Insurance Associate - Wisconsin Heartland Associates

Responsibilities

• Handle sensitive communications with members, which may include highly confidential information and effectively respond through verbal and written communications to ensure a high level of customer satisfaction
• Facilitate and/or co-present insurance product specific seminars and/or workshops as necessary
• Participate in business planning for the practice as needed
• Counsel and advise prospective and current members on particular insurance products and policies for purchase
• Open and complete insurance product applications
• Obtain member financial information for the sale of fixed insurance, fixed annuity and health products
• Explain, discuss or interpret insurance coverage; analyze exposures or policies; provide recommendations
• Issue certificates of insurance, endorsements, binders, commitments, or insurance contracts
• Assist Financial Advisors in the preparation and follow up for the client/member meetings
• Collaborate with Financial Advisors to assist members with fixed insurance, fixed annuity or health product changes
• Participate and drive marketing services including direct-mail, fraternal activities, seminars, meetings

Qualifications

• Previous administrative/secretarial experience desired
• Must be insurance licensed/appointed in all states in which the candidate would be doing support work for Wisconsin Heartland Associates
• Must be willing to complete appropriate state training in order to sell Long Term Care if this is determined to be a part of the position or support needs of the sponsoring Financial Advisor
• Demonstrated customer service orientation/experience, 2+ years preferred
• 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 Wisconsin Heartland Associates, our products and services, and Thrivent Financial

Compensation and Benefits

• Base salary of $36,000, along with a percentage of commissions from sales generated revenue