Jobs at Lincoln Financial Field – Sr. Client Support Ops

Website Lincoln Financial

Job Description:

As the Sr. Customer Support Specialist, you will perform and deliver on routine and progressively more non-routine assignments for Lincoln’s Executive Benefit’s area, independently in accordance with established procedures and guidelines. You will provide high-level service to distribution partners supporting new business, case management, and post-issue activities.

Job Responsibilities:

  • Supports departmental utilization of AWD which may include indexing, scanning, and creating work items.
  • Maintains knowledge of departmental procedures, systems, and guidelines; must maintain knowledge of all channels, workflows, products, and functions; educates internal and/or external customers when appropriate.
  • Proactively builds relationships with internal and/or external business partners through prioritization of issues, active communication, and achievement of quality and service standards.
  • Processes all aspects of life insurance applications ensuring adherence to compliance/legal standards and state/federal regulations.
  • Supports department on additional projects and/or tasks as assigned.
  • Administers all aspects of life insurance policy changes including: service agency changes, premium payments, fund transfers, policy disbursements, beneficiary/owner changes, address changes, etc.
  • Approves routine exceptions to process transactions as appropriate. Escalates non-routine and/or highly complex exceptions to management.

Job Requirements:

  • Strong customer service and communication skills
  • A demonstrated track record of consistently meeting and/or exceeding expectations; possesses a bias for action
  • Must complete SIE and Series 6 exams within 6 months after hire date
  • Drives performance targets to completion
  • Ability to use applicable computer systems/applications to complete duties of the role
  • Undergraduate degree or 3 – 5 years of life insurance customer service/support that directly aligns with the specific responsibilities of this position. Insurance industry work experience, educational orientation in Business Administration, Accounting or Finance is preferred
  • Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

Job Details:

Company: Lincoln Financial

Vacancy Type: Full Time

Job Location: Hartford, CT, US

Application Deadline: N/A

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