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Job Information

Thrivent Financial Manager, Incoming Mail/Document Management LIC in Appleton, Wisconsin

Summary

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.Thrivent is seeking an Incoming Mail & Document Distribution Operations Manager to lead and manage front-line/professional support teams to peak effectiveness and efficiency in order to deliver maximum results. This will include people, process, budget, and support of strategic direction.

Job Description

Job Duties and Responsibilities

  • Build and maintain a high-performing team; select, develop, coach, reward and recognize team members.

  • Manage front-line / professional support teams within an operational unit; recruitment, selection, performance management, development and rewards.

  • Manage work distribution, resource management and staffing levels within workgroup

  • Assist in / develop team goals, priorities and metrics.

  • Monitor progress toward goals, analyze variances, take correction action and adaps plans and priorites to address resource and operational challenges.

  • Provide staff with on-going coaching and performance feedback.

  • Resolve escalated customer cases, situations and inquiries.

  • Partner with legal and compliance to conduct operations in compliance with pertinent laws and regulations.

  • Participate in, represent and/or lead divisional / departmental projects or operational improvements that improve operational unit performance.

Required Job Qualifications

  • College degree or equivalent

  • FINRA SIE and Series 99 required or obtained within 90 days of hire/transfer

  • Demonstrated process/people leadership (2+ years of successful people leadership preferred)

  • Professional credentials preferred (e.g. Lean Six Sigma designations, FLMA)

  • Strong communication/interpersonal skills with emphasis on customer service, conflict management, teamwork and coaching skills

  • Knowledge of insurance and financial services products and systems desired

  • Experience with significantly improving processes and leading change

  • Willingness to maintain an external perspective of emerging management and operations trends

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 human.resources@thrivent.com or call 800-847-4836 and request Human Resources.

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 customers. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow.

For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. Today, it’s a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work.

Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you’re intrigued about our work and the possibility of becoming part of it, we invite you to visit Thrivent.com to learn more. You won’t just build a career; you’ll be part of an organization focused on growing, innovating, and serving.

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