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Insurance Operations Jobs in Wisconsin (NOW HIRING)

Novidea

SDR

Milwaukee, WI · On-site +1

Our technology enables insurance organisations to manage the entire policy lifecycle, drive operational efficiency, and gain deeper insights into their business. Job Title Sales Development ...

West Bend Insurance Company

Senior Actuary

West Bend, WI

$139K - $174K/yr

Strong understanding of insurance operations, including claims and underwriting dynamics * Ability to translate technical analysis into clear, business-relevant recommendations * Proven ability to ...

West Bend Insurance Company

Senior Actuary

West Bend, WI · On-site

$139K - $174K/yr

Strong understanding of insurance operations, including claims and underwriting dynamics * Ability to translate technical analysis into clear, business-relevant recommendations * Proven ability to ...

Old Republic Risk Management

Staff Accountant

Brookfield, WI · Hybrid

$52K - $68K/yr

Professional office experience in accounting, finance, banking, insurance, operations, or similar analytical environments * Strong analytical and problem-solving abilities * Excellent attention to ...

Old Republic Risk Management

Staff Accountant

Brookfield, WI · On-site

$52K - $68K/yr

Professional office experience in accounting, finance, banking, insurance, operations, or similar analytical environments * Strong analytical and problem-solving abilities * Excellent attention to ...

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Insurance Operations information

What are the key skills and qualifications needed to thrive in the Insurance Operations position, and why are they important?

To excel in Insurance Operations, you typically need a background in insurance processes, strong analytical abilities, and attention to detail, often supported by a relevant degree or industry certifications such as AINS or CPCU. Familiarity with insurance management systems, claims processing software, and regulatory compliance tools is important. Excellent communication, organizational, and problem-solving skills help individuals collaborate across departments and handle complex tasks. These competencies ensure seamless policy administration, regulatory adherence, and effective service delivery in a dynamic insurance environment.

What are the main responsibilities and daily tasks of someone working in Insurance Operations?

Professionals in Insurance Operations are responsible for overseeing policy administration, managing claims processing, ensuring regulatory compliance, and coordinating workflow between underwriters, agents, and clients. Daily tasks can include reviewing insurance applications, updating policy information, reconciling data, generating reports, and resolving operational issues. The role often involves cross-department collaboration to streamline procedures and improve customer service standards. If you enjoy working in a process-driven environment and contributing to team efficiency, Insurance Operations offers a dynamic and rewarding career path.

What is an Insurance Operations job?

An Insurance Operations job involves managing and optimizing the processes that support an insurance company's daily functions. This includes underwriting, claims processing, policy administration, compliance, and customer service. Professionals in this role ensure efficiency, accuracy, and regulatory adherence in handling policies and claims. They may also work on process improvements, technology integration, and risk management to enhance operational performance. Strong analytical, problem-solving, and communication skills are essential for success in this field.

What are the most commonly searched types of Insurance Operations jobs in Wisconsin? The most popular types of Insurance Operations jobs in Wisconsin are:
What are popular job titles related to Insurance Operations jobs in Wisconsin? For Insurance Operations jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Insurance Operations jobs in Wisconsin look for? The top searched job categories for Insurance Operations jobs in Wisconsin are:
What cities in Wisconsin are hiring for Insurance Operations jobs? Cities in Wisconsin with the most Insurance Operations job openings:
Insurance Operations jobs near you
Infographic showing various Insurance Operations job openings in Wisconsin as of July 2026, with employment types broken down into 100% Full Time. Highlights an 83% In-person, and 17% Hybrid job distribution.

Bilingual Member Services Representative

Trusted Fraternal Life

Milwaukee, WI

Full-time

Medical, Life, Retirement

Re-posted 7 days ago

Job description

Member Services Representative
Trusted Fraternal Life (TFL) has an exciting opportunity available for a Member Service Representative to join our team! The individual will be part of our Member Services Department, which is within the Insurance Operations of TFL Arden Hills, MN Office. Opportunities within Insurance Operations may arise, which would be dependent on the demands of TFL. They will report to the Member Services Director. This is an important position with high visibility to Members and Advisors. The ideal candidate must have a passion to provide superior customer service to TFL Members, Advisors, and home office associates.
WHAT YOU’LL DO
As a Member Services Representative, you will:
  • Active participation in our main call center queue - directing and handling calls as appropriate.
  • Handling member inquiries which involve transaction processing or inquiries.
  • Spanish as a second language is preferred.
  • Generating correspondence and forms when applicable.
  • Proactively resolving claims issues and ensuring action steps are communicated with Members and field force.
  • Reviewing generated reports and completing necessary processing.
  • Completing various projects assigned.
  • Active communication with Members, Advisors, and other home office associates regarding status of Member Services.
  • Provide proactive support and input into the re-engineering/transformation of operational processes within Member Services and Operations to help facilitate company growth, improve organizational efficiency, and reduce turnaround time.
QUALIFICATIONS
  • Post-Secondary Degree or equivalent experience in life insurance or customer service.
  • Must be bilingual (Spanish/English)
  • A proven track record of high performance.
  • Excellent communication skills that can be dynamically adjusted to different situations and audiences.
  • A desire to set high expectations for yourself and then strive to exceed those expectations.
  • Ability to thrive in a fast-paced environment
  • Proven ability to improve processes that you are responsible for
Successful candidates will be organized, detail-oriented and able to work independently. Individuals must be able to influence other associates at all organizational levels.
Candidates must be skilled in effectively prioritizing work based on a balanced assessment of impact, urgency, and priority to maximize efficiency while minimizing risk. Excellent communication skills are required with the ability to work well in a team environment.
WHAT WE OFFER
  • Access to a full Group Benefits Package including health, life and disability insurance plus a 401(k) plan
  • Free parking in our Home Office structure
  • Wellness subsidy program
  • Ability to work remote on Friday
  • Year-round “Summer Fridays” with the Friday workday ending at 1:30 p.m.
About Trusted Fraternal Life
Trusted Fraternal Life’s purpose is to serve communities, provide financial security, and enhance quality of Life. Its vision is to be the innovative leader in fraternal partnerships and consolidation, while growing existing business, and engaging more people to enjoy financially secure, purposeful lives. Created in March 2024 by Trusted Fraternal Life, Trusted Fraternal Life is committed to building the NextGen fraternal benefit society. The organization’s financial strength rating was upgraded to an A with a stable outlook in 2024 by the Kroll Bond Rating Agency and it has been recognized as a Top Workplace eleven years in a row. The Trusted Fraternal Life family of brands includes Catholic Financial Life, Degree of Honor, Woman’s Life and Catholic United Financial.
Our Mission...
Trusted Fraternal Life's purpose is to facilitate consolidation in the fraternal sector, while preserving unique identities and traditions, and achieving the necessary scale to be relevant, to compete, and to grow.
Our vision is to be an innovative leader in fraternal partnerships, while growing our existing business and engaging more people to enjoy financially secure, purposeful lives.
Trusted Fraternal Life serves as the cornerstone to a family of fraternal brands. We celebrate the unique missions and traditions that each brand brings to the family, while providing financial strength, advanced technology, and additional products to the brands of Trusted Fraternal Life.

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