Licensed Client Service Administrator
Licensed Client Service Administrator
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Job Description
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 information
- Researches inquiries regarding member/customer accounts
- Provides fund values and answers other fixed insurance and fixed annuity related questions
- Performs routine administrative duties such as maintaining office supplies and processing mail
- Prepares or coordinates the preparation of routine correspondence reports and special projects typically of a routine nature
- Supports projects administration of various programs and processing functions as needed
- Drives customer/member facing activities in the practice by scheduling meetings with customer/members on behalf of the practices Financial Advisors
- Updates the contact management system with customer/member contact and preference information
- Assists Financial Advisors in the preparation for and follow up from customer/member meetings
- Collaborates with Financial Advisors to assist customers/members with fixed insurance and fixed annuity product changes
- Participates and drives marketing services including direct-mail fraternal activities seminars meetings
- Explains discusses or interprets fixed insurance or fixed annuity contracts
- Communicates with customer whether requested coverage is or will be bound or issued
- Issues certificates of insurance endorsements binders commitments or insurance contracts
- Additional responsibilities may be assigned in accordance with licensure and business needs
- Manually 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 desired
- Must be insurance licensed/appointed in all states in which they are performing activities requiring licensing.
- Demonstrated customer service orientation/experience 2 years preferred
- Strong technical computer aptitude and knowledge of business tools (e.g. Microsoft Word Excel PowerPoint) or ability to learn
- Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
- Ability to maintain integrity of sensitive/confidential information
- Basic understanding of East-Central Illinois Group our products and services and Thrivent Financial
Competencies
- Planning/Organizing
- Customer Focus
- Communication
- Interpersonal Skills
- Teamwork and Collaboration
- Adaptability/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 clients
- Must be able to cultivate and maintain relationships with outside organizations
As part of East-Central Illinois Groups recruiting/hiring/contracting process a verification of a candidates 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 firms Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.
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
