Lincoln Financial

Social Security Claims Specialist

Lincoln Financial

full-time

Posted on:

Location Type: Remote

Location: New YorkNorth CarolinaUnited States

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Salary

💰 $23 - $32 per hour

About the role

  • 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 & non-routine decisions, applying limited but increasingly more 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.
  • Applies expanded knowledge obtained from the role in increasingly more complex situations and continues to acquire more knowledge to apply in role.
  • Provides a diverse range of information and performs a diverse range of tasks/transactions related to common programs and services.
  • Reviews and interprets disability insurance policies with specific attention to provisions related to other income and/or offsets.
  • Contacts and educates claimants eligible for SSDI benefits.
  • Explains both the differences and coordination between the disability policy/benefits and the SSA's benefits/adjudication.
  • Provides initial guidance and continues on-going communication with claimants regarding their SS responsibilities and follow-up items until a final determination is made.
  • Accurately posts SS offsets in applicable system(s).
  • Develops and maintains working relationships with SSDI vendors and/or claimant attorneys.
  • Works closely with internal benefits/claims teams; regularly providing information and updates regarding Social Security eligibility and determinations.
  • Recognizes issues and raises concerns to management, with recommendations for improvement.
  • Takes initiative to investigate issues and identify root causes; recommends solutions to improve operational effectiveness.
  • Maintains and updates knowledge of SSDI guidelines and departmental policies & procedures.

Requirements

  • High School diploma or GED or minimum Associate degree in lieu of required experience.
  • Effective strong written and verbal communication skills.
  • Ability to maneuver through multiple systems/databases/platforms/software.
  • Ability to be adaptable/flexible as business needs change.
  • 2 - 3 Years’ experience in claims or other insurance operations directly aligned to the specific duties for this role OR for candidates with an Associate degree or above, 0-1 year experience in claims or other insurance operations directly aligned to the role.
  • 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 (Word, Excel, PowerPoint, Outlook).
Benefits
  • PTO/parental leave
  • Competitive 401K and employee benefits
  • Free financial counseling, health coaching and employee assistance program
  • Tuition assistance program
  • Effective productivity/technology tools and training
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
claims processingdisability insurance policiesdata entryproblem solvingcustomer serviceSSDI guidelinesoperational effectiveness
Soft Skills
written communicationverbal communicationadaptabilityflexibilityinitiativerelationship building
Certifications
High School diplomaGEDAssociate degree