Insurance Office Professional - Thrivent Financial for Lutherans : Job Details

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 natureSupports 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 practices 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. Pa...Insurance, Office, Financial Advisor, Professional, Business Services