Operations Case Manager

Job not on LinkedIn

🔥 18 hours ago

🇺🇸 United States – Remote

💵 $21 - $29 / hour

⏰ Full Time

🟢 Junior

🟡 Mid-level

⚙️ Operations

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Thrivent

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 1922

🏦 Banking

💸 Finance

Banking • Finance • Insurance

Thrivent is a holistic financial services organization that provides advice, investments, insurance, banking, and generosity programs. With a mission to reimagine financial services, Thrivent helps individuals and communities thrive by viewing money as a tool rather than a goal. Serving over 2 million clients, Thrivent is dedicated to helping them build their financial futures while living meaningful lives. The company is committed to diversity, equity, and inclusion, and it provides competitive compensation, professional growth opportunities, and programs to amplify generosity and impact. As a recognized leader in ethical financial practices, Thrivent has been named one of the "World's Most Ethical Companies" by the Ethisphere Institute and is included in Forbes' list of America's Best Insurance Companies.

📋 Description

• Provide support to Thrivent’s field staff by demonstrating leadership and ownership of Life and Health new business cases • Maximize the number of cases issued while providing an advisor and client-centric experience • Set expectations appropriately, provide just-in-time training, and champion key issues using strong communication skills • Cultivate business relationships with field staff, as well as teams across Operations • Manage the life cycle of each application to service standards • Handle sensitive communications and educate 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 • Actively share service and process improvement ideas

🎯 Requirements

• 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

🏖️ Benefits

• 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