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New Business Case Manager

Company: Thrivent Financial for Lutherans
Location: Appleton
Posted on: June 7, 2021

Job Description:


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.

The purpose of this position is to provide proactive support for Financial Professionals and New Business & Underwriting team members by acting as owners of life and health new business cases and striving to maximize the number of cases issued and placed. As the primary point of contact for designated Regional Field Offices (RFO), this individual will champion key issues related to new business cases using strong communication skills, business knowledge and understanding of New Business & Underwriting goals. Case Managers must cultivate business relationships with Financial Professionals and other members of their team, as well as New Business & Underwriting team members and teams throughout the organization.

Case Managers will also provide just in time training and be champions of change, supporting field members and internal business partners on new technology and corporate changes.

This role requires a deep understanding of what financial professionals need to be successful, in addition to a broad depth of new business issue and underwriting knowledge. Individuals in this role must have the ability to quickly understand and research unusual and complex questions with undefined parameters and produce accurate responses.

Job Description

Job Duties and Responsibilities

  • The Case Manager will encounter issues involving Life and Health business lines and will need expertise in both.
  • The Case Manager will take phone calls, emails, Salesforce, and skype messages from the field across all business lines and take accountability to determine case handling in terms of accuracy and timeframe.
  • The Case Manager will manage the life cycle of each application to service standards, working closely with financial professionals, issue reps and underwriters while demonstrating an ownership mentality. They must display critical thinking and proactive case management skills throughout the new business process.
  • Provide administrative support to underwriters through the procurement of requirements necessary to underwrite and issue a life or disability income insurance case and communication with the field related to the underwriting decision.

  • Act as Relationship Manager for designated Regional Field Offices and serve as the main contact point for communication regarding their applications. This involves frequent interaction with a wide range of internal and external contacts.
  • Work with multiple cases at one time, prioritize workload with little direction.
  • Provide regular updates on key/critical cases to various audiences, including team members, financial associates and corporate and field leaders.
  • Actively share service and process improvement ideas, contributing to a culture of "continuous improvements".

Required Job Qualifications

  • College Degree or equivalent work experience
  • 3+ years of experience within the financial services industry with prior life/health, sales, operations and customer service is preferred.
  • A strong performance history with a history of success
  • Excellent oral and written communication skills with high level of professionalism
  • Effective interpersonal, analytical and negotiation abilities required
  • Ability to create and maintain strong and effective business relationships
  • Has demonstrated the ability to quickly identify issues and use solid problem-solving skills.
  • Strong organization and prioritization skills with little direction
  • Ability to quickly adapt to a changing and dynamic environment with flexibility in periods of high demand in a fluctuating business
  • Sturdy work ethic and ability to prioritize with little direction
  • Strong communication, organizational, and prioritization skills with a strong presence.
  • Ability to influence and drive results with little direction

Other Critical Factors

  • Individual takes ownership for cases and acts with high accountability
  • Demonstrated accountability for their own results, as well as results in influencing without authority.
  • Directly influences without authority and partners with others in the department to complete tasks
  • Occasional travel to assigned RFO (<5%)

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 or call 800-847-4836 and request Human Resources.

Keywords: Thrivent Financial for Lutherans, Appleton , New Business Case Manager, Other , Appleton, Wisconsin

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