Service Representative, Payment and Inforce Funding (Remote)
Service Representative, Payment and Inforce Funding (Remote)
Posted on :
02-06-2025
Employer Active
1 Vacancy
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Job Description
This position is responsible for analyzing researching gathering required information to process IGO (In Good Order) cases and to process NIGO (Not In Good Order) cases with a basic level of complexity. This position will serve Thrivents internal and external customer contacts via the telephone and written communications and will deliver strong customer service. Additionally this position as a member of a team actively partners with the team on meeting established service and quality standards and identifies trends for process improvements.
Job Duties and Responsibilities
- Process cases utilizing various workflow administrative and LOB (Line of Business) systems accurately and cost-effectively and in compliance with internal service and state and federal regulatory standards.
- Analyze cases for IGO and determine level of complexity of the request. Determine if case should be routed/handed off to other business resource based upon the complexity of the request.
- Contact the appropriate resource to assist in resolving the request if NIGO. This would include contacting the member FA (Financial Associate) internal business units vendors or external business resources.
- Handles sensitive communications with customers and financial associates which may include highly confidential information or complaints.
- Resolves telephone and written inquiries from internal and external customer contacts in a prompt efficient manner giving correct thorough responses to needs and requests.
- Documents calls written communications etc. made in an attempt to gather or upon gathering the missing information needed to process the paperwork.
Required Job Qualifications
- High school required. College degree preferred.
- One to three years prior customer service or financial service industry experience preferred.
- Must possess solid interpersonal verbal and written communications skills.
- Proficiency in office computer software including e-mail word processing and spreadsheet programs required.
Other Critical Factors
- As part of Thrivent Financials hiring process a verification of a candidates background will be made to complete the hiring process. In addition fingerprints will be taken upon hiring for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.
Pay Transparency
Thrivent provides Equal Employment Opportunity (EEO) without regard to race religion color sex gender identity sexual orientation pregnancy national origin age disability marital status citizenship status military or veteran status genetic information or any other status protected by applicable local state or federal law. This policy applies to all employees and job applicants.
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 toor calland request Human Resources.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
Key Skills
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