Thrivent
Summary
This position provides administrative support to Endeavor. This role is critical to our member experience and requires a friendly, upbeat demeanor. The incumbent 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, and other administrative tasks as assigned.
This is an in‑office position located in Van Wert, OH. Compensation is $18–21/hr. dependent upon experience. Benefits include holiday pay, Simple IRA, and PTO. PTO is available after a 90‑day probationary period. There is an immediate growth track to acquire insurance licensing.
Position Roles/Responsibilities/Accountabilities
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 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>
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
Position Qualifications
Previous administrative/secretarial experience desired
Must be willing to acquire insurance licensing immediately
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
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 practice
Must be able to represent the organization in work with external clients
Must be able to cultivate and maintain relationships with outside organizations
Background Check As part of Endeavor 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.
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This is an in‑office position located in Van Wert, OH. Compensation is $18–21/hr. dependent upon experience. Benefits include holiday pay, Simple IRA, and PTO. PTO is available after a 90‑day probationary period. There is an immediate growth track to acquire insurance licensing.
Position Roles/Responsibilities/Accountabilities
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 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>
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
Position Qualifications
Previous administrative/secretarial experience desired
Must be willing to acquire insurance licensing immediately
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
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 practice
Must be able to represent the organization in work with external clients
Must be able to cultivate and maintain relationships with outside organizations
Background Check As part of Endeavor 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.
#J-18808-Ljbffr