1035 Exchange Analyst


Admin and Secretarial

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Salary Range

Based on Experience

No. of Openings


Branch Information

Kenosha, WI - (USA) 7519 60th Avenue Suite 120 WI Kenosha , WI 53142 Phone : 262-694-2759



Job Description

Our client in Franklin, WI is seeking a 1035 Exchange Analyst to join their team. 


Job Title: 1035 Exchange Analyst

Location: Franklin, WI

Pay Range: $21-23/hr


What’s the Job?

  • Making outbound calls to insurance companies for follow-up on cost basis information and the status of the incoming exchange funds
  • Responsible for accurate and timely administration of proceeds upon receipt using a wide variety of computer applications (i.e. SAMS, ISA, NBS CHNG, Workbench, UPAP)
  • Identifies cases that require additional underwriter/coordinator involvement and coordinates completion of the exchange
  • Prepares amendments to reflect specific contract changes according to the 1035 exchange (i.e. policy dates, amounts on nonprepaid cases)
  • Responsible for safeguarding sensitive policyowner information and maintaining confidentiality


What’s Needed?

  • Exceptional customer service and organizational skills.
  • Demonstrated computer experience with solid keyboarding skills and proficiency with current software packages
  • Minimum 2 years of strong working knowledge in all areas of Insurance Operations
  • The ability to work independently as well as with a team to accomplish goals
  • Professional communication (written and oral)


What’s in it for me?

  • Clean, safe work environment
  • Free lunch on in-office days
  • Free parking
  • Mon - Fri, 8am - 4:30pm
  • Paid training


If this is a role that interests you and you’d like to learn more, click apply now and a recruiter will be in touch with you to discuss this great opportunity. We look forward to speaking with you!


About ManpowerGroup, Parent Company of:  Manpower, Experis, Talent Solutions, and Jefferson Wells

ManpowerGroup® (NYSE: MAN), the leading global workforce solutions company, helps organizations transform in a fast-changing world of work by sourcing, assessing, developing, and managing the talent that enables them to win. We develop innovative solutions for hundreds of thousands of organizations every year, providing them with skilled talent while finding meaningful, sustainable employment for millions of people across a wide range of industries and skills. Our expert family of brands – Manpower, Experis, Talent Solutions, and Jefferson Wells – creates substantial value for candidates and clients across more than 75 countries and territories and has done so for over 70 years. We are recognized consistently for our diversity - as a best place to work for Women, Inclusion, Equality and Disability and in 2022 ManpowerGroup was named one of the World's Most Ethical Companies for the 13th year - all confirming our position as the brand of choice for in-demand talent.