• Initiation Representative - Full Time - offering $1700 sign-on bonus (work from home availability)

    Lincoln Financial Group Charlotte, NC 28230

    Job #1781622842

  • Alternate Locations: Atlanta, GA (Georgia); Charlotte, NC (North Carolina); Dover, NH (New Hampshire); Omaha, NE (Nebraska); Phoenix, AZ (Arizona); US All Regions; Work from Home

    Work Arrangement: Work from Home

    Relocation assistance is not available for this opportunity.

    Level: N2-1

    Requisition #: 65327

    About The Company

    Lincoln Financial Group, a Fortune 250 company with over 10,000 employees, provides advice and solutions that help empower Americans to take charge of their financial lives with confidence. Our core business areas - Life Insurance, Annuities, Retirement Plan Services and Group Protection - focus on supporting, preserving and enhancing over 17 million customer's lifestyles and retirement outcomes.

    Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. The company had $238 billion in assets under management as of December 31, 2018.

    Ranked one of the Best Large Employers in America by Forbes magazine, Lincoln Financial Group makes a serious investment in our employees' futures through a broad range of wealth accumulation and protection plans, health and wellness programs, and career development resources designed to help each individual reach their personal and professional goals.

    Be Aware of Fraudulent Recruiting Activities

    If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.

    Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at ~~~ if you encounter a recruiter or see a job opportunity that seems suspicious.

    The Role at a Glance

    We are excited to bring on Telephonic Initiation Representatives to join our claimant excellence team supporting Group Protection in our Atlanta, GA; Charlotte; NC; Omaha, NE; Phoenix, AZ; Dover, NH offices as well as work from home opportunities (excluding Colorado) available for thosse outside of one of our key cities.

    Background Details

    The Claimant Excellence Team will provide you with several weeks of paid training, coaching and development to perform in this fast-paced environment.

    As a Telephonic Initiation Representative, you will be responsible for handling the initiation of short-term disability claims as well as Federal Medical Leaves in a call center environment. You will act as the first point of contact for our customers and will provide a positive customer experience during their specific challenge. As a member of the team, you will educate the customer on the purpose of their call, file their claim/leave telephonically and advise of next steps in the process. This opportunity will provide insight into the world of group insurance administration while gaining new skills through a defined career pathing and development program. If this sounds like a role for you, please read on!

    What you'll be doing

    • Communicate with roughly 30-40 customers throughout the day, intake the initial information for their claim through data entry and triage leaves/claims to appropriate individuals through the utilization of multiple applications and platforms.

    • Provide education to the customer/employer regarding the product (primary products: short-term disability & federal medical leaves/additional products: long-term disability & life claims) while having a strong focus on attention to detail to ensure the claim/leave is created appropriately.

    • Communicate effectively through email/phone with internal/external stakeholders in a customer centric and professional demeanor while recognizing what needs to be done to meet customers' expectations and demonstrates flexibility/responsiveness to meet customer needs on routine work independently.

    • Identifies, recommends and champions process improvements and organizational initiatives to positively influence the team and quality.

    What we're looking for

    Must-have experience (Required):

    • High School Diploma or GED

    • 0-1+ years of administrative support, customer service and/or data entry that directly with the specific responsibilities for this position

    • Ability to communicate effectively (verbal/written)

    • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

    Nice-to have Experience (Preferred):

    • Data entry and research experience in a fast-paced environment

    • Call center experience

    What's it like to work here

    At Lincoln Financial Group, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.

    What's in it for YOU:

    • A clearly defined career framework to help you successfully manage your career

    • Leadership development and virtual training opportunities

    • Paid Time Off

    • Parental leave

    • Competitive 401K and employee benefits

    • Free financial counseling, health coaching and employee assistance program

    • Tuition assistance program

    • A leadership team that prioritizes your health and well-being; offering a remote work environment through October, 2021

    • Effective productivity/technology tools and training

    Work Arrangement:

    Work from Home : Employees will work fully from home. Their job will not require the employee to come into the office, unless for special circumstances.

    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.

    Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees.

    Lincoln Financial Group ("LFG") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information. Applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling ~~~.


    Lincoln Financial Group ("LFG") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information. Opportunities throughout LFG are available to employees and applicants and are evaluated on the basis of job qualifications. We have a drug free work environment and we perform pre-employment substance abuse testing.

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