North Carolina, Georgia, New Hampshire, Nebraska, Arizona, Indiana (Connecticut Nebraska Arizona, Pennsylvania,Texas, California, New York,Illinois, Idaho)Alabama);
(Pennsylvania,(Ohio, South CarolinaTexas; Michigan,(Tennessee, and more. Hiring all 50 states. Hybrid/ Remote position.
Lincoln Financial Group, a Fortune 250 company with over 10,000 employees, provides advice and solutions that help empower Americans to take charge of their financial lives with confidence. Our core business areas — Life Insurance, Annuities, Retirement Plan Services, and Group Protection — focus on supporting, preserving, and enhancing over 17 million customers’ lifestyles and retirement outcomes.
Disability Claims Specialist fully Remote
Additional Position Responsibilities Carries out duties in compliance with all state and federal regulations and guidelines. Complies with all company and site policies and procedures. Makes a positive contribution as demonstrated by: - Making suggestions for improvement - Learning new skills, procedures and processes Performs other duties as required. Remains current in profession and industry trends. Other Skills and Abilities Ability to perform under stress in cases of emergency, critical or hazardous situations. Ability to work with others in a team environment. Demonstrated solid relationship management skills with internal and/or external clients (e.g. management, peers, colleagues, customers, etc.). Demonstrates ability to work in a fast-paced environment. Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail. Demonstrates strong interpersonal skills with a collaborative style. Demonstrates the ability to use sound judgment and discretion regarding confidential information. Finds common ground and can gain collaboration among management, colleagues, and peers. Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook). Successfully completes regulatory and job training requirements. Education High School or GED - Minimum Required Certifications Experience 2 - 3 Years of claims experience that directly aligns with the specific responsibilities for this position OR For candidates with an Associates Degree or above, 0-1 year of claims experience that directly aligns with the specific responsibilities for this position. (Required ) Work Arrangement: Work from Home: Employees will work fully from home. Their job will not require the employee to come into the office, unless for special circumstances. This position may be subject to Lincoln’s Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln’s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities. Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees. Lincoln Financial Group (“LFG”) is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information. Applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling 260-455-2558. #[[customString5]] Nearest Major Market: Phoenix
(work from home availability)
As a Telephonic Initiation Representative, you will be responsible for handling the initiation of short-term disability claims as well as Federal Medical Leaves in a call center environment.
You will act as the first point of contact for our customers and will provide a positive customer experience during their specific challenges. As a member of the team, you will educate the customer on the purpose of their call, file their claim/leave telephonically and advise of the next steps in the process.
This opportunity will provide insight into the world of group insurance administration while gaining new skills through a defined career pathing and development program. If this sounds like a role for you, please read on!
What you'll be doing
Communicate with roughly 30-40 customers throughout the day, intake the initial information for their claim through data entry, and triage leaves/claims to appropriate individuals through the utilization of , multiple applications and platforms.
Provide education to the customer/employer regarding the product (primary products: short-term disability & federal medical leaves/additional products: long-term disability & life claims) while having a strong focus on attention to detail to ensure the claim/leave is created appropriately.
Communicate effectively through email/phone with internal/external stakeholders in a customer-centric and professional demeanor while recognizing what needs to be done to meet customers’ expectations and demonstrates flexibility/responsiveness to meet customer needs on routine work independently.
Identifies, recommends, and champions process improvements and organizational initiatives to positively influence the team and quality.
What we're looking for
Must-have experience (Required):
High School Diploma or GED
0-1+ years of administrative support, customer service and/or data entry that directly with the specific responsibilities for this position
Ability to communicate effectively (verbal/written)
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
Nice-to has Experience (Preferred):
Data entry and research experience in a fast-paced environment
Call center experience.
Leave Claims Specialist $17.79 - $26.68 -Fully Remote
Duties and Responsibilities Applies expanded knowledge obtained from the role in increasingly more complex situations and continues to acquire more knowledge to apply in the role.
Delivers routine work independently, in accordance with established procedures and guidelines, in a timely manner, and meets deadlines appropriately.
Ensures the accuracy and completeness of submitted claims.
Escalates claims issues/concerns to senior team members and/or management.
