Insurance Agency Operations Lead: Process & Revenue

Thrivent Financial For Lutherans; Seattle (WA); Vor Ort; USD 70.000 - 95.000; Vollzeit

Zusammenfassung

Thrivent Insurance Agency is seeking an Operations Specialist to manage production reporting and commission reconciliation, ensuring accurate agency revenue. The role serves as a field liaison across sales and service, driving efficiencies with Thrivent’s distribution channels.

You will collaborate with leaders to implement improvements, support carrier relationships, and handle non-routine escalated cases with timely resolution. Occasional travel is expected.

Qualifikationen

• Bachelor’s degree preferred, but equivalent work experience would be considered.
• Life/health insurance license or obtained within 90 days of hire.
• At least 5 years of production support, insurance agency operations, or business process analyst experience.
• Advanced knowledge of insurance agency operations and industry standards.
• Experience with brokerage general agency operations.
• Experience onboarding advisors.
• Demonstrated ability to improve processes and identify inefficiencies.
• Excellent interpersonal skills with advisors and internal teams.
• High attention to detail and accuracy.
• Ability to prioritize work and solve problems.
• Ability to work independently and in a team; travel occasionally.

Aufgaben

• Serves as primary contact for complex service-related issues.
• Problem solve a variety of issues with minimal direction, including in-force service issues.
• Assist with resolution of escalated cases and support training.
• Research and develop recommendations for best practices and SOPs.
• Implement and administer business processes, policies, and procedures.
• Maintain and optimize workflow, agency management, or related systems.
• Test new tools prior to implementation and ensure quality standards.
• Collaborate with partners to identify process improvements.
• Manage commission schedule setup and updates; reconcile expected vs actual revenues.
• Prepare daily and monthly production reports for leadership.

Kenntnisse

Production support

Insurance operations

Process improvement

Analytical skills

Onboarding advisors

Cross-functional collaboration

Attention to detail

Independent work

Teamwork

Travel readiness

Ausbildung

Bachelor's degree or equivalent experience

Jobbeschreibung

Thrivent Insurance Agency is seeking an Operations Specialist to manage production reporting and commission reconciliation, ensuring accurate agency revenue. The role serves as a field liaison across sales and service, driving efficiencies with Thrivent’s distribution channels.

You will collaborate with leaders to implement improvements, support carrier relationships, and handle non-routine escalated cases with timely resolution. Occasional travel is expected.