Lincoln Financial Field Careers – Business Case Manager

Website Lincoln Financial

Job Description:

As a Life New Business Sr. Case Manager, you will perform and deliver on progressively non-routine assignments for Lincoln’s Life Underwriting & New Business area – independently in accordance with established procedures/guidelines.

Job Responsibilities:

  • Shares knowledge with less experienced team members with complex problems and/or less routine questions.
  • Confirms agent licensing/appointment meets guidelines and is valid at the time of solicitation through policy placement.
  • 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.
  • 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 closely with underwriting team to communicate on casework and achieve goals.
  • Shares a diverse range of knowledge and information and/or enables less experienced team members to perform their assignments.
  • Independently evaluates submitted forms for: appropriate version and ensures all pages of the form received, proper signatures, and ensures cash with application guidelines are met.
  • Accurately enters new case data and policy updates into appropriate systems.
  • Meets or exceeds departmental quality and service standards.
  • Mentors less experienced team members without supervision.
  • Examines paperwork for completeness, accuracy, and compliance with state regulations at the time of solicitation through policy placement.
  • Supports and promotes change management and/or departmental/enterprise initiatives

Job Requirements:

  • Ability to execute efficiently with high quality
  • Highly responsive to incoming requests
  • 3 – 5+ Years of general of experience case management/case processing – Life New Business preferred
  • Strong communication skills
  • Ability to build trusting relationships

Job Details:

Company: Lincoln Financial

Vacancy Type: Full Time

Job Location: Greensboro, NC, US

Application Deadline: N/A

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