Morgan Knutson
Detail-oriented and client-focused financial services professional with experience supporting advisors, managing insurance and underwriting workflows, and delivering exceptional client service within Northwestern Mutual. Proven ability to coordinate complex processes, communicate effectively with clients and internal partners, and ensure accuracy through strong organizational skills and attention to detail. Licensed in Life and Health Insurance with a Bachelor of Science in Business Administration and a solid understanding of risk management, financial operations, and client relationship management. Eager to leverage operational expertise, knowledge of Northwestern Mutual systems, and a collaborative approach to support advising teams in helping clients achieve their financial goals.
Work History
Risk Service Analyst
1 Year 3 Months- Support the application and underwriting process for subscribers with LOS 0-5 years and monitor daily reports.
- Serve as a liaison between Financial Representatives and underwriting teams.
- Facilitate pre-screening and schedule medical exams.
- Manage client follow up and next steps of risk application processes.
Peer Advisor
2 Years 4 Months- Helped students with academic requirements, degree plans, and course scheduling.
- Provided guidance on topics such as networking, resumes, and job searching.
- Worked with center staff on projects, events, and marketing strategies.
Team Manager
7 Months- Supported operations at over 20 NCAA Division II MIAA track & field meets in coordination with certified meet officials.
- Assisted in managing schedules, practice plans, and communication updates to athletes and coaches.
- Ensured all equipment and gear is set up and available.
Desk Clerk/Group Exercise Instructor
1 Year 9 Months- Provided customer service skills to incoming guests, updating memberships and admitting new guests into the system.
- Developed weekly exercise plans for members to perform during group classes.
- Encouraged a healthy lifestyle by showcasing campus activities and opportunities for members to participate in.
Education
Bachelor of Science B.S - Business Administration Emphasis: Management, Marketing, & Human Resources Management
Skills
Certification
IA Life and Health