Exchange Analyst

Northwestern Mutual

Technical Analyst for processing life insurance applications and resolving inquiries for Financial Reps and clients at Northwestern Mutual. Responsible for case analysis and maintaining service standards.

Posted 7/23/2026full-timeFranklin • Wisconsin • 🇺🇸 United StatesMid-LevelSenior💰 $21 - $31 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

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 ApplicationsCustomer Service ExperienceWritten and Verbal Communication SkillsMulti-Tasking and Time ManagementProblem Resolution Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Technical AnalysisCasework ManagementKeyboarding SkillsSoftware ProficiencyProductivity Standards Achievement

Soft Skills

De-Escalation SkillsRelationship BuildingAdaptability to ChangeContinuous Learning

Certifications & Qualifications

Non-Registered Fingerprinted Requirement

Industry Keywords

1035 ExchangeLife InsuranceConfidentiality StandardsSelf-Service CapabilitiesCustomer Service Testing

About the role

Key responsibilities & impact

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

What you’ll need

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

Benefits

Comp & perks

Health insurance
401(k) matching
Flexible work hours
Paid time off
Remote work options