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Insurance Licensed Client Service Administrator

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Oshkosh, United States Thrivent Financial Full time

SummaryThis position provides insurance licensed administrative support to Apex Financial 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 Insurance Licensed Client Services Representative reports to and is employed by Psalm 121 LLC.To be considered for this position you must reside in the northern WI area. This is a remote position. Compensation for this position is $20-21/hr dependent upon licensing and experience. Position includes (after sixty-day probationary period): 80 hours of PTO 9 paid holidays plus 2 floating holidays401K with a 3% non-electiveJob DescriptionPosition Roles/Responsibilities/AccountabilitiesHandles incoming telephone calls to Apex Financial Group and responds to requests for informationResearches inquiries regarding member/customer accountsProvides fund values and answers other fixed insurance and fixed annuity related questionsPerforms routine administrative dutiesPrepares or coordinates the preparation of routine correspondence, reports, and special projects typically of a routine natureSupports projects, administration of various programs, and processing functions as neededDrives customer/member facing activities in the practice by scheduling meetings with customer/members on behalf of the practice's Financial AdvisorsUpdates the contact management system with customer/member contact and preference informationAssists Financial Advisors in the preparation for and follow up from customer/member meetingsCollaborates with Financial Advisors to assist customers/members with fixed insurance and fixed annuity product changesCase prep, new account support, and account maintenanceExplains, 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 needsPosition 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 Apex Financial Group, our products and services, and Thrivent FinancialCompetenciesPlanning/OrganizingCustomer FocusCommunicationInterpersonal SkillsTeamwork and CollaborationAdaptability/FlexibilityExternal/Internal DependenciesMust be able to work with all roles of the Apex Financial GroupMust be able to represent the organization in work with external clientsMust be able to cultivate and maintain relationships with outside organizationsAs part of Apex Financial 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.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.