Thrivent · 23 hours ago
Insurance Office Professional
Van Wert, OH
Full-time
Onsite
Entry Level
$42K/yr - $52K/yr
2+ years expThrivent is a financial services organization that provides insurance and investment solutions. They are seeking an Insurance Office Professional to support Financial Advisors and clients with administrative tasks, manage inquiries about insurance needs, and ensure smooth daily operations within the office.
FinanceFinancial ExchangesFinancial ServicesInsurance
Responsibilities
Handles incoming telephone calls 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
Qualification
Required
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
Benefits
Holiday Pay
Simple IRA
PTO
Company
Thrivent
Thrivent is a financial services organization that helps Christians be wise with money and live generously.
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Teresa Rasmussen
President & CEO
Kelly Baker
Executive Vice President, Chief Human Resources Officer
Recent News
2026-01-23
2026-01-22
2025-11-28
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