Provide support to Thrivent’s field staff by demonstrating leadership and ownership of Life and Health new business cases
Maximize the number of cases issued while providing an advisor and client-centric experience
Set expectations appropriately, provide just-in-time training, and champion key issues using strong communication skills
Cultivate business relationships with field staff, as well as teams across Operations
Manage the life cycle of each application to service standards
Handle sensitive communications and educate 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
Actively share service and process improvement ideas

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 performance history with a history of success
Excellent oral and written communication skills with a high level of professionalism
Effective interpersonal, analytical and negotiation abilities required
Ability to create and maintain strong and effective business relationships while interacting effectively with a wide variety of internal and external parties
Demonstrated ability to quickly identify issues and use solid problem-solving skills to resolve 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 influence without 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

Operations Case Manager

Key skills