Social Security Claims Specialist

Lincoln Financial•Radnor, PA
•$23 - $32•Remote

About The Position

The Social Security Claims Specialist joins Lincoln Financial’s Financial Services Organization supporting Group Protection. The role independently handles routine and non-routine Social Security Disability Insurance (SSDI) assignments in accordance with established procedures and guidelines. The specialist acts as a liaison among internal benefits teams, claimants, and legal representatives; explains SSDI benefits and how they coordinate with disability insurance policies; and monitors claims until a final Social Security decision is received. The position is available as a work-at-home role for employees residing outside a commutable distance to an office, or at listed alternate locations in Canonsburg, Pennsylvania; Fort Wayne, Indiana; Greensboro, North Carolina; Hartford, Connecticut; and Omaha, Nebraska. Relocation assistance is not available. The pay range is $23.13–$31.93, with anticipated new-hire pay between the minimum and midpoint. The role may be eligible for a discretionary Annual Incentive Program and other rewards, including Lincoln’s standard benefits package.

Requirements

  • High school diploma or GED, or a minimum Associate degree in lieu of required experience.
  • Strong written and verbal communication skills.
  • Ability to work across multiple systems, databases, platforms, and software.
  • Ability to adapt and remain flexible as business needs change.

Nice To Haves

  • Two to three years of claims or other insurance operations experience directly aligned with the role; candidates with an Associate degree or above may have zero to one year of aligned experience.
  • Ability to problem-solve and make independent decisions while providing compassionate customer service.
  • Research and data-entry experience in a fast-paced environment.
  • Proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, and Outlook.

Responsibilities

  • Deliver routine work independently, following established procedures and guidelines, on time and within deadlines.
  • Apply and expand role knowledge to increasingly complex situations.
  • Review and interpret disability insurance policies, particularly provisions regarding other income and offsets.
  • Contact and educate claimants eligible for SSDI, explaining differences and coordination between disability policy benefits and Social Security Administration benefits and adjudication.
  • Provide initial guidance and ongoing communication regarding claimants’ Social Security responsibilities and follow-up items until a final determination is made.
  • Accurately post Social Security offsets in applicable systems.
  • Develop and maintain working relationships with SSDI vendors and claimant attorneys.
  • Work with internal benefits and claims teams, providing information and updates about Social Security eligibility and determinations.
  • Investigate issues, identify root causes, and recommend solutions to improve operational effectiveness.
  • Maintain and update knowledge of SSDI guidelines and departmental policies and procedures.

Benefits

  • The role may be eligible for the discretionary Annual Incentive Program.
  • Other rewards may include long-term incentives and sales incentives.
  • Lincoln’s standard benefits package.
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