Insurance Office Professional

SCOTT HERRMANN SHORELINE GROUP; Waupun (WI); On-site; USD 22,000 - 33,000; Full time

Benefits offered by this job

Bonus structure

Insurance

Paid time off

Job summary

Shoreline Group in Wisconsin is seeking an Insurance Office Professional to provide administrative and client support for financial advisors and members. You will greet clients, manage inquiries, coordinate meetings, and handle documents in a fast-paced, collaborative environment.

Ideal candidates have 2+ years of admin experience, strong organizational skills, and are comfortable with Microsoft Office and Salesforce.

Qualifications

• 2+ years administrative or office experience.
• Positive attitude and strong customer service mindset.
• Strong organizational and prioritization skills.
• Proficient with Microsoft Office; willing to learn new tools.
• Life & Health license or willingness to obtain within 60 days.
• Securities licensing a plus but not required.

Responsibilities

• Greet clients, handle calls, and manage inquiries as the friendly voice of the team.
• Coordinate client meetings and maintain client records in Salesforce.
• Assist with investment- and insurance-related tasks, including research and communications.
• Manage schedules, emails, mail distribution, and document organization.
• Assist with driving marketing efforts, events, client outreach, and community engagement.
• Support projects and administration of various programs as needed.
• Drive client-facing activities by scheduling meetings for Financial Advisors.
• Learns and grows through mentorship, training, and development opportunities.
• Issue insurance-related documents such as certificates, endorsements, binders, and contracts.
• Take on additional responsibilities based on licensure and business needs.

Skills

Customer service mindset

Organizational skills

Multitasking

Communication

Tools

Salesforce

Microsoft Office

Job description

Join a Dynamic Team Where You Can Grow, Thrive, and Make an Impact

Location: On-site (Multiple Offices in Central to Southeast Wisconsin)
Compensation: $16.00 - $24.00 per hour (Based on Experience & Licensing)
Schedule:Full-time, up to 40 hours per week

Who We Are

At Shoreline Group, we’re more than just a financial services firm—we’re a close-knit team driven by a shared passion for helping people secure their financial future. As an independent practice of Thrivent Financial, we serve our members with a holistic, relationship-first approach, guiding them toward financial success with confidence and care.

Thrivent Financial, a faith-based, not-for-profit organization with 2.6 million members, exists to help people live more generously. We empower our clients, communities, and nonprofits through financial solutions, educational resources, and values-driven support.

The Role: Insurance Office Professional

We’re looking for an organized, customer-focused professional to be the backbone of our operations. You’ll provide essential administrative and client support, ensuring our financial advisors and members receive top-tier service. If you love working in a collaborative, high-energy environment and enjoy problem-solving, multitasking, and making a difference, this role is for you!

What You’ll Do

• Be the friendly voice and face of our team—greeting clients, handling calls, and managing inquiries.

• Support financial advisors by coordinating client meetings and maintaining client records in Salesforce.

• Assist with investment- and insurance-related tasks, including research, client communications, and transaction support.

• Keep things running smoothly—manage schedules, emails, mail distribution, and document organization.

• Assist with driving marketing efforts, assisting with events, client outreach, and community engagement.

• Support projects, administration of various programs, and processing functions as needed.

• Drive client-facing activities by scheduling meetings on behalf of the practice’s Financial Advisors.

• Learn and grow with mentorship, training, and development opportunities in the financial services industry.

• Issue insurance-related documents including certificates, endorsements, binders, commitments, and contracts.

• Take on additional responsibilities as needed based on licensure and business needs.

What We’re Looking For

• A positive attitude and strong customer service mindset—you genuinely enjoy helping people.

• Administrative or office experience (2+ years preferred, but we’ll train the right candidate).

• Strong organizational skills with the ability to juggle multiple tasks and prioritize effectively.

• Tech-savvy—comfortable with Microsoft Office (Word, Excel, PowerPoint) and willing to learn new tools.

• Life & Health insurance licensed (or willingness to obtain within 60 days of hire).

• Securities licensing (Series 7 & 66 or 6 & 63) is a plus but not required.

Why Join Us?

• A fun, team-oriented workplace where your contributions are valued.

• Work-life balance—we respect your time and well-being.

• Growth potential—we invest in your development with training and licensing support.

• Good Benefits- Fair pay with bonus structure, insurance, and paid time off.

• Meaningful work—you’ll make a real difference in the lives of our clients.

Background Check

As part of Shoreline Group’s recruiting/hiring/contracting process, a verification of a candidate's background will be completed upon hiring. Fingerprints will be required as part of the FINRA registration process for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records. Thrivent Financial will conduct background checks and fingerprinting. In the event any candidate refuses or fails a background check, the candidate will be eligible for hire.