Insurance Client Support Associate

Summary

This position provides insurance licensed administrative support to Legacy West Financial Consultants. This position serves as a resource to Financial Advisors and client/members in handling, researching and communicating inquiries regarding their customer accounts and insurance needs and supports the daily operations of the practice, including, but not limited to: answering the phones, meeting/greeting members, handling/distributing postal mail and practice email, ordering supplies, utilizing Thrivent Financial computer systems and programs in support of client relations, supporting insurance related tasks, and other administrative tasks as assigned. The Insurance Office Professional reports to and is employed by Legacy West Financial Consultants.
This position is part time, 20-30 hours a week. Compensation ranges from $30-35/hr dependent upon experience and licensure. This position can be fully remote.

Job Description

Position Roles/Responsibilities/Accountabilities

• Handles incoming telephone calls to Legacy West Financial Consultants and responds to requests for information
• Researches inquiries regarding member/customer accounts
• Provides fund values and answers other fixed insurance and fixed annuity related questions
• Performs routine administrative duties such as maintaining office supplies and processing mail
• Prepares or coordinates the preparation of routine correspondence, reports, and special projects typically of a routine nature
• Supports projects, administration of various programs, and processing functions as needed
• Drives customer/member facing activities in the practice by scheduling meetings with customer/members on behalf of the practice's Financial Advisors
• Updates the contact management system with customer/member contact and preference information
• Assists Financial Advisors in the preparation for and follow up from customer/member meetings
• Collaborates with Financial Advisors to assist customers/members with fixed insurance and fixed annuity product changes
• Participates and drives marketing services including direct-mail, fraternal activities, seminars, meetings
• Explains, discusses or interprets fixed insurance or fixed annuity contracts
• Communicates with customer whether requested coverage is or will be bound or issued
• Issues certificates of insurance, endorsements, binders, commitments, or insurance contracts
• Additional responsibilities may be assigned in accordance with licensure and business needs

Position Qualifications

• Previous administrative/secretarial experience desired
• Must be insurance licensed/appointed in all states in which they are performing activities requiring licensing.
• Demonstrated customer service orientation/experience, 2+ years preferred
• Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) or ability to learn
• Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
• Ability to maintain integrity of sensitive/confidential information
• Basic understanding of our products and services, and Thrivent Financial

Competencies

• Planning/Organizing
• Customer Focus
• Communication
• Interpersonal Skills
• Teamwork and Collaboration
• Adaptability/Flexibility

External/Internal Dependencies

• Must be able to work with all roles of the team
• Must be able to represent the organization in work with external clients
• Must be able to cultivate and maintain relationships with outside organizations

As part of Legacy West Financial Consultants' recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firm's Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.