Licensed Client Service Administrator

Licensed Client Service Administrator

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 practice's 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 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.

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 to human.resources@thrivent.com or call 800-847-4836 and request Human Resources.