Posted: Tuesday, June 20, 2017 7:27 AM
Alternate Locations: Omaha, NE (Nebraska)
Relocation assistance is not available for this opportunity.
About the Company
Lincoln Financial Group provides advice and solutions that help empower Americans to take charge of their financial lives with confidence and optimism. Today, more than 17 million customers trust our retirement, insurance and wealth protection expertise to help address their lifestyle, savings and income goals, as well as to guard against long:term care expenses. Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE:LNC) and its affiliates. The company had 222 billion in assets under management as of March 31, 2015.
This position will perform and deliver on routine assignments for his/her assigned area(s) of responsibility independently in accordance with established procedures/guidelines. S/he is responsible for the quoting process from Request for Quote (RFQ) system entry to determining the rate for a group based on the benefits requested.
:Analyzes and enters quote request information, census data and refers risks exceeding delegated authority with recommendation for actions to the Underwriter.
:Configures, calculates formulas, and manipulates census data.
:Develops and maintains professional relationships with the appropriate internal stakeholders.
:Maintains customer confidence by keeping all information confidential to protect company operations.
:Performs quote processing accurately and completely including: verifying and/or entering the plan design, verifying the industry of the group and importing the census data into the quoting system.
:Recognizes what needs to be done to meet the customers needs and demonstrates flexibility and responsiveness by communicating with others inside and outside the process to generate customer satisfaction.
:0 : 1+ Years of Customer Service experience that directly aligns with the specific responsibilities for this position(Required)
:High School or GED (Minimum Required)
:Prior experience in administrative support preferred
:Intermediate proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)
:Insurance experience preferred
:A demonstrated track record of consistently meeting and/or exceeding performance expectations
:Possesses a bias for action and avoids workplace distractions
:Drives performance targets to completion
This position may be subject to Lincoln's 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 Lincoln's current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.
• Location: Omaha
• Post ID: 8949798 omaha