Customer Service Representative, Annuities Financial Transactions

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...