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Customer Service Representative, Annuities Financial Transactions

Company

Thrivent Financial

Location

Minneapolis, United States

Type

Full-time

This position is 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 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 compl...

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