Operations Case Manager, Remote

Thrivent; United States; Remote; USD 45,000 - 61,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401k

Paid time off (PTO)

Sick time and holidays

Parental leave

Employee assistance program

Job summary

Thrivent is seeking an Operations Case Manager to support field staff by owning Life and Health new business cases and maximizing issued cases while delivering a client-centric advisor experience.

You will serve as a key contact for designated Advisor Groups, provide just-in-time training, and collaborate across Operations to ensure consistent, accurate case handling in a fast-paced environment.

Qualifications

• College degree or equivalent work experience.
• 2+ years in financial services with life/health insurance, sales, or customer service preferred.
• Strong track record of performance and success.
• Excellent oral and written communication with high professionalism.
• Interpersonal, analytical and negotiation abilities.
• Ability to build strong business relationships cross-functionally.
• Strong issue identification and problem-solving skills.
• Excellent organization and prioritization with minimal direction.
• Adaptable in a changing, high-demand environment.
• Ability to influence without authority and drive results.
• Ownership and accountability for case outcomes.

Responsibilities

• Serve as a dedicated contact for Life and Health applications for field staff.
• Handle calls, emails, and messages ensuring accuracy, priority, and timeliness.
• Manage the lifecycle of each application to service standards.
• Educate recipients on products and regulatory requirements when needed.
• Review documents for 'in good order' prior to submission and follow up on missing information.
• Provide regular updates on critical cases to teams, field staff, and leadership.
• Suggest process improvements focused on client and advisor experience.
• Model Thrivent leadership competencies and champion accountability.
• Act as a liaison for assigned field staff on questions regarding new business, changes, and underwriting.

Skills

Strong communication

Relationship building

Problem solving

Organization

Adaptability

Influence without authority

Education

College degree or equivalent

Job description

The Operations Case Manager (OCM) role provides support to Thrivent’s field staff by demonstrating leadership and ownership of Life and Health new business cases; striving to maximize the number of cases issued while providing an advisor and client-centric experience. As a key point of contact for designated Thrivent Advisor Groups (TAG), this individual will set expectations appropriately, provide just-in-time training, and champion key issues using strong communication skills, business knowledge, and understanding of Thrivent’s goals. This role must cultivate business relationships with field staff, as well as teams across Operations ensuring cases are managed consistently and accurately.

The OCM is also responsible for leading without authority, providing insight and collaboration for continuous improvement and aligning with industry standards. Individuals in this role must adapt quickly, handle complex case scenarios, and use critical thinking while keeping Thrivent’s risk tolerance at the forefront of their decision making. They must be able to work in undefined parameters while handling each case with a sense of ownership, accuracy, and accountability.

DUTIES & RESPONSIBILITIES:

• Serveasa key dedicatedpoint of contact for communicationregardingLifeand Healthapplications, requiringa subjectmatterexpertiseinbothproduct lines.
• Handlephone calls, emails, and Teams messages fromfield staffwhile takingaccountabilityforcase handling in terms of accuracy,priorityandtimeliness.
• Managethe life cycle of each application to service standards,prioritizing workload with little direction
• Handles sensitive communications, which may include highly confidential information or complaints, often educating the recipient on products and/or regulatory requirements
• Review documentation and applications to ensure “in good order” prior to submission. Manage case follow-up for missing/incomplete information
• Provide regular updates on critical cases to various audiences, including team members,field staff,as well ascorporate, field, and executiveleaders
• Actively share service and process improvement ideas, contributing to a culture of continuous improvementwitha focus on putting the client andadvisorexperience at the center of all we do
• Model Thrivent’s leadership competencies –Model the Way, Rally the Team, and Deliver Outcomes
• Serveas a dedicatedpoint of contact for assigned fieldstaff,answering questionsregardingnew business, contract changes,and underwriting, providing guidance, and resolving problems.TheCMis responsible and accountable for response to the fieldstaffboth in terms of accuracy andtimeliness.
• This position willencountercases of varying complexity across several product lines in the New Business and Underwriting department.Individuals in this role mustpossessa strong ability to work without close supervision and be able to exercise independent judgment and problem-solving.Decisions can havea long-term impacttoclients, advisors and Thrivent’s reputationas potential exists for negative financial impacts if not properly executed.
• Directly influence others without authority to complete the necessary actions that canultimately impactthe placement of the case, as well as the client and advisor experience. Each action can havesignificantimpact on theclient’sperceptionof the organization and the products they own.

QUALIFICATIONS & SKILLS:

Required:

• College Degree or equivalent work experience
• 2+ years of experience within the financial services industry with prior life and health insurance, sales, and/or customer service is preferred
• A strong performancehistory with a history of success
• Excellent oral and written communication skills witha high levelof professionalism
• Effective interpersonal, analytical and negotiation abilitiesrequired
• Ability to create andmaintainstrong and effective business relationshipswhile interacting effectively with a wide variety of internal and external parties
• Demonstrated ability to quicklyidentifyissues and use solid problem-solving skillstoresolve and/or prevent escalated cases
• Strong organization and prioritization skills with little direction
• Ability to quickly adapt to a changing and dynamic environment with flexibility in periods of high demand in a fluctuating business
• Ability to influencewithout authority, partner with others in and out of the department,and drive results with little direction
• Ability and willingness to take ownership for cases and act with high accountability

Schedule: Monday-Friday 8:30am-5pm CT

Pay Transparency

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 $21.83 - $29.53 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.

• 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
• 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 [e-mail] or call800-847-4836 and request Human Resources.

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