Top 14 Call center quality analyst Jobs in Milwaukee, Wi

1035 Exchange Analyst (NRF)
Northwestern Mutual —Franklin, WI
- $20.51 - $30.76 an hour
- Full-time
- Hybrid work
- Word processing
- Writing skills
- Research
- Flexible schedule
6d
Licensed Health Insurance Sales Agent - WORK FROM HOME
TRANZACT —Milwaukee, WI
- $18 - $20 an hour
- Full-time
- Remote
- Spanish
- English
- Communication skills
- Paid training
- Paid holidays
Quick Apply
11d
Commercial Insurance Analyst
Accenture —Milwaukee, WI
- $21.39 - $48.13 an hour
- Full-time
- Remote
- Research
- Mid-level
- US work authorization
- Paid holidays
- Disability insurance
1d
Senior Market Analyst
Rehlko —Milwaukee, WI
- $76,050 - $96,050 a year
- Full-time
- Hybrid work
- Marketing
- Office
- Residential
- Health insurance
- Dental insurance
7d
Security Compliance, Audit & Technical Architecture Manager
Accenture —Milwaukee, WI
- $87,400 - $293,800 a year
- Full-time
- Hybrid work
- Azure
- 6 years
- Salesforce
- Paid holidays
- Disability insurance
6d
Sr Associate, Quality
SC Johnson —Racine, WI
- Email
- Bachelor of Science
- Engineering
- Analysis skills
- Profit sharing
- Parental leave
13d
Lead Conversion Manager
Rehlko —Milwaukee, WI
- Full-time
- Marketing
- Residential
- Analysis skills
- Health insurance
- Dental insurance
6d
Epic Wisdom Lead - 6364302
Accenture —Milwaukee, WI
- $47.37 - $57.37 an hour
- Full-time
- Hybrid work
- Management
- 5 years
- High school diploma or GED
- Disability insurance
- Health insurance
8h
Supply Chain Healthcare Logistics Management Consulting Manager
Accenture —Milwaukee, WI
- $87,400 - $293,800 a year
- Full-time
- Oracle
- 3 years
- Bachelor's degree
- Paid holidays
- Disability insurance
Salesforce Data Cloud & AI Tech Architect (Tech Architecture/Solution Architecture)
Accenture —Milwaukee, WI
- $87,400 - $266,300 a year
- Full-time
- Hybrid work
- Management
- Computer Science
- Mentoring
- Paid holidays
- Disability insurance
Senior Analyst, FP&A
Regal Rexnord —Milwaukee, WI
- Online Application
- Hybrid work
- Office
- Residential
- Finance
- Health savings account
- AD&D insurance
Manager Structured Finance- North America
Johnson Controls —Milwaukee, WI
- $120,000 - $150,000 a year
- Full-time
- Hybrid work
- 6 years
- Office
- Finance
- Paid holidays
- Health insurance
Salesforce Data Cloud & AI Architect Senior Manager
Accenture —Milwaukee, WI
- $122,700 - $302,400 a year
- Full-time
- Management
- Computer Science
- Mentoring
- Paid holidays
- Disability insurance

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Licensed Health Insurance Sales Agent - WORK FROM HOME
TRANZACT —Milwaukee, WI
An active applicable resident insurance license in the state in which you reside. Valid applicable resident insurance license. Paid Time Off and Holidays.
$18 - $20 an hour
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11d
Financial Professional
New York Life —Milwaukee, WI
On hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and*.
$60,000 - $265,000 a year
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Licensed Health Insurance Sales Agent - WORK FROM HOME
TRANZACT —Columbus, OH
An active applicable resident insurance license in the state in which you reside. The Sales Agent typically holds Health and/or Medicare Supplement insurance…
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1035 Exchange Analyst (NRF)

Northwestern Mutual -
Franklin, WI

Apply Now

Job Details

Full-time
$20.51 - $30.76 an hour
6 days ago

Benefits

Flexible schedule

Qualifications

Research
Data-driven problem-solving

Full Job Description

Summary

Responsible for technical analysis/processing of 1035 exchange life insurance applications, and determination of funds allocation and transaction legality. Responsible for initial review, obtaining requirements, and processing of exchange proceeds, you will report on non-prepaid cases and accuracy of the cost basis adjustments; meet all service expectations and regulatory guidelines under the tax code for a 1035 exchange; communicate with outside companies to obtain necessary funds; administer proceeds in a timely and accurate manner, using a wide variety of computer applications; research and implement creative solutions to complex situations related to 1035 exchanges; identify cases that require additional underwriter involvement; process cost basis for 1035 exchanges, accountable for any necessary policy corrections changes for approved 1035 exchanges; identify and apply interest charge adjustments; take final action on 1035 exchanges.

