Summary
Overview
Work History
Skills
Volunteer Experience
Certification
Work Availability
Work Preference
Timeline
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LAURIE NOLAN

LAURIE NOLAN

Milwaukee,WI

Summary

Dynamic Senior Specialist at Northwestern Mutual with expertise in consultation and relationship building. Proven track record in enhancing onboarding processes and developing training materials. Recognized for delivering quality financial planning support and mentoring team members, driving improved performance and client satisfaction. Committed to fostering innovation and problem-solving initiatives.

Overview

25
25
years of professional experience

Work History

SENIOR SERVICE ADOPTION SPECIALIST

Northwestern Mutual
Milwaukee, WI
10.2023 - Current
  • Provide consultation to field partners on available support options.
  • Documented existing support structures while fostering relationships with the Network Offices.
  • Conducted onboarding calls and resolved subscriber questions promptly.
  • Collaborated on innovative marketing materials, improving document clarity.
  • Promoted services at field events, engaging attendees to understand their needs.
  • Mentored summer intern, focusing on professional skill enhancement.
  • Actively contributed to problem-solving efforts and updated departmental standards.

FINANCIAL PLANNING SERVICES OPERATIONS SPECIALIST

Northwestern Mutual
Milwaukee, WI
01.2021 - 10.2023
  • Delivered integrated financial planning support to advisors and Network Office teams.
  • Completed complex financial plans and insurance illustrations based on client data.
  • Facilitated onboarding calls, addressing follow-up inquiries from subscribers.
  • Executed quality control measures, providing constructive feedback on team deliverables.
  • Monitored mentee performance and productivity, updating management metrics proactively.
  • Managed workflow and staff assignments, ensuring timely completion of team commitments.
  • Built strong relationships as primary contact for subscribers across assigned Network Offices.
  • Developed training materials and led classes for new team members.

SENIOR FINANCIAL PLANNING ASSOCIATE

Northwestern Mutual
Milwaukee, WI
01.2018 - 01.2021
  • Developed comprehensive financial plans for Financial Representatives using client data and NM Proprietary software, while ensuring productivity and confidentiality.
  • Conducted quality control and provided feedback on teammate plans and illustrations.
  • Collaborated with Field Representatives to verify completeness and accuracy of financial plans.
  • Engaged in Continuous Learning and Improvement initiatives, including problem solving and process testing.
  • Designed and implemented training programs for associates to enhance skills.
  • Monitored team productivity, updated performance metrics, and addressed workflow challenges proactively.

CUSTOMER SERVICE SPECIALIST

American Family Insurance
Milwaukee, WI
01.2016 - 01.2017
  • Serviced existing clients while prospecting new clientele to expand market reach.
  • Educated clients on insurance products and coverage options to improve comprehension.
  • Evaluated client policies, delivering customized recommendations based on individual needs.
  • Resolved customer complaints through effective communication and strategic solutions.
  • Assisted customers with inquiries and claim submissions to ensure timely processing.
  • Oversaw office management responsibilities, enhancing productivity of daily operations.

SENIOR REPRESENTATIVE

Primerica Financial Services
Milwaukee, WI
01.2014 - 01.2016
  • Established a substantial client base through prospecting and networking.
  • Educated clients on various insurance and investment products.
  • Evaluated individual client requirements to recommend suitable services and products.
  • Executed financial transactions promptly per client requests.
  • Maintained confidentiality of sensitive client information throughout all processes.
  • Managed client accounts to ensure personalized financial solutions aligned with needs.

MERCHANT MARKETING COORDINATOR

Bon-Ton Stores, Inc
Milwaukee, WI
03.2001 - 01.2014
  • Partnered with merchants and creative teams to develop and launch comprehensive marketing strategies.
  • Proactively planned and reconciled advertising budgets, ensuring fiscal accuracy.
  • Collaborated with internal and external partners to strategize seasonal digital campaigns across platforms.
  • Collected and reviewed marketing information for social media postings on Twitter, Facebook, and blogs.
  • Participated in planning meetings and ad preparation alongside buying offices.
  • Researched competitor marketing, evaluating characteristics, market share, pricing, and advertising strategies.

COSMETIC BUSINESS OFFICE ASSISTANT

Bon-Ton Stores, Inc
Milwaukee, WI
01.2001 - 06.2001
  • Provided all facets of business administrative support, including reconciliation of associate spiffs and report generation.
  • Scheduled associate training seminars and managed personnel file maintenance.
  • Acted as liaison between internal departments and external customers, ensuring clear communication.
  • Generated letters, documents, policy records, and confidential reports with precision.
  • Optimized employee record filing system for improved accessibility and efficiency.

Skills

  • Consultation skills
  • Onboarding processes
  • Documentation management
  • Relationship building
  • Customer engagement
  • Problem solving
  • Training development
  • Quality control
  • Financial planning
  • Mentorship

Volunteer Experience

Lucky Mutts Rescue, Inc., Milwaukee, WI. Board Member 2016 - 2021.

Managed fundraising and adoption events. Created marketing materials, including brochures, event flyers, signage and other collateral. Built and managed website. Co-managed social media presence.

Certification

  • FINRA Series 6, 63. 2014 - 2019
  • State of WI Life Insurance. 2014 - 2018
  • State of WI Property and Casualty. 2017 - 2018

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference

Work Type

Full Time

Work Location

Remote

Important To Me

Work-life balanceWork from home optionPaid time off401k matchPersonal development programs

Timeline

SENIOR SERVICE ADOPTION SPECIALIST

Northwestern Mutual
10.2023 - Current

FINANCIAL PLANNING SERVICES OPERATIONS SPECIALIST

Northwestern Mutual
01.2021 - 10.2023

SENIOR FINANCIAL PLANNING ASSOCIATE

Northwestern Mutual
01.2018 - 01.2021

CUSTOMER SERVICE SPECIALIST

American Family Insurance
01.2016 - 01.2017

SENIOR REPRESENTATIVE

Primerica Financial Services
01.2014 - 01.2016

MERCHANT MARKETING COORDINATOR

Bon-Ton Stores, Inc
03.2001 - 01.2014

COSMETIC BUSINESS OFFICE ASSISTANT

Bon-Ton Stores, Inc
01.2001 - 06.2001

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