ZipRecruiter

Log In

1

New Business Processor Jobs in Milwaukee, WI (NOW HIRING)

next page

Showing results 1-20

All JobsNew Business Processor JobsNew Business Processor Jobs in Milwaukee, WI

New Business Processor information

See Milwaukee, WI salary details

$8

$16

$25

How much do new business processor jobs pay per hour?

As of Aug 31, 2026, the average hourly pay for new business processor in Milwaukee, WI is $16.49, according to ZipRecruiter salary data. Most workers in this role earn between $13.27 and $18.94 per hour, depending on experience, location, and employer.

What is a new business processor?

New Business Processors are professionals who handle the initial processing and setup of new client accounts, policies, or contracts within financial, insurance, or similar organizations. They review, verify, and enter client information, ensuring all documentation is complete and accurate before forwarding it for further approval or underwriting. Their work is crucial to maintaining efficient workflow, regulatory compliance, and positive client experiences during the onboarding process.

What skills and qualifications are needed to be a new business processor?

To thrive as a New Business Processor, you need strong organizational skills, attention to detail, and a foundational understanding of insurance or financial products, often supported by a high school diploma or relevant experience. Familiarity with customer relationship management (CRM) systems, document management software, and industry-specific platforms is typically required. Excellent communication, problem-solving abilities, and the capacity to manage time effectively are crucial soft skills. These skills ensure accurate processing of new business applications, minimize errors, and facilitate efficient client onboarding.

What are common challenges faced by new business processors during client onboarding?

New Business Processors often encounter challenges such as managing tight deadlines, ensuring that all client documentation is accurate and complete, and coordinating with multiple internal departments like underwriting and compliance. Navigating diverse client requirements and adapting to frequent policy or system updates can also be demanding. However, strong organizational skills, clear communication, and attention to detail are key to overcoming these obstacles and ensuring a smooth onboarding experience for new clients.

What is the difference between New Business Processor vs Customer Service Representative?

AspectNew Business ProcessorCustomer Service Representative
CredentialsBasic office skills, sometimes industry-specific certificationsSame as New Business Processor, often with customer service training
Work EnvironmentOffice setting, processing new client applicationsOffice or call center, handling customer inquiries
Employer & IndustryFinancial, insurance, banking sectorsRetail, telecom, banking sectors
Search & ComparisonOften compared for roles involving client onboardingMore focused on ongoing customer support

The main difference is that a New Business Processor primarily handles onboarding and processing new client applications, while a Customer Service Representative focuses on ongoing customer support and issue resolution. Both roles require strong communication skills and industry knowledge but serve different stages of the customer lifecycle.

What are popular job titles related to New Business Processor jobs in Milwaukee, WI?

For New Business Processor jobs in Milwaukee, WI, the most frequently searched job titles are:

What job categories do people searching New Business Processor jobs in Milwaukee, WI look for?

The top searched job categories for New Business Processor jobs in Milwaukee, WI are:

What cities near Milwaukee, WI are hiring for New Business Processor jobs?

Cities near Milwaukee, WI with the most New Business Processor job openings:

New Business Processor jobs near you
Infographic showing various New Business Processor job openings in Milwaukee, WI as of June 2026, with employment types broken down into 3% As Needed, 52% Full Time, 13% Part Time, 29% Contract, and 3% Nights. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $34,279 per year, or $16.5 per hour.

New Business Case Manager

Milwaukee, WI

Trusted Fraternal Life
See more jobs at Trusted Fraternal Lifeexternal

$37K - $56K/hr

Full-time

Medical, Life, Retirement

Posted 26 days ago

Job description

New Business Case Manager
The purpose of this position is to provide proactive support to Trusted Fraternal Life’s Sales professionals and the Underwriting team by acting as owners of Life and Annuity new business cases and striving to maximize the number of cases issued and placed.
This role requires a deep understanding of what Sales professionals need to be successful, in addition to a broad depth of new business and underwriting knowledge. Individuals in the role must have the ability to quickly understand and research unusual and complex questions with undefined parameters and produce accurate responses
WHAT YOU'LL DO:
As a New Business Case Manager, you will:
  • Manages the life cycle of each application working closely with the sales professionals and underwriters while demonstrating an ownership mentality
  • Displays critical thinking and proactive case management skills throughout the new business process
  • Engages in proactive communication to sales professionals regarding submitted applications as well as build rapport and loyalty through excellent support and guidance
  • Conducts professional and accurate telephone interviews with the applicants for completion of the medical Part II of the life application
  • Works with multiple cases at one time, prioritizes workload with direction and provides updates on key/critical cases
QUALIFICATIONS
  • Post-secondary degree or equivalent experience in related field
  • Excellent oral and written communication skills with high level of professionalism
  • Excellent decision-making skills with an eye towards finding “win-win” solutions
  • Self-starter with excellent teamwork skills and an innate sense of urgency
  • Proficient in Microsoft Office and the ability to learn proprietary software
  • Bilingual/Spanish Communication a plus
WHAT WE OFFER
  • A generous base salary plus short-term incentive bonus eligibility
  • 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.

Apply