Posted: Tuesday, June 13, 2017 5:03 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.
The Case Management Administrator II will assist Case Managers by independently coordinating with internal partners on routine and non:routine case management activities from point of sale through completion of the implementation and onboard process for group insurance products. This role is a customer:facing internal liasion with the client on sold cases and is accountable for creating an exceptional customer: centric experience for GP clients and brokers on cases of less than 100 lives.
Delivers routine and non:routine work independently, in accordance with established procedures and guidelines, in a timely manner and meets deadlines appropriately
Makes routine and non:routine decisions, applying limited but increasingly more discretion within the role except for matters of significance which affect the business as a whole or a significant part of it, in accordance with established procedures and guidelines.
Provides a diverse range of information and performs a diverse range of tasks/transactions related to common programs and services.
Applies expanded knowledge obtained from the role in increasingly more complex situations and continues to acquire more knowledge in the role.
Supports and promotes change management and/or departmental/enterprise initiatives within assigned area(s) of
Works overtime as needed
Meets or exceeds departmental quality and service standards.
Coordinates independently with brokers and client group administrators to obtain and validate a diverse range of information to be submitted to internal partners for installation pf group insurance products.
Liases with field management, home office management, brokers, clients and internal business units to achieve a positive client experience during the presale, sale, onboard/implementation phase.
Assists with the coordination of acquiring applications, licensing, commission agreements, process documents and other pertinent materials in compliance with company procedures. Applies intermediate knowledge to ensure accuracy and completeness of documentation. Effectively communicates and partners with internal and external customers to timely resolve issues and discrepancies.
Coordinates with Lincoln's internal marketing department to deploy all LFG pre:marketing and communication materials.
Fosters positive and productive relationships with both new and existing internal and external customers.
Provides customer feedback to internal business partners to facilitate transparency and actively support GP's customer:centric business model.
Post enrollment, this role delivers case output to customers and seamlessly transitions customers to Lincoln Financial Group's service model.
High School or GED
2 :3 years of experience in enrollment and onboarding case management of group insurance products.
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 Politic
• Location: Omaha
• Post ID: 9008463 omaha