Lincoln Financial Field Careers – (IGO) Reviewer

Job Description:

As the In Good Order (IGO) Reviewer, you will be responsible for reviewing producer submission requests per standard procedures and provide clear, concise, written instructing using the AWG IGO Review Template for processing. You will document exception handling notes to ensure accurate processing. You will also identify submissions that are not in good order (NIGO) and research and resolve NIGO items to avoid processing delays. If this sounds like a role for you, please read on!

Job Responsibilities:

• You will manage escalations that have been flagged for immediate resolution and processing, exhibiting intermediate critical thinking and problem-solving skills to effectively assist internal/external customers while demonstrating flexibility, adaptability, comfort with ambiguity and responsiveness to meet customer needs.
• You will review, research and resolve producer submission requests in a fast-paced, high-volume, production driven environment. You will be responsible to accurately sequencing work appropriately before sending it to the processing area based on standard procedures (i.e. Due Diligence).
• You will send outstanding requirements (OSR) and/or coordinate the most effective method of outreach to the agent/producer depending on channel requirements for outstanding items. You communicate effectively with internal/external stakeholder while maintaining a professional demeanor in all interactions.
• You will provide customer service, recognize what needs to be done to meet needs and demonstrate flexibility and responsiveness to meet those needs.
• You will recognize and research issues/concerns and suggest process improvements.

Job Requirements:

• High School Diploma or GED or minimum Associate degree in lieu of required experience.
• Ability to evaluate information and the implications of a course of action or solution.
• Excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.
• Knowledge of Producer Solutions Operations.
• Ability to maneuver through multiple systems/databases/platforms/software.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• 2-3 Years of Client Customer Support and Operations experience that aligns with the specific responsibilities for this position.
• Ability to be adaptable/flexible as business needs change.
• Excellent written and verbal communication skills.

Job Details:

Company: Lincoln Financial

Vacancy Type: Full Time

Job Location: Fort Wayne, IN, US

Application Deadline: N/A

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