Lincoln Financial Group

Svc Procr, DAC Intake Team

Posted on: 28 Mar 2021

Fort Wayne, IN

Job Description

Alternate Locations: Concord, NH (New Hampshire); Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Hartford, CT (Connecticut); Omaha, NE (Nebraska)

Relocation assistance is not available for this opportunity.

Level: N2-1

Requisition 65086

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

The Service Processor for the Direct Appointment and Contracting (DAC) Intake team will perform and deliver on routine assignments for his/her assigned area(s) of responsibility independently in accordance with established procedures/guidelines.

Duties and Responsibilities

* Applies core knowledge obtained for the role to effectively communicate verbally and in written form with internal/external stakeholders while maintaining a professional demeanor in all interactions.
* Delivers routine work independently, in accordance with established procedures and guidelines, in a timely manner and meets deadlines appropriately.
* Escalates issues/concerns to more senior team members and/or management.
* 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 task by applying core knowledge obtained from the role and acquires increasingly more knowledge to apply in the role.
* 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.
* Recognizes general issues/concerns and suggests process improvements.
* 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.

Education

* High School or GED - Minimum Required

Experience

* 0 - 1+ Years of experience that directly aligns with the specific responsibilities for this position (Required)

Other Skills and Abilities

* Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
* 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.
* Successfully completes regulatory and job training requirements.

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: Fort Wayne
Job Segment: Law, Compliance, Change Management, Legal, Management

Lincoln Financial Group

Radnor Twp, PA

Lincoln National Corporation, through its subsidiaries, operates multiple insurance and retirement businesses in the United States. It operates through four segments: Annuities, Retirement Plan Services, Life Insurance, and Group Protection. The Annuities segment offers variable, fixed, and indexed variable annuities. The Retirement Plan Services segment provides employers with retirement plan products and services primarily in the defined contribution retirement plan marketplace. This segment offers individual and group variable annuities, group fixed annuities, and mutual fund-based programs; and a range of plan services, including plan recordkeeping, compliance testing, participant education, and trust and custodial services.

The Life Insurance segment provides life insurance products, including term insurance, such as single and survivorship versions of universal life insurance; variable universal life insurance; and indexed universal life insurance products; and a critical illness rider. The Group Protection segment offers group non-medical insurance products comprising short and long-term disability, statutory disability and paid family medical leave administration and absence management services, term life, dental, vision and accident, and critical illness benefits and services to the employer marketplace through various forms of employee-paid and employer-paid plans.

The company distributes its products through consultants, brokers, planners, agents, financial advisors, third-party administrators, and other intermediaries. Lincoln National Corporation was founded in 1905 and is headquartered in Radnor, Pennsylvania.