Insurance Associate - Wisconsin Heartland Associates

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

This position provides insurance licensed financial and non-financial support to Wisconsin Heartland Associates. This position serves as a resource to Financial Advisors focused on fixed life, annuities and health insurance and, working with a Financial Advisor develops and implements business and marketing plans to acquire, cultivate, and retain members. Responsibilities may include prospecting and marketing, case and proposal preparation, referral generation, and building a sense of “community” with and among members. The Insurance Associate reports to and is employed/contracted by the Financial Advisor. Thrivent Financial for Lutherans is the sponsor for insurance licensure.

Position Roles/Responsibilities/Accountabilities

• 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

Position 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

Competencies

• Planning/Organizing
• Analytical thinker
• Customer Focus
• Communication
• Interpersonal Skills
• Teamwork and Collaboration
• Adaptability/Flexibility

External/Internal Dependencies

• Must be able to work with all roles of the Wisconsin Heartland Associates.
• Must be able to represent the organization in work with external clients
• Must be able to cultivate and maintain relationships with outside organizations

Compensation and Benefits

• Base salary of $36,000, along with a percentage of commissions from sales generated revenue.

Pay Transparency

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 [e-mail] or call 800-847-4836 and request Human Resources.

At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given.

At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers.

We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow.

For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives.

Today, it’s a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work.

Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences.

If you’re intrigued about our work and the possibility of becoming part of it, we invite you to visit Thrivent.com to learn more.

You won’t just build a career; you’ll be part of an organization focused on growing, innovating, and serving.