Exchange Analyst

Jobtailor; Franklin (WI); On-site; USD 42,000 - 61,000; Full time

Job summary

Jobtailor is seeking a detail-oriented Life Insurance Servicing Specialist in Wisconsin to handle 1035 exchange applications, answer questions from Financial Representatives and clients, and maintain confidentiality while upholding high customer service standards.

Ideal candidates will have an associate degree in business or related field, strong written and verbal communication, and the ability to multi-task in a fast-paced environment.

Qualifications

• Associates degree in business or related field or equivalent combination of education and experience.
• Previous customer service experience preferred.
• Equally strong written and verbal communication skills.
• Non-Registered fingerprinted will be required.
• Ability to multi-task, prioritize and manage time effectively.
• Willingness to embrace change in a fast paced work environment.
• Desire to resolve complex problems.
• A strong desire to continuously learn and improve.
• Demonstrated computer experience with solid keyboarding skills and proficiency with current software packages.
• Successful completion of customer service required testing.

Responsibilities

• Process and analyze 1035 exchange life insurance applications.
• Respond to questions from Financial Reps and clients.
• Own calls and anticipate issues to reduce repeat calls and unnecessary transfers.
• Educate Financial Representatives on self-service capabilities.
• Maintain confidentiality and privacy standards.
• Handle phone and transactional duties with high accuracy and quality.
• Multi-task between phone and casework.
• Research and evaluate possible solutions using all available resources.
• Manage casework in line with service and productivity standards.
• Identify opportunities for improvement and advocate viable solutions.

Skills

Technical analysis

Customer service

Multi-tasking

Time management

De-escalation

Education

Associate degree in business

Tools

MS Office Suite

CRM software

Keyboarding

Job description

• Responsible for technical analysis/processing of 1035 exchange life insurance applications
• Successfully resolves questions and inquiries from Financial Reps and clients
• Takes ownerships of calls and anticipates future issues to avoid repeat calls and unnecessary call transfers
• Serves as a trusted advocate for our Financial Representatives
• Educates Financial Representatives on self-service capabilities
• Fosters a professional relationship with our clients
• Exhibits skill in de-escalating servicing concerns
• Achieves productivity standards and goals while maintaining the highest level of customer service
• Handles phone and transactional responsibilities while adhering to strict confidentiality and privacy standards
• Able to multi-task between phone and casework/transactional duties with a high degree of accuracy and quality
• Researches and evaluates possible solutions using all available resources
• Manages casework in accordance with area service and/or productivity standards
• Identifies opportunities for improvement and is an advocate for delivering viable solutions and alternatives

Requirements

• Associates degree in business or related field or equivalent combination of education and experience
• Previous customer service experience preferred
• Equally strong written and verbal communication skills
• Non-Registered fingerprinted will be required
• Ability to multi-task, prioritize and manage time effectively
• Willingness to embrace change in a fast paced work environment
• Desire to resolve complex problems
• A strong desire to continuously learn and improve
• Demonstrated computer experience with solid keyboarding skills and proficiency with current software packages
• Successful completion of customer service required testing

Core Competencies

Demonstrates expertise in technical analysis and processing of life insurance applications, with a strong focus on customer service and effective communication. Capable of managing casework while adhering to confidentiality standards and achieving productivity goals.

Highest-signal resume keywords

• Technical Analysis of Life Insurance Applications
• Customer Service Experience
• Written and Verbal Communication Skills
• Multi-Tasking and Time Management
• Problem Resolution Skills

ATS Optimization Keywords

Hard Skills

• Technical Analysis
• Casework Management
• Keyboarding Skills
• Software Proficiency
• Productivity Standards Achievement

Soft Skills

• De-Escalation Skills
• Relationship Building
• Adaptability to Change
• Continuous Learning

Certifications & Qualifications

• Non-Registered Fingerprinted Requirement

Industry Keywords

• 1035 Exchange
• Life Insurance
• Confidentiality Standards
• Self-Service Capabilities
• Customer Service Testing