Lincoln Financial Group
Job title: Sr Svc Rep, Account Excellence Team Support
Company: Lincoln Financial Group
Job description: Alternate Locations: US All Regions
Hybrid/Common Days+ : Work 2-3 days a week in a Lincoln office with a designated workspace.
Relocation assistance: is not available for this opportunity.
Hiring Manager: Jim Hochadel
Requisition #: 71377
The Role at a Glance
We are excited to bring on an Account Management Support Representative to join our Group Protection Distribution Team supporting Workplace Solutions.
The Group Protection Distribution Team will help you grow your group benefits knowledge and establish strong partnerships (internally/externally) while working in this fast-paced environment.
As an Account Management Support Representative for Group Benefits, you will perform a variety of support activities and high volume, ongoing maintenance to client accounts for Account Excellence within the under 500 lives space. You will also respond to Account Excellence inquiries and provide timely resolution of issues. This opportunity will provide the ability to grow within the group insurance industry while gaining new skills and building strong working relationships. If this sounds like a role for you, please read on!
What you’ll be doing
- You will establish strong working relationships with Account Excellence while providing them support and lift to their daily duties for their customer needs.
- You will research, respond and resolve Account Excellence inquiries independently meeting departmental quality and production standard while providing accurate information in a timely manner for the Account Excellence.
- You will provide service to internal/external stakeholders, recognizing what needs to be done to meet Account Excellence customer needs while demonstrating flexibility.
- You will assist in the preparation for on-site client activities, including the preparation of summaries tailored to client specific plan design and rates.
- You will identify, recommend and champions process improvements and organizational initiatives to positively influence the team and quality.
- You will perform a diverse range of tasks/transactions while switching between multiple systems at one time
- You will perform high volume, routine ongoing customer maintenance activities, including but not limited to contact changes, standard forms, plan changes, marketing collateral and system privileges.
What we’re looking for
Must-have experience (Required):
- High School Diploma or GED
- 3 – 5+ Years of client/customer and/or account management support experience directly aligned to the specific duties of this role, or for candidates with an Associate degree or above, 0-1 year of experience stated above
- Ability to communicate effectively (verbal/written)
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
Nice-to have Experience (Preferred):
- Ability to work in a fast-paced environment with the ability to adapt as needed
- Ability to maneuver through multiple systems
- Comfortable working on a variety of routine tasks
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
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 and flexible work hybrid situations
Effective productivity/technology tools and training
Pay Range: $21.01 – $31.51
Actual base pay could vary based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln’s total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln’s standard benefits package.
About The Company
Lincoln Financial Group, a Fortune 200 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 $324 billion in end-of-period account values as of June 30, 2021.
Ranked one of the Best Large Employers in America and Best Employers for Women by Forbes magazine as well as one of Newsweek’s Most Responsible Companies, 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.
Lincoln is committed to creating a environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Lincoln Financial Group is a committed corporate citizen included on major sustainability indices including the Dow Jones Sustainability Index North America and FTSE4Good. Dedicated to diversity and inclusion, we earned perfect 100 percent scores on the Corporate Equality Index and the Disability Equality Index. Follow us on , , , and . Sign up for email alerts at
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 email@example.com if you encounter a recruiter or see a job opportunity that seems suspicious.
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, Veteran 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 260-455-2558.
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Location: Radnor, PA
Job date: Sun, 19 Mar 2023 08:55:59 GMT
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