Service Representative (Remote) - Immediate Hiring
Thrivent
2021-11-07T09:18:08Z
Appleton
Wisconsin
United States
Customer Service / Call Center
(No Timezone Provided)
Summary
We exist to help people achieve financial clarity. 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 clients. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow.
This Service Representative position is part of the Inforce Funding department. In this role, you will be responsible for analyzing, researching, gathering required information to process IGO (In Good Order) cases and to process NIGO (Not In Good Order) cases with a basic level of complexity. This position will serve Thrivent’s internal and external customer contacts via the telephone and written communications and will deliver strong customer service. Additionally, this position as a member of a team, actively partners with the team on meeting established service and quality standards and identifies trends for process improvements.
Job Description
Job Duties and Responsibilities
Process cases utilizing various workflow, administrative, and LOB (Line of Business) systems accurately and cost-effectively and in compliance with internal service and state and federal regulatory standards. Analyze cases for IGO and determine level of complexity of the request. Determine if case should be routed/handed off to other business resource based upon the complexity of the request. Contact the appropriate resource to assist in resolving the request, if NIGO. This would include contacting the member, FA (Financial Associate), internal business units, vendors or external business resources. Handles sensitive communications with customers and financial associates, which may include highly confidential information or complaints. Resolves telephone and written inquiries from internal and external customer contacts in a prompt, efficient manner, giving correct thorough responses to needs and requests. Documents calls, written communications, etc. made in an attempt to gather, or upon gathering the missing information needed to process the paperwork. Required Job Qualifications
High school required. College degree preferred. One to three years prior customer service or financial service industry experience preferred. Must possess solid interpersonal, verbal and written communications skills. Proficiency in office computer software, including e-mail, word processing, and spreadsheet programs required.
Service Representative (Remote) - Immediate Hiring
Customer Service / Call Center
Summary
We exist to help people achieve financial clarity. 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 clients. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow.
This Service Representative position is part of the Inforce Funding department. In this role, you will be responsible for analyzing, researching, gathering required information to process IGO (In Good Order) cases and to process NIGO (Not In Good Order) cases with a basic level of complexity. This position will serve Thrivent’s internal and external customer contacts via the telephone and written communications and will deliver strong customer service. Additionally, this position as a member of a team, actively partners with the team on meeting established service and quality standards and identifies trends for process improvements.
Job Description
Job Duties and Responsibilities
Process cases utilizing various workflow, administrative, and LOB (Line of Business) systems accurately and cost-effectively and in compliance with internal service and state and federal regulatory standards. Analyze cases for IGO and determine level of complexity of the request. Determine if case should be routed/handed off to other business resource based upon the complexity of the request. Contact the appropriate resource to assist in resolving the request, if NIGO. This would include contacting the member, FA (Financial Associate), internal business units, vendors or external business resources. Handles sensitive communications with customers and financial associates, which may include highly confidential information or complaints. Resolves telephone and written inquiries from internal and external customer contacts in a prompt, efficient manner, giving correct thorough responses to needs and requests. Documents calls, written communications, etc. made in an attempt to gather, or upon gathering the missing information needed to process the paperwork. Required Job Qualifications
High school required. College degree preferred. One to three years prior customer service or financial service industry experience preferred. Must possess solid interpersonal, verbal and written communications skills. Proficiency in office computer software, including e-mail, word processing, and spreadsheet programs required.