Position summary:
This position provides insurance licensed administrative support to East-Central Illinois Group. This position serves as a resource to Financial Advisors and client/members in handling, researching and communicating inquiries regarding their customer accounts and insurance needs and supports the daily operations of the practice, including, but not limited to: answering the phones, meeting/greeting members, handling/distributing postal mail and practice email, ordering supplies, utilizing Thrivent Financial computer systems and programs in support of client relations, supporting insurance related tasks, and other administrative tasks as assigned. The Licensed Client Service Administrator reports to and is employed by East-Central Illinois Group.

This role is in office out of Campaign, IL. Compensation is between $20-22/hr. depending on experience. Holiday PTO available to start.

         

          

Position Roles/Responsibilities/Accountabilities

Handles incoming telephone calls to East-Central Illinois Group. and responds to requests for informationResearches inquiries regarding member/customer accountsProvides fund values and answers other fixed insurance and fixed annuity related questionsPerforms routine administrative duties such as maintaining office supplies and processing mailPrepares or coordinates the preparation of routine correspondence, reports, and special projects typically of a routine natureSupports projects, administration of various programs, and processing functions as neededDrives customer/member facing activities in the practice by scheduling meetings with customer/members on behalf of the practice’s Financial AdvisorsUpdates the contact management system with customer/member contact and preference informationAssists Financial Advisors in the preparation for and follow up from customer/member meetingsCollaborates with Financial Advisors to assist customers/members with fixed insurance and fixed annuity product changesParticipates and drives marketing services including direct-mail, fraternal activities, seminars, meetingsExplains, discusses or interprets fixed insurance or fixed annuity contractsCommunicates with customer whether requested coverage is or will be bound or issuedIssues certificates of insurance, endorsements, binders, commitments, or insurance contractsAdditional responsibilities may be assigned in accordance with licensure and business needsManually enter information provided by the FA into electronic application systems and email, lock sign or submit.Note CANNOT be listed as the servicing representative AND need to note their FA is selling agent within the rep questionnaire.

Position Qualifications

Previous administrative/secretarial experience desiredMust be insurance licensed/appointed in all states in which they are performing activities requiring licensing.Demonstrated customer service orientation/experience, 2+ years preferredStrong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) or ability to learnAbility to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptionsAbility to maintain integrity of sensitive/confidential informationBasic understanding of East-Central Illinois Group, our products and services, and Thrivent Financial

Competencies

Planning/OrganizingCustomer FocusCommunicationInterpersonal SkillsTeamwork and CollaborationAdaptability/Flexibility

External/Internal Dependencies

Must be able to work with all roles of the East-Central Illinois Group.Must be able to represent the organization in work with external clientsMust be able to cultivate and maintain relationships with outside organizations

As part of East-Central Illinois Group's recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

Determine the need for future access to Wealthscape.  All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firm’s Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.

              

Pay Transparency

 

 

 

 

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Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to human.resources@thrivent.com or call 800-847-4836 and request Human Resources.