Lincoln Financial Group Hiring for Service Processor, Portability & Conversion at Salem, Oregon Full Time

Alternate Locations: Dover, NH (New Hampshire); Charlotte, NC (North Carolina); Omaha, NE (Nebraska); Work from Home

Work Arrangement:

Hybrid/Flexible : Work at home and use the office as appropriate for in-person collaboration.

Relocation assistance: is not available for this opportunity.

Requisition #: 74097

The Role at a Glance

We are excited to bring on a Service Processor, Portability & Conversion to join our member support team supporting Group Protection in our Atlanta, GA; Omaha, NE offices.

Background Details

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

As the Service Processor, Portability and Conversion, you will perform and deliver on routine assignments for your assigned area independently in accordance with established procedures/guidelines. You will accurately administer customer requests and systems/applications received from receipt to final status ensuring fair, ethical, and timely processing while adhering to policy provisions and state guidelines. If this sounds like a role for you, please read on!

What you’ll be doing

• Supports and promotes change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.

• Meets or exceeds departmental quality and service standards.

• Works overtime as needed.

• Delivers routine work independently, in accordance with established procedures and guidelines, in a timely manner and meets deadlines appropriately.

• Makes routine and non-routine decisions under close supervision, applying limited discretion within role except for matters of significance which affect the business as a whole or a significant part of it, in accordance with established procedures/guidelines.

• Performs task by applying core knowledge obtained from the role and acquires increasingly more knowledge to apply in the role.

• Processes received requests & applications

• Verifies completeness of forms and compliance with state guidelines.

• Research group policy provisions to determine employee eligibility for option requested

• Communicates with customers & internal resources to gather information for determining eligibility

• Sends letters with appropriate forms per state requirements including providing deadline for response back to Lincoln as needed.

• Sends letters regarding quote illustrations, missing information, and correct premium amounts; provides deadline for response back to Lincoln

• Sends Declination letters with associated reason and refund of premium as needed

• Sends Withdrawal letters if required information and/or premium is not received within the timeframe requested

• Applies premium to correct coverage/plan in appropriate systems or process accounting to move premium to appropriate internal department within Lincoln.

• Conducts conference calls with groups, brokers and/or employees to discuss questions or work through issues & errors

• Applies core knowledge to effectively communicate sensitive or technical information while adhering to HIPPA and corporate privacy guidelines

• Escalates issues/concerns to more senior team members and/or management.

• Provides customer service to internal/external stakeholders, recognizes what needs to be done, and demonstrates flexibility & responsiveness to meet customer needs

• Recognizes general issues/concerns for assigned area(s) of responsibility and suggests process improvements.

What we’re looking for

Must-have experience (Required):

• High School Diploma or GED

• 0 – 1+ Years of general Client Customer Support and Operations, call center or client service experience

Nice-to have Experience (Preferred):

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

• Ability to maneuver through multiple systems as needed

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

Application Deadline

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:

• Clearly defined career tracks and job levels, along with associated behaviors for each Lincoln leadership Attribute.

• Leadership development and virtual training opportunities

• PTO/parental leave

• Competitive 401K and employee benefits (https://hrdirectdocs.lfg.com/misc/HR/Recruiting/BenefitsResourcesGuide.pdf)

• 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

The pay range for this position is $19.52 – $26.03 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is 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 helps people to plan, protect and retire with confidence. As of Dec. 31, 2023, approximately 17 million customers trust our guidance and solutions across four core businesses – annuities, life insurance, group protection and retirement plan services. As of December 31, 2023, the company had $295 billion in end-of-period account balances, net of reinsurance. Headquartered in Radnor, Pa., Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. Learn more at LincolnFinancial.com.

Lincoln is committed to creating a diverse and inclusive (https://www.lfg.com/public/aboutus/companyoverview/diversityinclusion?audience_page_id=1422918942386) 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.

Follow us on Facebook (http://www.facebook.com/lincolnfinancialgroup) , X (https://mobile.twitter.com/lincolnfingroup) , LinkedIn (https://www.linkedin.com/company/4307?trkInfo=tas%3Alincoln+financial%2Cidx%3A3-1-3&trk=tyah) , and Instagram (https://www.instagram.com/lincolnfingroup/) . For the latest company news, visit our newsroom (https://www.lincolnfinancial.com/public/aboutus/newsroom) .

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 protected] if you encounter a recruiter or see a job opportunity that seems suspicious.

Additional Information

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 or 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.

This Employer Participates in E-Verify. See the E-Verify (https://www.e-verify.gov) notices.

Este Empleador Participa en E-Verify. Ver el E-Verify (https://www.e-verify.gov/es) avisos.

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.