Insurance Office Professional - Van Wert, Ohio

Join Thrivent's Endeavor Financial Group as an Insurance Office Professional in Van Wert, Ohio. This in-office role provides essential insurance-licensed administrative support to Financial Advisors and clients, ensuring smooth operations and exceptional service. If you're organized, client-focused, and hold an Ohio insurance license, apply today for this rewarding position at Thrivent, a leader in financial services for Christians.

Why Join Thrivent?

Thrivent is more than a financial services organization—it's a not-for-profit Fortune 500 company dedicated to helping people achieve financial clarity. With roots in Christian values, Thrivent empowers its members through insurance, investments, and financial planning. As an Insurance Office Professional at Endeavor Financial Group, you'll contribute to a mission-driven team in Van Wert, Ohio, supporting local families and communities.

Working with Thrivent means being part of a collaborative culture that values integrity, service, and growth. In Van Wert, enjoy a close-knit office environment where your contributions directly impact clients' lives. Thrivent offers stability, professional development, and the chance to make a difference while building a fulfilling career in the insurance industry. Our commitment to fraternal activities, community outreach, and member-focused solutions sets us apart from traditional financial firms.

Role Description

The Insurance Office Professional delivers licensed administrative support to Financial Advisors at Endeavor Financial Group, a Thrivent-affiliated practice. Reporting directly to practice leadership, you'll handle client inquiries, manage daily operations, and support insurance-related tasks. This in-office position in Van Wert, Ohio, requires strong communication skills, attention to detail, and an active Ohio insurance license.

Key focus areas include client servicing, administrative efficiency, and marketing support. You'll serve as the first point of contact for members, ensuring their insurance and account needs are met promptly. This role is ideal for professionals passionate about helping others secure their financial futures through fixed insurance and annuity products offered by Thrivent.

Detailed Responsibilities

• Handle incoming telephone calls, respond to client requests, and provide accurate information on accounts and insurance products.
• Research and resolve inquiries regarding member/customer accounts, fund values, fixed insurance, and fixed annuities.
• Perform routine administrative duties, including maintaining office supplies, processing mail, and managing practice email.
• Prepare routine correspondence, reports, and support special projects as assigned.
• Drive customer-facing activities by scheduling meetings for Financial Advisors and updating contact management systems.
• Assist with preparation and follow-up for client meetings, including product change support for fixed insurance and annuities.
• Participate in marketing efforts such as direct-mail campaigns, fraternal activities, seminars, and community events.
• Explain, discuss, or interpret fixed insurance and annuity contracts; communicate coverage status to clients.
• Issue certificates of insurance, endorsements, binders, commitments, or contracts as needed.
• Collaborate with Financial Advisors on insurance tasks, leveraging Thrivent's computer systems for client relations.
• Support daily practice operations, including greeting members and ordering supplies.
• Handle additional responsibilities based on licensure and business needs.

Required Skills

Success in this role demands a blend of administrative expertise, insurance knowledge, and interpersonal abilities. Thrivent seeks candidates who excel in fast-paced environments and prioritize client satisfaction.

Key Skills:

• Exceptional phone etiquette and client communication
• Insurance research and account inquiry resolution
• Proficiency in Thrivent Financial systems and contact management software
• Administrative organization and multitasking
• Fixed insurance and annuity product knowledge
• Marketing coordination for seminars and events
• Contract interpretation and issuance
• Customer service and meeting scheduling
• Attention to detail in reports and correspondence
• Team collaboration with Financial Advisors

Education & Experience

• High school diploma or equivalent required; associate's or bachelor's degree preferred.
• Active Ohio insurance license (life and health) mandatory.
• Previous administrative, secretarial, or office experience desired (1-2 years minimum).
• Familiarity with financial services, insurance products, or customer-facing roles is a plus.
• Strong computer skills, including Microsoft Office and CRM systems.

Compensation Overview

Competitive salary based on experience: $42,500 - $52,500 annually. Van Wert, Ohio's cost of living makes this an attractive package for local professionals seeking stability in the insurance sector.

Benefits

Thrivent values work-life balance and employee well-being:

• Holiday Pay
• Simple IRA with employer contributions
• PTO available after 90-day probationary period

This position is in-office only at our Van Wert, Ohio location. No remote work available. Thrivent is an equal opportunity employer committed to diversity and inclusion.

Apply now to join Thrivent's mission and advance your career as an Insurance Office Professional!