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.

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