1035 Exchange Analyst & Client Advocate
Job in
Franklin, Milwaukee County, Wisconsin, 53132, USA
Listed on 2026-08-02
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-02
Job specializations:
-
Customer Service/HelpDesk
Job Description & How to Apply Below
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.
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