Operations Case Manager, Remote
Core
Support Thrivent's field staff by managing Life and Health new business cases, ensuring accuracy, timeliness, and client-centric experiences.
Role type
Operations Case Manager (IC)
Builds
Life and Health insurance applications and underwriting cases
Domain
Financial Services / Insurance
Required skills
Life and Health insurance product expertise, case lifecycle management, problem-solving, independent judgment, regulatory knowledge, stakeholder communication
Preferred skills
Financial services industry experience, sales background, customer service experience
Technologies
Microsoft Teams, phone systems, case management software
Responsibilities
Handle phone calls, emails, and messages from field staff regarding new business applications; manage the life cycle of applications to service standards; review documentation for accuracy and completeness; provide updates on critical cases to various audiences; resolve escalated cases and prevent issues; influence others without authority to complete necessary actions.
Seniority
Mid-level, hands-on IC
