Job Description

Alternate Locations: Dover, NH (New Hampshire)

Relocation assistance is not available for this opportunity.

Level: N3-1

Requisition 65047

About the Company

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.

Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. The company had $238 billion in assets under management as of December 31, 2018.

Ranked one of the Best Large Employers in America by Forbes magazine, 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.

General Purpose of Job

This position will be responsible for managing the calculation and recovery of offsets, settlements and overpayments of disability claims. In this role, you will gather financial and other relevant information from customers, claimants, claims case managers, and vendors to calculate overpayments and negotiate timely, appropriate repayment arrangements and settlements.

Duties and Responsibilities

Anticipate and pro-actively identify claims with potential benefits based on other income sources and establish offsets within the system. Document, update and maintain claims accurately in defined tracking system with key dates and outcomes.

Collaborate with identified contact (DCMs, vendors, ASM, etc.) via email and telephone/Lync to resolve issues and improve customer efficiencies.

Analyze and calculate complex financial payments (VDI, variable tax, etc.) from customers, claimants, Disability Case Managers (DCM) and vendors. Interpret policy/contract provisions, calculation modes, benefit offset options, and work earnings.

Performs task by applying core knowledge obtained from the role and acquires increasingly more knowledge to apply in the role. Provides quality service at goal (or higher) and achieve production goals set for each daily task performed.

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

Consult with claimants and customers to explain calculations and collection processes. Negotiate settlements and repayment plans while keeping within state and federal debt and collection guidelines.

Delivers and fosters a customer centric approach by providing value to customers beyond their expectations that demonstrates the priority of the customers needs and promise executes on follow-up.

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

Undergraduate degree or 4+ years of comparable work experience

1-3+ years of experience in life/disability/dental claims or financial services experience 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. 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.

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Nearest Major Market: Dover
Job Segment: Financial, Law, Claims, Compliance, Change Management, Finance, Legal, Insurance, Management