Insurance Office Professional
Summary Jonathan Leonard is an independent financial services advisor of Thrivent Financial.
We take a broad-based approach to helping our members achieve multiple financial goals.
Jonathan Leonard helps our members analyze their current situation, develop in-depth financial programs, and help them implement an integrated financial strategy.
Thrivent Financial is a faith-based, not-for-profit financial services organization with approximately 2.
6 million members.
As the nation's largest fraternal benefit society, we're here solely to help others.
We help every day through the financial solutions we offer, the member activities we support, and the resources we provide to the Christian community and nonprofit organizations.
Position
Summary:
This position provides insurance licensed administrative support to Jonathan Leonard.
This position serves as a resource to Financial Advisors and client/members in handling, researching and communicating inquiries regarding their customer accounts and insurance needs and 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, supporting insurance related tasks, and other administrative tasks as assigned.
The Insurance Office Professional reports to and is employed by Jonathan Leonard.
Compensation is $24-26/hr.
Wisconsin Life and Health insurance licensed required for this position.
Job Description 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 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, 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 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 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 team Must be able to represent the organization in work with external clients Must be able to cultivate and maintain relationships with outside organizations As part of Jonathan Leonard'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 Recommended Skills Adaptability Administration Business Requirements Communication Confidentiality Contact Management Systems Apply to this job.
Think you're the perfect candidate? Apply on company site $('.
external-apply-email-saved').
on('click', function (event) window.
ExternalApply = window.
open('/interstitial?jobdid=j3s6j271mjfngckxc5q', 'ExternalApply-j3s6j271mjfngckxc5q'); ); Estimated Salary: $20 to $28 per hour based on qualifications.
We take a broad-based approach to helping our members achieve multiple financial goals.
Jonathan Leonard helps our members analyze their current situation, develop in-depth financial programs, and help them implement an integrated financial strategy.
Thrivent Financial is a faith-based, not-for-profit financial services organization with approximately 2.
6 million members.
As the nation's largest fraternal benefit society, we're here solely to help others.
We help every day through the financial solutions we offer, the member activities we support, and the resources we provide to the Christian community and nonprofit organizations.
Position
Summary:
This position provides insurance licensed administrative support to Jonathan Leonard.
This position serves as a resource to Financial Advisors and client/members in handling, researching and communicating inquiries regarding their customer accounts and insurance needs and 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, supporting insurance related tasks, and other administrative tasks as assigned.
The Insurance Office Professional reports to and is employed by Jonathan Leonard.
Compensation is $24-26/hr.
Wisconsin Life and Health insurance licensed required for this position.
Job Description 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 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, 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 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 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 team Must be able to represent the organization in work with external clients Must be able to cultivate and maintain relationships with outside organizations As part of Jonathan Leonard'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 Recommended Skills Adaptability Administration Business Requirements Communication Confidentiality Contact Management Systems Apply to this job.
Think you're the perfect candidate? Apply on company site $('.
external-apply-email-saved').
on('click', function (event) window.
ExternalApply = window.
open('/interstitial?jobdid=j3s6j271mjfngckxc5q', 'ExternalApply-j3s6j271mjfngckxc5q'); ); Estimated Salary: $20 to $28 per hour based on qualifications.
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