Operations Case Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Assist Thrivent field staff by showcasing leadership and taking ownership of Life and Health new business cases.

• Enhance the number of cases issued while ensuring an advisor- and client-focused experience.

• Act as a primary contact for assigned Thrivent Advisor Groups.

• Establish expectations, deliver just-in-time training, and advocate for key issues.

• Foster business relationships with field staff and Operations teams.

• Manage phone calls, emails, and Teams messages from field staff.

• Oversee the lifecycle of each application in accordance with service standards, prioritizing tasks with minimal direction.

• Handle sensitive communications, confidential data, and complaints professionally.

• Review applications and documentation to confirm they are properly prepared for submission.

• Follow up on any missing or incomplete information.

• Provide updates on critical cases to team members, field staff, corporate, field, and executive leadership.

• Share ideas for service and process enhancements.

• Respond to inquiries regarding new business, contract modifications, and underwriting; offer guidance and resolve issues.

• Utilize independent judgment and problem-solving skills across cases of varying complexity.

• Influence others without direct authority to take actions affecting case placement and the client/advisor experience.

• Exemplify Thrivent’s leadership competencies: Model the Way, Rally the Team, and Deliver Outcomes.

⛳️ Requirements

• Bachelor’s Degree or equivalent professional experience.

• Minimum of 2 years experience in the financial services sector, preferably in life and health insurance, sales, and/or customer service.

• Proven track record of strong performance and success.

• Exceptional oral and written communication skills with a high degree of professionalism.

• Strong interpersonal, analytical, and negotiation skills.

• Ability to develop and sustain effective business relationships.

• Demonstrated capacity to swiftly identify issues and employ robust problem-solving abilities to resolve or prevent escalated matters.

• Excellent organizational and prioritization skills with minimal guidance.

• Ability to adapt quickly to a dynamic and changing environment.

• Capacity to influence without authority, collaborate with others, and achieve results with little oversight.

• Willingness to take ownership of cases and act with a high level of accountability.

• Availability to work Monday through Friday, from 8:30 am to 5:00 pm CT.

🏝️ Benefits

• A range of bonuses, including annual or long-term incentives.

• Comprehensive medical, dental, and vision insurance.

• Health savings account options.

• Flexible spending account availability.

• 401k plan.

• Pension plan.

• Life and accidental death and dismemberment insurance.

• Disability insurance coverage.

• Supplemental protection insurance options.

• 20 days of Paid Time Off annually.

• Sick and Safe Time benefits.

• 10 paid company holidays.

• Volunteer Time Off.

• Paid parental leave.

• Employee Assistance Program (EAP).

• Well-being benefits.

• Additional employee benefits.