Makes routine & non-routine decisions, applying limited but increasingly more discretion within role except for matters of significance which affect the business as a whole or a significant part of it, in accordance with established procedures & guidelines Meets or exceeds departmental quality and service standards.
Obtains needed increasingly complex claim information by communicating effectively with internal/external stakeholders verbally and in written form while maintaining a professional demeanor in all interactions.
Processes increasingly complex assigned claims for payment or denial in accordance with established procedures and guidelines, in a timely manner and meeting departmental quality/production standards.
Provides a diverse range of information and performs a diverse range of tasks/transactions related to common programs and services.
Provides customer service to internal and/or external stakeholders, recognizes what needs to be done to meet customer needs, and demonstrates flexibility and responsiveness to meet customer needs on routine work independently.
Provides routine responses and a diverse range of information to junior team members' questions to support organizational capabilities.
Recognizes issues or concerns for assigned area(s) of responsibility, explains the effect on the customer's service experience, and suggests process improvements.
Reviews and provides specific information to increasingly complex questions/concerns from internal/external stakeholders (e.g. internal partners, policyholders, brokers, etc.) by applying expended knowledge.
Customer Service Representative - Web Team Fully Remote
Background Details The Retirement team will provide you with several weeks of paid training, coaching, and development to perform in this fast-paced environment. Training will be self-paced, led by the leader of our Web Team along with a cohort of peers and subject matter experts, and will provide you with the foundational knowledge to assist you in excelling in a career with Lincoln Financial Group. As a Customer Service Representative for the Web Team, you will serve as the primary point of contact for our retirement plan stakeholders who have technical support needs. You will serve as a subject matter expert for our Web-based retirement platforms, providing excellent customer service and utilizing strong problem-solving skills to create a positive experience. This role will provide you the opportunity to sharpen your technical skills and gain new skills through a defined career pathing and development program. If this sounds like a role for you, please read on!
What you'll be doing
You will act as the main point of contact for the retirement plan’s web-based platforms, answering inbound calls from internal and external stakeholders such as plan participants, beneficiaries, financial professionals,s and plan sponsors, addressing customer service inquiries and concerns.
You will build rapport with our customers while researching multiple systems, databases, platforms, and software.
You will provide a wide range of technical support for our retirement plan stakeholders, recognizing what needs to be done to meet the customer’s needs and demonstrating flexibility and responsiveness through problem resolution.
You will identify and recommend process improvements and organizational initiatives to positively influence the team and quality.
Service Center Representative Hybrid/Home
General Purpose of Job As an Advisory Securities Service Center Representative in Lincoln Financial Advisory Service Center, you will be providing customer service to incoming callers (planners and clients) regarding advisory accounts. You will educate and train registered representatives and their clients, build partnerships between internal departments, and provide detailed client information about advisory accounts. Also, you will provide workflow-related services and expertise relating to new accounts, cashiering, and account maintenance.
Duties and Responsibilities Strategy
Maintains a broad knowledge base of the securities industry and technology systems
Utilize risk management procedures to quickly assess and take action to minimize customer and firm risk
Administers all business in accordance with FINRA, SEC, MSRB, and OCC regulations while adhering to policies and procedures
Communication
Provide assistance to both planners and clients related to LFN policies, products, and procedures of trading, new business, cashiering, transfer of assets, and asset management programs
Educate and train registered representatives and their clients by understanding their needs and providing alternative solutions
Issue Resolution
Investigate, research, and correct issues relating to erroneous processing requests, compliance violations, system errors, client account statements, and tax issues
Processes account paperwork accurately and according to service expectations
Registered Representative- Customer Service $20.82 - $31.20
General Purpose of Job This position will perform and deliver on routine and progressively more non-routine assignments for their assigned client service area(s) of responsibility independently in accordance with established procedures/guidelines. They will handle incoming calls and serve as a direct point of contact for customers to address more complex customer inquiries/concerns and provide a superior customer experience. They will also enable less experienced team members to perform assignments.
Additional Position Responsibilities Performs other duties as required. Carries out duties in compliance with all state and federal regulations and guidelines. Complies with all company and site policies and procedures. Makes a positive contribution as demonstrated by: - Making suggestions for improvement - Learning new skills, procedures and processes Remains current in profession and industry trends.
