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Insurance Office Professional
1 month ago
SummaryRitter 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 DescriptionPosition Roles/Responsibilities/AccountabilitiesHandles incoming telephone calls responds to requests for informationResearches inquiries regarding client accountsProvides fund values and answers other fixed insurance and fixed annuity related questionsPerforms routine administrative duties such as maintaining office supplies and processing mailPrepares/coordinates the preparation of routine correspondence, reports, and special projectsSupports projects, administration of various programs, and processing functions as neededDrives client facing activities in the practice by scheduling meetings with clients on behalf of the practice's Financial AdvisorsUpdates the contact management system with client contact and preference informationAssists Financial Advisors in the preparation for and follow up from client meetingsCollaborates with Financial Advisors to assist clients 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 needs Position QualificationsPrevious administrative/secretarial experience desiredMust be insurance licensed/appointed in all states in which they are performing activities requiring licensingDemonstrated 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 our products, services, and Thrivent FinancialCompetenciesPlanning/OrganizingClient FocusCommunicationInterpersonal SkillsTeamwork and CollaborationAdaptability/FlexibilityExternal/Internal DependenciesMust be able to work with all roles of the Must be able to represent the organization in work with external clientsMust be able to cultivate and maintain relationships with outside organizationsCompliance 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.
