3610 Epic Analyst jobs in Milwaukee,WI

1035 exchange life insurance applications
Determination of funds allocation and transaction legality
Initial review, obtaining requirements, and processing of exchange proceeds
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
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
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
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
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.