson Financial Group, LLC (Network Office of Northwestern Mutual)
10 Madison Ave Ste 3
DescriptionAt the Olson Financial Group, LLC, the Client Relations Center (CRC) is a business unit that manages, reconnects, and transitions the Network Office's unassigned clients' relationships. The intern will provide operational and analytical support to the CRC through a variety of functions.
ResponsibilitiesEssential Job Functions:
Sustaining database integrity by performing weekly maintenance pertaining to client activity.
Supporting product and concept campaigns by conducting market research, generating lead lists, and assisting with large-scale mail merge projects.
Recording and analyzing CRC sales and marketing performance throughout Q1 and Q2.
Actively managing the underwriting process by reviewing the Daily Status Report for outstanding requirements requested by underwriters.
Updating the Underwriting Excel spreadsheet.
Ordering necessary underwriting requirements and medical exams for clients.
Organizing the monthly client builder meeting.
Non-essential Job Functions:
Attending and reporting at meetings with CRC team and/or upper-level management.
Participating in regional and national CRC conference calls.
RequirementsActively enrolled as a full-time student (15 credits) at an accredited institution in the area of business, finance, mathematics, or a related field.
Professionalism (promptness, appropriate self-presentation, consideration of work environment).
High level of integrity; trustworthiness.
Strong computer skills, particularly word processing, internet navigation, knowledge of and experience with Microsoft Excel, and general intuition for software use.
Attention to detail; organizational skills.
Ability to work independently with minimal supervision; initiative.
Critical thinking ability, especially analyzing data to draw conclusions.
Between 10-15 hours per week of availability (Compensation to be discussed at time of job offer).