Executive Benefits Associate

Lincoln Financial•Hartford, CT

7d•$41,250 - $66,000•Remote

About The Position

We are excited to bring on an Executive Benefits Associate to join our Life Specialty Products and Solutions organization in a work from home environment. As the Executive Benefits Associate, you will perform and deliver on routine and progressively more non-routine assignments for Lincoln’s Executive Benefits area, independently in accordance with established procedures and guidelines. You will provide high-level service to internal and external stakeholders, administrating business operations for the Executive Benefits area, including but not limited to processing premium payments, renewals, and fund transfers.

Requirements

4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's).
0-1+ Years experience in life insurance customer service/support that directly aligns with the specific responsibilities for this position.
Demonstrated track record of consistently meeting and/or exceeding expectations.
Possesses a bias for action and drives performance targets to completion.
Excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

Nice To Haves

3-5+ years of life insurance experience and/or education aligned with Business Administration.
Strong customer service experience including strong written and verbal communication skills.
Ability to use applicable computer systems/applications to complete the duties of the role.

Responsibilities

Process post-issue transactions accurately, according to procedures and within given turn-around times.
Perform and deliver on routine assignments/projects while simultaneously leveraging and applying knowledge in situations requiring analysis /critical thinking.
Effectively organize and manage priorities to best execute on current workload.
Provide prompt resolutions to internal/external business partners.
Maintain knowledge of departmental procedures, systems, and guidelines.
Maintain knowledge of all workflows, products, functions, and contacts with the ability to educate internal and/or external customers when appropriate.
Provide customers with accurate explanations on research, transactions, reporting or ad hoc EB requests to ensure customers fully understand the information and outcome.
Assist with handling priority cases.
Build and maintain a network of internal/external contacts to perform case research and respond in a timely manner.
Utilize all available reporting and resources to conduct research, quality review and provide answers to customer requests.
Respond efficiently and professionally to roadblocks while remaining dedicated to achieving team and departmental goals.
Proactively build and maintain relationships with internal and/or external business partners through clear and active communication, prioritization of issues, execution, and delivery of high-quality service.
Identify risks and financial implications and communicate to management and/or team members.
Follow all state, regulatory and compliance guidelines as required by the job.
Comply with all company and site policies and procedures.
Identify and recommend process improvements that will create efficiencies and/or help eliminate errors and enhance customer experience.
Actively participate and collaborate in new initiatives and/or projects impacting the team.
Support and promote change management of departmental/enterprise initiatives within assigned area of responsibility.