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Insurance Form Analyst Jobs in Wisconsin (NOW HIRING)

Sentry Insurance

Payroll Analyst

Stevens Point, WI

... Form W-2 statements. * Make recommendations and assist in the review or development of reports ... Group Medical, Dental, Vision, Life insurance, Parental leave, and our Health and Wellness benefits ...

First Weber Realtors

Insurance Producer

Brookfield, WI · On-site

Meet all performance and behavior expectations outlined in the company performance appraisal form ... Excellent analytical, problem-solving and decision-making skills. * Excellent oral, written and ...

First Weber Realtors

Insurance Producer

Brookfield, WI · On-site

Meet all performance and behavior expectations outlined in the company performance appraisal form ... Excellent analytical, problem-solving and decision-making skills. * Excellent oral, written and ...

Shared Success Center

Insurance Producer

Brookfield, WI · On-site

Meet all performance and behavior expectations outlined in the company performance appraisal form ... Excellent analytical, problem-solving and decision-making skills. * Excellent oral, written and ...

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Insurance Form Analyst information

What is an insurance form analyst?

Insurance Form Analysts are professionals who review, evaluate, and ensure the accuracy and compliance of insurance forms and documents. They check that policy forms adhere to state and federal regulations and are consistent with company guidelines. These specialists work closely with underwriters, compliance teams, and legal departments to identify discrepancies or errors and make recommendations for revisions. Their role is crucial in minimizing legal risks and ensuring that insurance products are clearly and accurately described to customers.

What are the key skills and qualifications needed to thrive as an insurance form analyst?

To thrive as an Insurance Form Analyst, you need a solid understanding of insurance products, regulatory compliance, and attention to detail, typically supported by a degree in business, finance, or a related field. Familiarity with insurance management software, document management systems, and often proficiency in Microsoft Office Suite are essential technical requirements. Strong analytical thinking, effective communication, and organizational skills help distinguish top performers in this role. These competencies are crucial for ensuring accurate form preparation, regulatory adherence, and effective collaboration with internal and external stakeholders.

What are some common challenges an insurance form analyst may face when reviewing complex policy documents?

Insurance Form Analysts often encounter challenges such as navigating varying state regulations, identifying inconsistencies or ambiguities in policy language, and ensuring that all forms comply with both internal standards and external legal requirements. These professionals must pay close attention to detail and stay up-to-date with frequent changes in insurance laws. Collaborating with underwriters, legal teams, and compliance officers is essential to resolve discrepancies and ensure accuracy in documentation.

What is the difference between Insurance Form Analyst vs Insurance Underwriter?

AspectInsurance Form AnalystInsurance Underwriter
CredentialsTypically requires a high school diploma or associate degree; certifications like CPCU or AINS are commonRequires a bachelor's degree, often in finance, business, or related fields; certifications like CPCU or ARM are beneficial
Work EnvironmentOffice setting, reviewing insurance forms and data entryOffice setting, assessing risks and approving policies
Employer & Industry UsageInsurance companies, brokers, and agenciesInsurance companies, underwriting firms, and brokers

Insurance Form Analysts focus on reviewing and processing insurance forms, ensuring accuracy and compliance. Insurance Underwriters evaluate risks and determine policy terms. While both roles are essential in the insurance industry, they differ in responsibilities, with underwriters making risk decisions and analysts handling documentation.

How much does an insurance form analyst make?

An insurance form analyst typically earns between $45,000 and $70,000 annually, depending on experience, location, and employer size. Entry-level positions may start lower, while experienced analysts with specialized skills or certifications can earn higher salaries. Compensation often includes benefits such as health insurance and paid time off.

What does an insurance form analyst do?

An insurance form analyst reviews and processes insurance documents to ensure accuracy, completeness, and compliance with company policies. They often use specialized software and require attention to detail to identify errors or discrepancies in forms, supporting claims processing and policy administration.

What are popular job titles related to Insurance Form Analyst jobs in Wisconsin?

For Insurance Form Analyst jobs in Wisconsin, the most frequently searched job titles are:

What job categories do people searching Insurance Form Analyst jobs in Wisconsin look for?

The top searched job categories for Insurance Form Analyst jobs in Wisconsin are:

What cities in Wisconsin are hiring for Insurance Form Analyst jobs?

Cities in Wisconsin with the most Insurance Form Analyst job openings:

Insurance Form Analyst jobs near you

Insurance Producer

HomeServices Insurance

Brookfield, WI • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 14 days ago

Job description

Step into a dynamic, client-focused role at HomeServices Insurance (HSI)-a trusted name under the HomeServices of America family-where your expertise in personal and commercial insurance becomes a powerful asset in protecting what matters most. As a key player on our high-performing team, you'll assess client risk, deliver customized coverage solutions, and drive results through proactive sales, relationship-building, and strategic insurance placement. HSI offers a highly competitive incentive plan directly tied to new business production-with unlimited earning potential-empowering you to take control of your success while growing your career within one of the nation's most respected real estate networks.
Job Duties and Responsibilities (Essential Job Functions)
  1. Market and sell personal lines insurance policies. Proactively contact all leads to recommend appropriate insurance, quote and place coverage. Identify and assess client risk exposures. (65-75%)
  2. Foster referral relationships with all real estate personnel including agents, office managers and mortgage brokers to maximize sales opportunities. (20-25%)
  3. Provide work direction as appropriate to new business specialists to ensure all aspects of client on-boarding are completed properly and in a timely manner. (0-5%)
  4. Actively monitor and report to management any circumstances that may lead to a potential or actual insurance errors and omissions claim, DOI (department of insurance) or related complaints. (0-5%)
  5. Remain current on industry trends and specific carrier underwriting requirements. Follow all company procedures and processing guidelines. (0-5%)
  6. Ensure license remains current to include taking CEUs as needed in a timely manner. (0-5%)
  7. Perform any additional responsibilities as requested or assigned. (0-5%)

Performance Expectations
  • Meet all performance and behavior expectations outlined in the company performance appraisal form or communicated by management.
  • Perform responsibilities as directed achieving desired results within expected time frames and with a high degree of quality and professionalism.
  • Establish and maintain positive and productive work relationships with all staff, customers and business partners.
  • Demonstrate the behavioral and technical competencies necessary to effectively complete job responsibilities. Take personal initiative for technical and professional development.
  • Follow the company HR Policy, the Code of Business Conduct and all subsidiary and department policies and procedures, including protecting confidential company information, attending work punctually and regularly, and following good safety practices in all activities.

Qualifications
Education:
  • Associate's degree or equivalent work experience and knowledge; bachelor's degree preferred.

Experience:
  • Two years' successful personal lines insurance sales experience.

Knowledge and Skills:
  • Excellent sales and marketing skills.
  • Working knowledge of insurance agency operations, coverages, rates, markets and applicable insurance laws/codes.
  • Working knowledge of risk assessment and risk management techniques.
  • Excellent analytical, problem-solving and decision-making skills.
  • Excellent oral, written and interpersonal skills.
  • Excellent automation, time management, and organizational skills.
  • Knowledge of real estate, title, and/or mortgage businesses preferred.
  • Appropriate state agent/broker personal lines insurance license.

Language for all company's posting Onsite/ or without pay transparency policy:
We offer a full suite of benefits including Medical, Health Savings Account, Dental, Vision, Life Insurance, Paid Vacation (PTO), 401(k) with employer match, Flexible Spending Account, and Employee Assistance Program (EAP)
Equal Opportunity Employer
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.

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