Skip to main content

Annuity New Business Support Rep - Onsite

    • Appleton, Wisconsin
  • Operations
Apply Now
Share

Description

This Annuity New Business Support Rep is responsible for analyzing, researching, and gathering the necessary information to process IGO (In Good Order) cases, as well as handling NIGO (Not In Good Order) cases of basic complexity. The role involves serving Thrivent’s internal and external customers through telephone and written communications, delivering excellent customer service. Additionally, as a team member, this position actively collaborates with colleagues to meet established service and quality standards and identifies trends for process improvements.

DUTIES & RESPONSIBILITIES:

  • Manage and analyze core and complex cases for IGO, while interacting with internal and external customers for resolution and maintain compliance with internal process and state and federal regulatory standards. 
  • Prioritize, balance and work a caseload of requests that require additional paperwork, follow-up and special consideration, utilizing various workflow, administrative, and LOB (Line of Business) systems. 
  • Collaborate with internal business partners/units to assist in resolving NIGO requests.   
  • Handles sensitive communications with customers, financial associates, and external companies which may include highly confidential information.   
  • Resolves inquiries from internal contacts in a prompt, efficient manner, giving correct thorough responses to needs and requests. 
  • Documents calls, written communications, etc. made in an attempt to gather, or upon gathering the missing information needed to process the paperwork.  

QUALIFICATIONS & SKILLS:


Required: 

  • Associate degree or one to two years prior customer service or financial service industry experience preferred.  
  • Must possess strong interpersonal, verbal, and written communications skills. 
  • Works independently and prioritizes work with general supervision. 
  • Demonstrates strong attention to detail to ensure accuracy of case/application issuance. 
  • Ability to analyze problems and provide solutions to meet the customers’ needs.   
  • Ability to demonstrate flexibility and resiliency throughout the day. 
  • Strong technical aptitude.  
  • Ability to demonstrate a strong learning agility and learn multiple product lines and systems. 
  • This is an onsite position.

​

Preferred:   

  • Bachelor’s Degree 
  • Knowledge in Life, Health, and Annuity products 

Schedule: Monday-Friday 7:30am-4:00pm


Pay Transparency


 

Thrivent’s long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $20.79 - $28.12 per hour, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important.


 

Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits.


 

The following benefits may be offered: 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, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent’s plans/policies are subject to change at any time at Thrivent’s discretion.


 

Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.

Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to [email protected] or call 800-847-4836 and request Human Resources.

Apply

Annuity New Business Support Rep - Onsite

Share