Operations Case Manager

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🕒 Ontem

🇺🇸 Estados Unidos – Remoto (EUA)

💵 $21 - $29 / hora

⏰ Tempo Integral

🟢 Júnior

🟡 Pleno

⚙️ Operações

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Thrivent

SiteLinkedInTodas as Vagas

5001 - 10000 funcionários

Fundada em 1922

🏦 Bancário

💸 Finanças

Banking • Finance • Insurance

A Thrivent é uma organização de serviços financeiros holísticos que fornece consultoria, investimentos, seguros, serviços bancários e programas de generosidade. Com a missão de reinventar os serviços financeiros, a Thrivent ajuda indivíduos e comunidades a prosperarem, encarando o dinheiro como uma ferramenta e não como um objetivo. Atendendo a mais de 2 milhões de clientes, a Thrivent se dedica a ajudá-los a construir seu futuro financeiro enquanto vivem vidas significativas. A empresa está comprometida com a diversidade, equidade e inclusão, proporcionando remuneração competitiva, oportunidades de crescimento profissional e programas para amplificar a generosidade e o impacto. Como líder reconhecida em práticas financeiras éticas, a Thrivent foi nomeada uma das "Empresas Mais Éticas do Mundo" pelo Instituto Ethisphere e está incluída na lista da Forbes das Melhores Seguradoras da América.

Descrição

• Serve as a key dedicated point of contact for communication regarding Life and Health applications, requiring a subject matter expertise in both product lines. • Handle phone calls, emails, and Teams messages from field staff while taking accountability for case handling in terms of accuracy, priority and timeliness. • Manage the life cycle of each application to service standards, prioritizing workload with little direction. • Handles sensitive communications, which may include highly confidential information or complaints, often educating the recipient on products and/or regulatory requirements. • Review documentation and applications to ensure “in good order” prior to submission. • Manage case follow-up for missing/incomplete information. • Provide regular updates on critical cases to various audiences, including team members, field staff, as well as corporate, field, and executive leaders. • Actively share service and process improvement ideas, contributing to a culture of continuous improvement with a focus on putting the client and advisor experience at the center of all we do. • Model Thrivent’s leadership competencies – Model the Way, Rally the Team, and Deliver Outcomes. • Serve as a dedicated point of contact for assigned field staff, answering questions regarding new business, contract changes, and underwriting, providing guidance, and resolving problems. • The CM is responsible and accountable for response to the field staff both in terms of accuracy and timeliness. • This position will encounter cases of varying complexity across several product lines in the New Business and Underwriting department. • Individuals in this role must possess a strong ability to work without close supervision and be able to exercise independent judgment and problem-solving. Decisions can have a long-term impact to clients, advisors and Thrivent’s reputation as potential exists for negative financial impacts if not properly executed. • Directly influence others without authority to complete the necessary actions that can ultimately impact the placement of the case, as well as the client and advisor experience.

🎯 Requisitos

• College Degree or equivalent work experience • 2+ years of experience within the financial services industry with prior life and health insurance, sales, and/or customer service is preferred • A strong performance history with a history of success • Excellent oral and written communication skills with a high level of professionalism • Effective interpersonal, analytical and negotiation abilities required • Ability to create and maintain strong and effective business relationships while interacting effectively with a wide variety of internal and external parties • Demonstrated ability to quickly identify issues and use solid problem-solving skills to resolve and/or prevent escalated cases • Strong organization and prioritization skills with little direction • Ability to quickly adapt to a changing and dynamic environment with flexibility in periods of high demand in a fluctuating business • Ability to influence without authority, partner with others in and out of the department, and drive results with little direction • Ability and willingness to take ownership for cases and act with high accountability

🏖️ Benefícios

• various bonuses (including, for example, annual or long-term incentives) • medical, dental, and vision insurance • health savings account • flexible spending account • 401k • pension • life and accidental death and dismemberment insurance • disability insurance • supplemental protection insurance • 20 days of Paid Time Off each year • Sick and Safe Time • 10 paid company holidays • Volunteer Time Off • paid parental leave • EAP • well-being benefits • other employee benefits