Insurance Client Support Specialist
1 week ago
This role provides critical administrative support to Legacy West Financial Consultants, serving as a key resource for Financial Advisors and clients in handling inquiries and communicating about customer accounts and insurance needs.
The Insurance Office Professional plays a vital role in the daily operations of the practice, including answering phones, meeting with clients, handling mail and email, ordering supplies, and utilizing Thrivent Financial computer systems to support client relations.
This is a part-time position, 20-30 hours a week, with compensation ranging from $30-35/hour dependent on experience and licensure. The position can be fully in-office or hybrid.
Key Responsibilities:- Handles incoming telephone calls 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
- 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, and 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
- 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 and services, and Thrivent Financial
- Planning/Organizing
- Customer Focus
- Communication
- Interpersonal Skills
- Teamwork and Collaboration
- Adaptability/Flexibility
About Legacy West Financial Consultants:
Legacy West Financial Consultants is a part of Thrivent Financial, a Fortune 500 company that offers a full range of expert financial solutions. We serve more than 2 million customers, as well as the communities in which they live and work.
About Thrivent Financial:
Thrivent Financial is a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow.
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