Job Information
Thrivent Financial Case Manager - Long Term Care in Minnesota, United States
Newman Long Term Care (LTC) is a long term care insurance brokerage which is responsible for serving the extended care needs for independent distribution. This role is in full support to NewmanLTC operations/advisors and supports all aspects of NewmanLTC’s relationships with carriers, strategic partners, and sales alliances.
The purpose of this role is to provide proactive support for agents and accounts by managing pending long term care new business cases and striving to maximize the number of cases issued and placed. As the primary point of contact for agents and accounts, this role will champion key issues related to new business cases using strong communication skills, business knowledge and understanding of insurance brokerage new business processing & underwriting goals. Case Managers must cultivate business relationships with agents/accounts, other members of their team, as well as external new business & underwriting teams. They are responsible for setting expectations appropriately and providing a world class customer service experience throughout the process.
DUTIES & RESPONSIBILITIES:
This is not intended to be an all-inclusive list of essential job functions, but rather a general overview of the principal responsibilities.
Works with the Wholesalers /Sales Desk to provide information related to applications and carrier process/procedures .
Enter s cases into the agency management system (admin system) and understands/uses the system for updates and appropriate case status communication to agents .
Review s documentation and applications to ensure “in good order” prior to submission to carriers.
Manage s case follow-up for missing/incomplete information.
Review s , investigate s , process es and trac ks underwriting and delivery requirements.
Contacts agents /accounts for corrections, clarifications, and completion of requirements . Works with agents /accounts to provide explanation for new business and underwriting processes for each provider.
Manage s the life cycle of each application to service standards, working closely with agents /accounts , service teams and underwriters by demonstrating an ownership mentality . Display s critical thinking and proactive case management skills throughout the new business process .
Provide s regular updates on key/critical cases to various audiences , including providing weekly status reports to key accounts .
Process es policy changes within established carrier time frame .
Assist s with efforts to place declined applications by working with Newman Wholesalers, the insurance carrier underwriting department , and agent /account to identify additional product options.
Actively share s service and process improvement ideas, contributing to a culture of “continuous improvements”
Demonstrate s professional verbal and written communication with internal and external partners and manag ing the phone queue .
Serves as point of contact for new account onboarding and delivers onboarding New Business presentation to the account’s back-office team .
Models Thrivent’s leadership competencies – Model the Way, Rally the Team, and Deliver Outcomes .
Supports and/or develops an environment in which Thrivent employees and colleagues are focused on continuous improvement, exceptional employee engagement, and an unwavering commitment to our clients . Shapes and/or supports a culture that represents the Thrivent purpose, promise and values, ensuring that Thrivent’s trust and reputation remain strong with its clients .
Agents and Accounts : Provide support for pending case information, comprehensive case status reporting , issues resolution , and inforce inquiries.
Carriers: Interact with New Business, Underwriting, and Licensing teams to ensure services standards are met and escalations are resolved .
Newman Leadership: Work closely on projects, tool implementation and maintenance, compliance, reporting, and daily N ew B usiness operations.
Newman Team: Have general knowledge of all operations team roles . Provide back up to Licensing & Contracting team as needed. Work together to make sure tools and processes are in place for efficient processing of business.
TIA & Leadership: Provide support to TIA and leadership including role backup, reporting, project work, etc.
QUALIFICATIONS & SKILLS:
Required:
High school diploma or GED required
Minimum of 2 years experience in the insurance or financial services industry .
Interpersonal communication skills, including customer relationship skills and experience.
Ability to research and problem solve.
Ability to prioritize work, work independently, and make decisions without guidance.
Ability and desire to work as part of a team.
Working knowledge of computers and related data management system(s) , Microsoft Office programs, and basic office equipment.
Ability to communicate with internal and external business contacts in professional manner, including staff, clients, advisors, carrier contacts, and outside vendors.
Attention to detail and accuracy.
Preferred:
Case management experience in a carrier home office or BGA/Insurance Agency setting highly desirable .
Prior Insurance Agency Management System experience
Pay Transparency
Thrivent’s long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $21.92 - $29.66 per hour, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important.
Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits.
The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent’s plans/policies are subject to change at any time at Thrivent’s discretion.
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex , gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state , or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation , please let us know by sending an email to human.resources@thrivent.com or call 800-847-4836 and request Human Resources.
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 customers. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow.
For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. Today, it’s a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work.
Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you’re intrigued about our work and the possibility of becoming part of it, we invite you to visit Thrivent.com to learn more. You won’t just build a career; you’ll be part of an organization focused on growing, innovating, and serving.