Customer Service Representative, Annuities Financial Transactions

Thrivent

Customer Service Representative at Thrivent responsible for financial transactions and customer service. Analyzing cases and assisting customers with inquiries via phone and written communication.

Posted 5/30/2026full-timeMinneapolis • Minnesota • 🇺🇸 United StatesMid-LevelSenior💰 $19 - $26 per hourWebsite

About the role

Key responsibilities & impact

Responsible for analyzing, researching, and gathering required information to process IGO (In Good Order) cases
Process NIGO (Not In Good Order) cases with a basic level of complexity
Serve Thrivent’s internal and external customer contacts via telephone and written communications
Deliver strong customer service
Actively partner with the team on meeting established service and quality standards
Identify trends for process improvements
Analyze cases for IGO and determine level of complexity of the request
Contact appropriate resources to assist in resolving requests

Requirements

What you’ll need

High school required
College degree preferred
One to three years prior customer service or financial service industry experience preferred
Must possess solid interpersonal, verbal and written communications skills
Proficiency in office computer software, including e-mail, word processing, and spreadsheet programs required.

Benefits

Comp & perks

various bonuses (including, for example, annual or long-term incentives)
medical, dental, and vision insurance
health savings account
flexible spending account
401k
pension
life and accidental death and dismemberment insurance
disability insurance
supplemental protection insurance
20 days of Paid Time Off each year
Sick and Safe Time
10 paid company holidays
Volunteer Time Off
paid parental leave
EAP
well-being benefits
other employee benefits

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

customer servicecase analysisprocess improvement

Soft Skills

interpersonal skillsverbal communicationwritten communication