What You'll Do:

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 and partners with them to meet the needs of our clients.
Educates Financial Representatives on self-service capabilities
Fosters a professional relationship with our clients to enhance brand loyalty
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 the high degree of accuracy and quality
Able to work independently and with your team to consistently identify opportunities improve work processes
Researches and evaluates possible solutions using all available resources
Manages casework in accordance with area service and/or productivity standards
Welcomes change and embraces an environment where continuous improvement is expected from all employees
Demonstrates a willingness to shift work priorities to meet the needs of the business and customer demand
Identifies opportunities for improvement and is an advocate for delivering viable solutions and alternatives
Ability to interact with latest technologies including devices to do their jobs and interact with clients
Demonstrated ability to use computer software packages, including Word, Excel, and PowerPoint

What You'll Bring to the Role:

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

Skills You Have:

Attention to Detail: Focuses on specific details to spot and correct errors in advance of them being found and surpass quality expectations. Performs work with thorough proofreading for presentation, content, accuracy, and overall quality.
Case Management: Manages and maintains ownership of assigned cases, communicating status, managing requirements, and answering client questions. Ensures all claims and inquiries are necessary, reasonable, and legitimate.
Customer Service Mindset: Anticipates customer needs and applies understanding of customer needs or perspectives to solve problems and drive outcomes as the basis for decision making. Leverages knowledge of trends affecting customer to help them make informed decisions.
Field Relations: Builds and maintains relationships with agents or brokers who work directly with customers to sell insurance products, and negotiates outcomes with field/clients. Understands the needs and concerns of these intermediaries, provides support and guidance on underwriting policies and procedures, and collaborates with them to ensure that customers receive the best possible service and coverage.
Insurance Products: Leverages knowledge of the general components, characteristics, principles, philosophy, and advantages of specific Northwestern Mutual insurance products to inform approach to situations such as innovation, development, and improvement.
Root Cause Analysis & Decision Quality: Assists and applies problem solving methods to understand the fundamental reasons of faults and problems; makes timely, data-driven decisions by understanding the probability of success, identifying customer risks, gathering business requirements, and developing value statements.
Teamwork: Engages in others' behaviors to generate strong team cohesion and orientation. Facilitates open dialogue within and across teams to create trust and understanding. Shares collective successes and opportunities to improve as a group.

#LI-Hybrid

This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.Non-Registered Fingerprinted - FINRA

Compensation Range:

Pay Range - Start:

$20.51

Pay Range - End:

$30.76

Geographic Specific Pay Structure:

Structure 110:

Structure 115:

We believe in fairness and transparency. It’s why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you’re living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.

Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!

Northwestern Mutual is an equal opportunity employer that welcomes talented individuals of all backgrounds. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.

Skills

Customer Service Mindset (NM) - Intermediate, Case Management (NM) - Intermediate, Quality Acumen (NM) - Beginner, Field Relations (NM) - Beginner, Adaptive Communication (NM) - Beginner, Policy Inquiries & Complaints Management (NM) - Beginner, Data Security (NM) - Intermediate, Teamwork (NM) - Intermediate, Prioritization (NM) - Beginner, Compliance (NM) - Beginner, Insurance Products (NM) - Beginner, Change Adaptability (NM) - Beginner, Policy & Procedure (NM) - Beginner, Root Cause Analysis & Decision Quality (NM) - Beginner, Attention to Detail (NM) - Intermediate, Escalation Management (NM) - Beginner, Analytical Thinking (NM) - Beginner, Client Advocacy (NM) - Beginner, Customer Support (NM) - Intermediate, Tax Awareness (NM) - Beginner

FIND YOUR FUTURE

We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.

Flexible work schedules
Concierge service
Comprehensive benefits
Employee resource groups

Apply Now

Refine Your Search

call center quality analyst jobs in milwaukee, wi

1035 Exchange Analyst (NRF)

Licensed Health Insurance Sales Agent - WORK FROM HOME

Commercial Insurance Analyst

Senior Market Analyst

Security Compliance, Audit & Technical Architecture Manager

Sr Associate, Quality

Lead Conversion Manager

Epic Wisdom Lead - 6364302

Supply Chain Healthcare Logistics Management Consulting Manager

Salesforce Data Cloud & AI Tech Architect (Tech Architecture/Solution Architecture)

Senior Analyst, FP&A

Manager Structured Finance- North America

Salesforce Data Cloud & AI Architect Senior Manager

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