Job Description

Alternate Locations: Greensboro, NC (North Carolina); Hartford, CT (Connecticut); Work from Home

Relocation assistance is not available for this opportunity.

Level: N4-1

Requisition 65565

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

As the TeleApp Specialist, you will perform and deliver on routine and progressively more non-routine assignments for Lincoln's Life Underwriting & New Business, working independently in accordance with established procedures/guidelines. S/he will conduct interviews of applicants for complex and non-routine life insurance applications via telecommunications in accordance with established procedures and guidelines, in a timely manner and meeting departmental quality/production standards for his/her assigned areas of responsibility. In addition, s/he will enable less experienced team members perform assignments.

The hours for this position are: Monday - Friday 12pm - 9pm Eastern Standard Time.

Duties and Responsibilities

Accurately enters and/or updates complex and non-routine new case applicant information data into appropriate new business system(s).

Communicates in a clear and concise manner to convey complex and non-routine, sensitive or technical information while adhering to HIPAA and corporate privacy guidelines.

Communicates to management on recognized trends of issues and/or concerns.

Completes required professional development in order to maintain active and current state life insurance licenses as appropriate.

Conducts interviews of applicants for complex and non-routine life insurance applications via telecommunications in accordance with established procedures and guidelines, in a timely manner and meeting departmental quality/production standards.

Escalates complex issues/concerns to management.

Examines complex and non-routine life insurance new business documents for completion with a high level of accuracy while meeting department standards and customer expectations.

Makes routine and progressively more non-routine decisions independently, in accordance with established procedures and guidelines.

Meets or exceeds departmental quality and service standards.

Obtains needed life insurance information from internal/external stakeholders as needed.

Performs a diverse range of tasks/transactions related to common programs and services by directly applying expanded knowledge obtained from the role in increasingly more complex situations.

Provides customer service to internal/external stakeholders, recognizes what needs to be done to meet needs and demonstrates flexibility and responsiveness to meet those needs.

Provides timely responses to complex and non-routine life insurance inquiries in accordance with established procedures and guidelines.

Recognizes general issues/concerns and suggests process improvements.

Shares a diverse range of knowledge and information and/or enables less experienced team members to perform his/her assignments.

Shares knowledge with less experienced team members and provides and provides responses and a diverse range of information to team members non-routine life insurance questions without supervision.

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

Works independently delivering on routine but progressively more non-routine work, in accordance with established procedures and guidelines in a timely manner and meets deadlines appropriately.

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.

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.

Education

High School diploma or GED or minimum Associate degree in lieu of required experience. - Minimum Required

Certifications

Resident State Life & Health -180 Days

Experience

3 - 5+ Years of insurance application processing experience aligned with the responsibilities for this position. (Required ),0 - 1+ Years For candidates with an Associate's Degree or above, 0-1 year of insurance application processing experience that directly aligns with the specific responsibilities for this 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. 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: Greensboro
Job Segment: Telecom, Telecommunications, Underwriter, Law, Compliance, Insurance, Technology, Legal