Address
SalaryDate: Mar 15, 2024
Primary Location: Radnor, PA, US
Company: Lincoln Financial
Alternate Locations: Work from Home
Work Arrangement:
Hybrid/Flexible : Work at home and use the office as appropriate for in-person collaboration.
Relocation assistance: is not available for this opportunity.
Requisition #: 72919
The Role at a Glance
We are excited to bring on an Associate of New Business Implementation to join our Group Protection Operations Team, supporting our New Business Implementation Team, working remotely.
As part of Lincoln’s new Local Market strategy, Lincoln is working to change the way we implement our U100 business. This role will be working to onboard Group Products for New Business customers and customers adding new lines of business.
As an Associate of New Business Implementation, you manage the implementation of assigned client group segment through hand-off to service which includes initial system configuration, partnering with internal stakeholders to ensure “claims ready” customer set up, through the generation of first invoice and finalizing contract drafts.
What you'll be doing
- Review sold case submission to ensure all required information is received to begin successful implementation and coordinate with internal partners in a timely fashion to secure any missing information.
- Manage the case installation process for basic plans, while directing internal partners & managing appropriate expectations with clients/brokers, as needed.
- Educate customers, via appropriate channels, regarding implementation timelines and proactively provides status updates as needed.
- Successfully navigate multiple systems to ensure accurate and timely system installation.
- Maintain knowledge about respective market segment GP product offerings. Comfortable participating in discussions about the products and services offered by Lincoln as needed.
- Identify participation, guarantee issue, billing, contractual and eligibility requirements using general underwriting guidelines.
- For New Lines of Coverage (NLOC), partner with internal stakeholders to evaluate needed information to amend contracts as requested by customers and/or external stakeholders including the quoting and submission of final amendments for processing.
- Recommends process improvements that will enhance current process, reduce redundancy, help eliminate errors and enhance the customer experience
What we’re looking for
Must-haves:
- 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) (Minimum Required)
- 1-2+ Years of experience in Customer Service, product and/or service implementation and/or project management. (Required)
- Proficiency with MS Office (Word, Excel, Power point)
Nice-to-haves:
- 2+ years of experience with Group Protection Products (Life, Disability, Dental, Vision, Supplemental Health)
- 2+ years of experience in customer onboarding, system configuration, contracts, and/or member maintenance
- 2+ years of progressively responsible experiences
- Experience using technology such as ARDIS, Converge, One Note and Salesforce.
- Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.
- Demonstrates solid relationship management skills with internal clients (e.g. management, peers and colleagues).
- Demonstrates strong interpersonal skills with a collaborative style.
- Ability to work with others in a team environment.
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
- 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
Pay Range: $42,300 - $75,500
Actual base pay could vary based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln’s total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln’s standard benefits package.
About The Company
Lincoln Financial Group helps people to plan, protect and retire with confidence. As of Dec. 31, 2023, approximately 17 million customers trust our guidance and solutions across four core businesses – annuities, life insurance, group protection and retirement plan services. As of December 31, 2023, the company had $295 billion in end-of-period account balances, net of reinsurance. Headquartered in Radnor, Pa., Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. Learn more at LincolnFinancial.com.
Lincoln is committed to creating a diverse and inclusive 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.
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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.
