Job Description

Alternate Locations: Atlanta, GA (Georgia); Charlotte, NC (North Carolina); Dover, NH (New Hampshire); Omaha, NE (Nebraska)

Relocation assistance is not available for this opportunity.

Hiring Manager: Michael Melliger

Level: N2-1

Requisition 65103

About The Company

Led by over 10,000 employees including you Lincoln Financial Group provides advice and solutions that help empower people to take charge of their financial lives with confidence and optimism. Today, more than 17 million customers trust our retirement, insurance and wealth protection expertise to help address their lifestyle, savings and income goals, as well as to guard against long-term care expenses.

General Purpose of Job

This position will perform and deliver on routine assignments for his/her assigned client service area(s) of responsibility independently in accordance with established procedures/guidelines. S/he serves as a direct point of contact for customers ensuring that good customer relations are maintained, and customer inquiries and concerns are resolved fairly and effectively.

Duties and Responsibilities

Delivers routine work independently, in accordance with established procedures and guidelines, in a timely manner and meets deadlines appropriately.

Documents customer interactions in appropriate system(s).

Escalates client service issues or concerns to senior team members and/or management.

Maintains customer confidentiality while complying with privacy regulations.

Makes routine & non-routine decisions under close supervision, applying limited 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.

Performs research to respond to customer inquiries.

Performs task by applying core knowledge obtained from the role and acquires increasingly more knowledge to apply in the role.

Provides accurate, timely information meeting the customer's needs through problem resolution.

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.

Recognizes general issues/concerns for assigned area(s), explains effect on the customer's service experience, and suggests process improvements.

Responds to and resolves customer inquiries meeting departmental quality and production standards.

Supports and promotes change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.

Works overtime as needed.

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.

Demonstrates ability to work in a fast-paced environment.

Demonstrates solid relationship management skills with internal and/or clients (e.g. management, peers, colleagues, customers, etc.).

Demonstrates strong interpersonal skills with a collaborative style.

Demonstrates strong organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.

Demonstrates the ability to use sound judgment and discretion regarding confidential information.

Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

Successfully completes regulatory and job training requirements.

Education

High School or GED - Minimum Required

Certifications

Dependent upon Product Being Sold -Upon Hire

Experience

0 - 1+ Years of general experience - need not be directly related to position (Required )

This position may be subject to Lincolns 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 Lincolns 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. 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.

This Employer Participates in E-Verify. See the E-Verify notices.

Este Empleador Participa en E-Verify. Ver el E-Verify avisos.

Nearest Major Market: Omaha
Nearest Secondary Market: Council Bluffs
Job Segment: Claims, Law, Compliance, Change Management, Insurance, Legal, Management