Lincoln Financial Jobs – Business Case Manager

Website Lincoln Financial

Job Description:

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

Job Responsibilities:

  • Examines documents for completeness, accuracy, and compliance with state regulations.
  • Resolves non-routine technical and business errors/issues in accordance with established procedures and guidelines.
  • Confirms agent licensing/appointment meets guidelines.
  • Provides customer service to internal/external stakeholders; recognizes what needs to be done to meet stakeholder needs and demonstrates flexibility and responsiveness to meet those requirements.
  • Recognizes and researches general issues/concerns and suggests process improvements.
  • Processes insurance applications independently from receipt to final status in accordance with established procedures and guidelines in a timely manner and meeting departmental quality/production standards.
  • Leverages experience and knowledge to work with customers and respond to requests
  • Resolves non-routine issues independently; escalates issues/concerns to more senior team members and/or management.
  • Accurately enters new case data into appropriate systems.
  • Makes routine & non-routine decisions, applying limited but increasingly more discretion within role except for matters of significance which affect the business as a whole or a significant part of it
  • Applies expanded knowledge to effectively and promptly communicate sensitive or technical information while adhering to HIPAA and corporate privacy guidelines.

Job Requirements:

  • Ability to execute efficiently with high quality
  • Highly responsive to incoming requests
  • 2 – 3+ Years of general of experience in customer service and/or case management/case processing – Life Insurance/New Business Processing preferred
  • Ability to build trusting relationships
  • Strong communication skills

Job Details:

Company: Lincoln Financial

Vacancy Type: Full Time

Job Location: Hartford, CT, US

Application Deadline: N/A

Apply Here

 Report Job