Operations Case Manager

Job not on LinkedIn

🔥 0 minutes 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

🛡️ Insurance

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

• Support Thrivent 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 • Serve as a key point of contact for designated Thrivent Advisor Groups • Set expectations, provide just-in-time training, and champion key issues • Cultivate business relationships with field staff and Operations teams • Handle phone calls, emails, and Teams messages from field staff • Manage each application’s lifecycle to service standards, prioritizing workload with little direction • Handle sensitive communications, confidential information, and complaints • Review applications and documentation to ensure they are in good order before submission • Follow up on missing or incomplete information • Provide updates on critical cases to team members, field staff, corporate, field, and executive leaders • Share service and process improvement ideas • Answer questions regarding new business, contract changes, and underwriting; provide guidance and resolve problems • Exercise independent judgment and problem-solving across cases of varying complexity • Influence others without authority to complete actions affecting case placement and client/advisor experience • Model Thrivent’s leadership competencies: Model the Way, Rally the Team, and Deliver Outcomes

🎯 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 • 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 • Ability to create and maintain strong and effective business relationships • 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 • Ability to influence without authority, partner with others, and drive results with little direction • Ability and willingness to take ownership for cases and act with high accountability • Ability to work Monday-Friday, 8:30am-5pm CT

🏖️ Benefits

• Various bonuses, including 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