Sr Servce Rep, Tele-App

Lincoln Financial • Charlotte, NC

3d • $26 - $36 • Remote

About The Position

In this role, you’ll help move life insurance applications from submission to approval by interviewing clients, gathering key information, and ensuring documents are complete and accurate. You’ll provide strong customer service and support—primarily over the phone—while assisting agents, applicants, and teammates with questions and issues. This role is ideal for someone who enjoys phone based work, problem solving, and staying organized in a fast paced, detail driven environment.

Requirements

• High School diploma or GED or minimum Associate degree in lieu of required experience. (Minimum Required)
• 0 - 1+ Years For candidates with an Associate's Degree or above, 0-1 year of Service or Call Center experience that directly aligns with the specific responsibilities for this position (Required)
• 3 - 5+ Years of Customer Service or Call Center experience aligned with the responsibilities for this position. (Required)
• Life & Health licensing required (for your resident state), or the ability to obtain licensing (for your resident state and the state of Florida) within 45 days of hire date.

Responsibilities

• You will conduct detailed interviews for complex life insurance applications and explain relevant medical terminology to clients.
• You sill support departmental and enterprise initiatives, promoting effective change management.
• You will meet or exceed quality, service, and productivity standards.
• You will work independently to complete routine and increasingly complex tasks within established procedures and deadlines.
• You will make appropriate decisions using established guidelines, escalating issues when needed.
• You will gather required information from internal and external stakeholders and accurately update applicant data in new business systems.
• You will review and validate new business documents for completeness and accuracy.
• You will provide clear, concise communication on complex or sensitive topics while adhering to privacy and HIPAA guidelines.
• You will respond to complex life insurance inquiries and provide knowledgeable support to team members.
• You will deliver customer service via email, phone queue, and Click to Chat.
• You will identify issues, report system concerns, and suggest process improvements.
• You will maintain active state life insurance licenses and complete required professional development.
• You will stay current with emerging technologies (eInterview, Click to Chat).

Benefits

• Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes
• Leadership development and virtual training opportunities
• PTO/parental leave
• Competitive 401K and employee benefits
• Free financial counseling, health coaching and employee assistance program
• Tuition assistance program
• Work arrangements that work for you
• Effective productivity/technology tools and training

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED