Sr. Client Support Operations Representative, Executive Benefits
Company: Lincoln Financial Group
Location: Schaumburg
Posted on: June 17, 2022
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Job Description:
**Alternate Locations:** Work from Home; Atlanta, GA (Georgia);
Austin, TX (Texas); Bakersfield, CA (California); Baltimore, MD
(Maryland); Baton Rouge, LA (Louisiana); Birmingham, AL (Alabama);
Boise, ID (Idaho); Boston, MA (Massachusetts); Buffalo, NY (New
York); Canonsburg, PA (Pennsylvania); Charlotte, NC (North
Carolina); Chicago, IL (Illinois); Cincinnati, OH (Ohio);
Cleveland, OH (Ohio); Columbia, SC (South Carolina); Columbus, OH
(Ohio); Concord, NH (New Hampshire); Dallas, TX (Texas); Deerfield
Beach, FL (Florida); Denver, CO (Colorado); Detroit, MI (Michigan);
Dover, NH (New Hampshire); Durham, NC (North Carolina); Edina, MN
(Minnesota); Edison, NJ (New Jersey); Ellicott City, MD (Maryland);
Fayetteville, SC (South Carolina); Florence, SC (South Carolina);
Fort Lauderdale, FL (Florida); Fort Wayne, IN (Indiana); Fort
Worth, TX (Texas); Gainsville, FL (Florida); Glen Allen, VA
(Virginia); Glendale, CA (California); Greensboro, NC (North
Carolina); Greenwood Village, CO (Colorado); Hartford, CT
(Connecticut); Houston, TX (Texas); Huntsville, AL (Alabama);
Indianapolis, IN (Indiana); Irvine, CA (California); Jacksonville,
FL (Florida); Johnson City, TN (Tennessee); Kansas City, KS
(Kansas); La Jolla, CA (California); Lexington, KY (Kentucky); Los
Angeles, CA (California); Louisville, KY (Kentucky); Lutherville,
MD (Maryland); Madison, WI (Wisconsin); Memphis, TN (Tennessee);
Miami, FL (Florida); Milwaukee, WI (Wisconsin); Minneapolis, MN
(Minnesota); Nashville, TN (Tennessee); New York, NY (New York);
None; Norwood, OH (Ohio); Omaha, NE (Nebraska); Orlando, FL
(Florida); Palm Desert, CA (California); Paramus, NJ (New Jersey);
Parsippany, NJ (New Jersey); Philadelphia, PA (Pennsylvania);
Phoenix, AZ (Arizona); Pittsburgh, PA (Pennsylvania); Plano, TX
(Texas); Plymouth Meeting, PA (Pennsylvania); Portland, ME (Maine);
Portland, OR (Oregon); Radnor, PA (Pennsylvania); Raleigh, NC
(North Carolina); Richmond, VA (Virginia); Rochester, NY (New
York); Rockville, MD (Maryland); Rolling Meadows, IL (Illinois);
Rye Brook, NY (New York); Sacramento, CA (California); Salt Lake
City, UT (Utah); San Antonio, TX (Texas); San Diego, CA
(California); San Francisco, CA (California); San Ramon, CA
(California); Schaumburg, IL (Illinois); Scottsdale, AZ (Arizona);
Seattle, WA (Washington); Southfield, MI (Michigan); St. Louis, MO
(Missouri); Syosset, NY (New York); Tampa, FL (Florida); Toledo, OH
(Ohio); Tupelo, MS (Mississippi); US All Regions; US Midwest; US
Northeast; US Southeast; US Southwest; US West; Vienna, VA
(Virginia); Virginia Beach, VA (Virginia); Walnut Creek, CA
(California); Washington, DC (District of Columbia); Westlake
Village, CA (California); White Plains, NY (New York); Windsor, CT
(Connecticut); Woodmere, OH (Ohio)
**Work Arrangement:** Work from Home
**Relocation assistance:** : is not available for this
opportunity.
**Pay Range:** $20.82 - $31.20
**Bonus Potential:** 5%
**Requisition #:** 69290
**The Role at a Glance:**
As the Sr. Client Support Operations Representative, you will
perform and deliver on routine and progressively more non-routine
assignments for Lincoln's Executive Benefit's area, independently
in accordance with established procedures and guidelines. You will
provide high-level service to distribution partners supporting new
business, case management, and post-issue activities.
\#LI-Remote
**What you'll be doing:**
+ Administers all aspects of life insurance policy changes
including: service agency changes, premium payments, fund
transfers, policy disbursements, beneficiary/owner changes, address
changes, etc.
+ Approves routine exceptions to process transactions as
appropriate. Escalates non-routine and/or highly complex exceptions
to management.
+ Maintains knowledge of departmental procedures, systems, and
guidelines; must maintain knowledge of all channels, workflows,
products, and functions; educates internal and/or external
customers when appropriate.
+ Proactively builds relationships with internal and/or external
business partners through prioritization of issues, active
communication, and achievement of quality and service
standards.
+ Processes all aspects of life insurance applications ensuring
adherence to compliance/legal standards and state/federal
regulations.
+ Supports department on additional projects and/or tasks as
assigned.
+ Supports departmental utilization of AWD which may include
indexing, scanning, and creating work items.
**What we're looking for:**
_Must-haves:_
+ Undergraduate degree or 3 - 5 years of life insurance customer
service/support that directly aligns with the specific
responsibilities of this position. Insurance industry work
experience, educational orientation in Business Administration,
Accounting or Finance is preferred
+ A demonstrated track record of consistently meeting and/or
exceeding expectations; possesses a bias for action
+ Drives performance targets to completion
+ Must complete SIE and Series 6 exams within 6 months after hire
date
_Nice-to-haves:_
+ Strong customer service and communication skills
+ Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint,
Outlook)
+ Ability to use applicable computer systems/applications to
complete duties of the role
**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
+ Competitive 401K and employee benefits
(https://hrdirectdocs.lfg.com/misc/HR/Recruiting/BenefitsResourcesGuide.pdf)
+ 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
**Work Arrangement**
Work from Home : Employees will work from home and are not required
to work in a Lincoln office on a regular basis.
**Lincoln will evaluate the following when setting the successful
candidate's wage rate:**
--- Prior work or industry experience.
--- Education level to the extent education is relevant to the
position.
--- Unique skills
**About The Company**
Lincoln Financial Group, a Fortune 200 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 customer's lifestyles and
retirement outcomes.
Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is
the marketing name for Lincoln National Corporation (NYSE: LNC) and
its affiliates. The company had $324 billion in end-of-period
account values as of June 30, 2021.
Ranked one of the Best Large Employers in America and Best
Employers for Women by _Forbes_ magazine as well as one of
_Newsweek's_ Most Responsible Companies, Lincoln Financial Group
makes a serious investment in our employees' futures through a
broad range of wealth accumulation and protection plans, health and
wellness programs, and career development resources designed to
help each individual reach their personal and professional
goals.
Lincoln is committed to creating a diverse and inclusive
(https://www.lfg.com/public/aboutus/companyoverview/diversityinclusion?audience\_page\_id=1422918942386)
environment and is proud to be an equal opportunity employer. All
qualified applicants will receive consideration for employment
without regard to race, color, religion, gender, gender identity or
expression, sexual orientation, national origin, genetics,
disability, age, or veteran status.
Lincoln Financial Group is a committed corporate citizen included
on major sustainability indices including the Dow Jones
Sustainability Index North America and FTSE4Good. Dedicated to
diversity and inclusion, we earned perfect 100 percent scores on
the Corporate Equality Index and the Disability Equality Index.
Follow us on Facebook
(http://www.facebook.com/lincolnfinancialgroup) , Twitter
(https://mobile.twitter.com/lincolnfingroup) , LinkedIn
(https://www.linkedin.com/company/4307?trkInfo=tas%3Alincoln+financial%2Cidx%3A3-1-3&trk=tyah)
, and Instagram (https://www.instagram.com/lincolnfingroup/) . Sign
up for email alerts at http://newsroom.lfg.com
**Be Aware of Fraudulent Recruiting Activities**
If you are interested in a career at Lincoln, we encourage you to
review our current openings and apply on our website. Lincoln
values the privacy and security of every applicant and urges all
applicants to diligently protect their sensitive personal
information from scams targeting job seekers. These scams can take
many forms including fake employment applications, bogus interviews
and falsified offer letters.
Lincoln will not ask applicants to provide their social security
numbers, date of birth, bank account information or other sensitive
information in job applications. Additionally, our recruiters do
not communicate with applicants through free e-mail accounts
(Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat
rooms. We will never ask applicants to provide payment during the
hiring process or extend an offer without conducting a phone, live
video or in-person interview. Please contact Lincoln's fraud team
at fraudhotline@lfg.com if you encounter a recruiter or see a job
opportunity that seems suspicious.
**Additional Information**
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, Veteran 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.
This Employer Participates in E-Verify. See the E-Verify
(https://www.e-verify.gov) notices.
Este Empleador Participa en E-Verify. Ver el E-Verify
(https://www.e-verify.gov/es) avisos.
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.
Opportunities throughout LFG are available to employees and
applicants and are evaluated on the basis of job qualifications. We
have a drug free work environment and we perform pre-employment
substance abuse testing.
Keywords: Lincoln Financial Group, Schaumburg , Sr. Client Support Operations Representative, Executive Benefits, Other , Schaumburg, Illinois
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