Thrivent Financial New Business Case Manager in Appleton, Wisconsin
The purpose of this position is to provide proactive support for Financial Professionals and New Business & Underwriting team members by acting as owners of life and health new business cases and striving to maximize the number of cases issued and placed. As the primary point of contact for designated Regional Field Offices (RFO), this individual will champion key issues related to new business cases using strong communication skills, business knowledge and understanding of New Business & Underwriting goals. Case Managers must cultivate business relationships with Financial Professionals and other members of their team, as well as New Business & Underwriting team members and teams throughout the organization. Case Managers will also provide just in time training and be champions of change, supporting field members and internal business partners on new technology and corporate changes.This role requires a deep understanding of what financial professionals need to be successful, in addition to a broad depth of new business issue and underwriting knowledge. Individuals in this role must have the ability to quickly understand and research unusual and complex questions with undefined parameters and produce accurate responses.
Job Duties and Responsibilities
The Case Manager will encounter issues involving Life and Health business lines and will need expertise in both.
The Case Manager will take phone calls, emails, Salesforce, and Teams messages from the field across all business lines and take accountability to determine case handling in terms of accuracy and timeframe.
The Case Manager will manage the life cycle of each application to service standards, working closely with financial professionals, issue reps and underwriters while demonstrating an ownership mentality. They must display critical thinking and proactive case management skills throughout the new business process.
Provide administrative support to underwriters through the procurement of requirements necessary to underwrite and issue a life or disability income insurance case and communication with the field related to the underwriting decision.
Act as Relationship Manager for designated Regional Field Offices and serve as the main contact point for communication regarding their applications. This involves frequent interaction with a wide range of internal and external contacts.
Work with multiple cases at one time, prioritize workload with little direction.
Provide regular updates on key/critical cases to various audiences, including team members, financial associates and corporate and field leaders.
Actively share service and process improvement ideas, contributing to a culture of “continuous improvements”.
Required Job Qualifications
College Degree or equivalent work experience
3+ years of experience within the financial services industry with prior life/health, sales, operations and customer service is preferred.
A strong performance history with a history of success
Excellent oral and written communication skills with high level of professionalism
Effective interpersonal, analytical and negotiation abilities required
Ability to create and maintain strong and effective business relationships
Has demonstrated the ability to quickly identify issues and use solid problem-solving skills.
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
Sturdy work ethic and ability to prioritize with little direction
Strong communication, organizational, and prioritization skills with a strong presence.
Ability to influence and drive results with little direction
Other Critical Factors
Individual takes ownership for cases and acts with high accountability
Demonstrated accountability for their own results, as well as results in influencing without authority.
Directly influences without authority and partners with others in the department to complete tasks
Occasional travel to assigned RFO (<5%)
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 email@example.com 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.