Other Skills and Abilities Ability to perform under stress in cases of emergency, critical or hazardous situations. Ability to use applicable computer systems/applications and knowledge-sharing tools to find and effectively apply information necessary to complete duties of the role. Ability to work with others in a team environment. Demonstrated solid relationship management skills with internal and/or external clients (e.g. management, peers, colleagues, customers). Demonstrates ability to work in a fast-paced environment. Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail. Demonstrates strong interpersonal skills with a collaborative style. Demonstrates the ability to use sound judgment and discretion regarding confidential information. Finds common ground and can gain collaboration among management, colleagues, and peers. Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook). Successfully completes regulatory and job training requirements.
Hybrid/Office
General Purpose of Job
We are excited to bring on a FINRA Registered Representative to support the Retirement Plan Services organization in our Fort Wayne, IN, and Charlotte, NC-based offices. A remote, work from home option may be available depending on location.
As a FINRA Registered Representative, you will handle inbound calls and serve as the primary point of contact for individuals who have questions or concerns regarding the retirement plan. You will serve as a subject matter expert and educate them about the retirement plan using superior customer service and problem-solving skills to create a positive experience. This opportunity will provide insight into the world of retirement plan operations while gaining new skills through a defined career pathing and development program. The Retirement team will provide you with several weeks of paid training, coaching and development to perform in this fast-paced environment. Training will be led by one of our dedicated trainers in a classroom setting, along with a cohort of peers and managers, and will provide you with the foundational knowledge to assist you in excelling in a career with Lincoln Financial Group. If this sounds like a role for you, please read on!
What you'll be doing
You will answer inbound calls, callbacks and email correspondence from internal and external stakeholders such as plan participants, beneficiaries, financial professionals and plan sponsors, addressing, customer service inquiries and concerns.
You will work in a fast-paced, highly structured, team-oriented environment with a diverse group of employees focused on meeting the needs of the company and our customers through problem resolution.
You will meet and/or exceed all established key performance goals including call metrics and quality.
You will build rapport with and educate our customers about their retirement plans while researching multiple systems, databases, platforms, and software.
You will provide accurate, detailed information about the retirement plan, recognize what needs to be done to meet the customer’s needs, and demonstrate flexibility and responsiveness through problem resolution.
You will demonstrate professionalism and maintain composure in the face of high call volume, shifting priorities and rapid change.
You will recognize issues or concerns, explain the effect on the customer’s service experience, and suggest process improvements and organizational initiatives to positively influence the team and quality.
The Role at a Glance As a Manager within the Retirement Plan Services Call Center, you will lead a team of Customer Service Representatives by providing direction on processes and procedures for the team while collaborating with your colleagues on our overall strategic objectives.
You will support and deliver on key initiatives and be responsible for organizational readiness, successful rollouts of new processes and procedures as well as managing the daily operations.
You will be responsible for creating an environment of inclusion in which multiple perspectives, diverse backgrounds, varied skill sets, and creative insights drive superior results.
What you'll be doing
You will lead a Call Center team in an environment that is constantly changing due to reengineering efforts as well as strategic and organizational initiatives
You will play a role in establishing and implementing individual and team priorities and performance goals
You will provide training and development opportunities for team members, including stretch assignments, and give open and honest feedback to aid in the development of talent
You maintain collaborative relationships with key internal stakeholders
You will report on metrics and provide analysis of the area’s performance, identifying and communicating trends and issues to leadership, while looking for opportunities to improve the customer experience
What we're looking for Must-haves:
Call center or customer service experience
Managerial, supervisory, and/or demonstrated leadership experience
Excellent organization skills with the ability to prioritize workload
Strong communication, negotiation, relationship building, interpersonal skills
Demonstrates ability to successfully hire, retain, develop, and coach staff via a culture of real-time performance feedback
Nice-to-haves:
Retirement plan operations experience
FINRA S6 license
What’s it like to work here?
At Lincoln Financial Group, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights, and contributions and invests in programs that empower each of us to take charge of our own future.
What’s in it for YOU:
A clearly defined career framework to help you successfully manage your career
Leadership development and virtual training opportunities
PTO/parental leave
Free financial counseling, health coaching, and employee assistance program
Tuition assistance program
A leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situations
Effective productivity/technology tools and training
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