Insurance Office Professional

4 weeks ago

Reynoldsburg, United States Thrivent Financial Full time
Summary

Ritter Financial Group is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our clients achieve multiple financial goals. Ritter Financial Group helps our clients analyze their current situation, develop in-depth financial programs, and help them implement an integrated financial strategy.

Thrivent Financial is a faith-based, not-for-profit financial services organization with approximately 2.6 million clients. As the nation's largest fraternal benefit society, we're here solely to help others. We help every day through the financial solutions we offer, the client activities we support, and the resources we provide to the Christian community and nonprofit organizations.

Position summary:
This position provides licensed administrative support to Ritter Financial Group. This position serves as a resource to Financial Advisors and clients 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 clients, 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 Insurance Office Professional reports to and is employed by Ritter Financial Group.

This position will be out of Reynoldsburg, OH. Hours are 30-40 hours a week and will be a set schedule once hours are agreed upon. Compensation for this position is $22/hr. Opportunities for growth available.

Job Description

Position Roles/Responsibilities/Accountabilities
  • Handles incoming telephone calls responds to requests for information
  • Researches inquiries regarding client 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/coordinates the preparation of routine correspondence, reports, and special projects
  • Supports projects, administration of various programs, and processing functions as needed
  • Drives client facing activities in the practice by scheduling meetings with clients on behalf of the practice's Financial Advisors
  • Updates the contact management system with client contact and preference information
  • Assists Financial Advisors in the preparation for and follow up from client meetings
  • Collaborates with Financial Advisors to assist clients 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
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 our products, services, and Thrivent Financial
Competencies
  • Planning/Organizing
  • Client Focus
  • Communication
  • Interpersonal Skills
  • Teamwork and Collaboration
  • Adaptability/Flexibility
External/Internal Dependencies
  • Must be able to work with all roles of the
  • Must be able to represent the organization in work with external clients
  • Must be able to cultivate and maintain relationships with outside organizations


Compliance and Regulatory
As part of recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the hiring/contracting process. In addition, fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

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.

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