Client Service Administrator

Summary

This position provides insurance licensed administrative support to East-Central Illinois Group. 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 Client Service Administrator reports to and is employed by East-Central Illinois Group.

This role is in office out of Campaign, IL. Compensation is between $18-20/hr. depending on experience. Holiday PTO available to start.

A fast track to licensing is required. If you don't have an active Life and Health license in Illinois, we will guide you through the licensing process.

Job Description

Position Roles/Responsibilities/Accountabilities

• Handles incoming telephone calls to East-Central Illinois Group. and responds to requests for information
• Research 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 meeting,
• Participates and drives marketing services including direct-mail, fraternal activities, seminars, meetings
• Explains, discusses or interprets fixed insurance or fixed annuity contracts
• Communicate with customers 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

• Must be willing to become insurance licensed immediately and appointed in all states in which the practice is performing activities requiring licensing.
• Previous administrative/secretarial experience desired
• 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 East-Central Illinois Group, 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 East-Central Illinois Group.
• 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 East-Central Illinois Group's 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.