Insurance Associate: Advisor Support & Client Engagement

Thrivent Financial; Madison (WI); On-site; USD 32,000 - 40,000; Full time

Job summary

Thrivent Financial seeks an Insurance Associate to provide licensed support to Wisconsin Heartland Associates, assisting Financial Advisors on fixed life, annuities, and health insurance. You will help prepare cases, gather member information, and facilitate seminars to acquire and retain members.

You’ll handle confidential data, maintain compliance with licensure, and collaborate on marketing efforts. The role emphasizes customer service, multi-tasking, and accuracy in client interactions.

Qualifications

• Previous administrative/secretarial experience desired.
• Must be insurance licensed/appointed in all states in which the candidate would be doing support work for Wisconsin Heartland Associates.
• Must be willing to complete appropriate state training in order to sell Long Term Care if this is determined to be a part of the position or support needs of the sponsoring Financial Advisor.
• Demonstrated customer service orientation/experience, 2+ years preferred
• 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 Wisconsin Heartland Associates, our products and services, and Thrivent Financial

Responsibilities

• Handle sensitive communications with members, which may include highly confidential information and effectively respond through verbal and written communications to ensure a high level of customer satisfaction
• Facilitate and/or co-present insurance product specific seminars and/or workshops as necessary
• Participate in business planning for the practice as needed
• Counsel and advise prospective and current members on particular insurance products and policies for purchase
• Open and complete insurance product applications
• Obtain member financial information for the sale of fixed insurance, fixed annuity and health products
• Explain, discuss or interpret insurance coverage; analyze exposures or policies; provide recommendations
• Issue certificates of insurance, endorsements, binders, commitments, or insurance contracts
• Assist Financial Advisors in the preparation and follow up for the client/member meetings
• Collaborate with Financial Advisors to assist members with fixed insurance, fixed annuity or health product changes
• Participate and drive marketing services including direct-mail, fraternal activities, seminars, meetings
• Additional responsibilities may be assigned in accordance with licensure and business needs

Skills

Customer service

Communication

Privacy & confidentiality

Adaptability

Organizational skills

Education

Insurance licensure

Licensure in multiple states

Job description

Thrivent Financial seeks an Insurance Associate to provide licensed support to Wisconsin Heartland Associates, assisting Financial Advisors on fixed life, annuities, and health insurance. You will help prepare cases, gather member information, and facilitate seminars to acquire and retain members.

You’ll handle confidential data, maintain compliance with licensure, and collaborate on marketing efforts. The role emphasizes customer service, multi-tasking, and accuracy in client interactions.