Lincoln Financial

Advocate

• Communicating with claimants, employers and various medical professionals through phone and e-mail to gather information regarding Long Term Disability Claims and state and federal benefits when applicable
• Collaborating with fellow case managers, nurse case managers, vocational case managers, and consulting physicians to make appropriate, ethical, and timely claim determinations
• Reviewing complex medical records and effectively leveraging a variety of tools and resources to understand appropriate approval durations and future action planning throughout the life of the claim
• Providing exceptional customer service and proactively recognizing customer needs and areas of opportunity

Long Term Disability Claims Advocate

Advisor

• Independently manage a caseload of Long-Term Disability (LTD) claims from intake through resolution, partnering with claimants, employers, and medical professionals via phone and email to gather and assess information related to disability status and applicable state and federal benefits.
• Conduct initial and ongoing interviews with claimants to gather key information for claim evaluation, while reviewing medical documentation and partnering with clinical and vocational experts to support informed decisions.
• Deliver timely and ethical claim determinations, ensuring consistency with company guidelines and regulatory standards.
• Collaborate with case managers, nurse case managers, vocational specialists, and consulting physicians to support appropriate, ethical, and timely claim determinations.
• Review complex medical records and leverage a variety of tools and resources to determine appropriate claim durations and guide ongoing action planning throughout the claim lifecycle.
• Deliver exceptional customer service by proactively identifying needs and opportunities, while building strong relationships with claimants, employers, and internal partners.

Long Term Disability Claims Advisor

Claims Specialist

• Communicating with claimants, employers and various medical professionals through phone and e-mail to gather information regarding Voluntary Claims.
• Leveraging knowledge of coverage, contract provisions, eligibility & benefits as well as other appropriate resources to review submitted claim information for payment.
• Applying core knowledge of voluntary insurance products and claims processes to review questions/concerns and provide specific information to internal/external stakeholders.
• Making routine & non-routine decisions under close supervision, applying limited discretion within role.

Voluntary Claims Specialist

Consultant

• Maintain knowledge on current and emerging developments/trends, assess the impact, and collaborate with management to incorporate new trends and developments in current and future solutions
• Evaluate medical information to clarify diagnoses, evaluate the severity of medical conditions, validating medical restrictions and limitations, and estimating duration of recovery
• Clarify, interpret and/or evaluate medical information to assess appropriateness of current and ongoing restrictions / limitations and level of impairment
• Identify pertinent clinical facts and answer questions in collaboration with benefits specialists and physician consultants
• Act as a clinical resource to Group Protection claim professionals during claim meetings and as needed
• Recommend specific medical information needed to evaluate ongoing levels of impairment and to facilitate optimal claim management
• Make appropriate referrals to external clinical resources (i.e. IME, FCE, Peer Reviews)
• Discuss complex medical issues with health care providers as needed and document outcomes of discussions
• Coordinate and partner with Vocational Rehabilitation Coordinators (VRC) and others to support with return-to-work services
• Effectively manage assigned caseload within department productivity goals
• Contact claimants, employers, and health care providers, as indicated

Nurse Disability Consultant

Recruitment

• Maintain knowledge on current & emerging development/trends for your business areas and within talent acquisitions, assessing the impact and collaborating with management to incorporate new trends and developments in current/future solutions
• Champion & enhance organizational initiatives by positively influencing and supporting change management
• Partner with hiring managers to define their talent needs and job requirements to ensure internal/external job descriptions and postings are on target to attract highly qualified candidates
• Serve as a subject matter expert in talent attraction, building rapport with prospects and candidates to identify their key motivations and requirements to make a career move
• Develop and maintain a viable pipeline of diverse talent; leveraging multiple recruiting resources and internet sourcing techniques to identify and engage active and passive candidates, including databases, search engines, job boards/aggregators, social media, professional organizations, and community associations
• Screen and assess candidates against specific selection criteria
• Provide guidance on the interview process to include: individual interviews and group interview events, ensure that the hiring team is properly prepared, and candidates are thoroughly evaluated and have positive experience
• Build and maintain effective relationships with the HR Community, including peers on the Recruiting Team
• Contribute to Recruitment Team initiatives including consistently exploring new and innovative approaches that improve Lincoln’s employment brand, client service delivery, and quality of hire
• Effectively promote Lincoln Financial Group brand across numerous markets and professional communities
• Identify, recommend and champion process improvements and organizational initiatives to positively influence the team and quality

Temporary Recruiting Consultant, Early Career Talent, Claims & Operations

Contracts Specialist

• Serves as key accountable party for independent review and analysis of new stable value contracts and contract amendments, ensuring specified terms and delivered services are accurately captured.
• Researches and responds to inquiries on new and existing contracts, making determinations and advising stakeholders on next steps.
• Collaborates with Product Management to assess how new product offerings involving stable value funds will affect current and future contract documentation.
• Ensures the Stable Value database is fully leveraged to support end-to-end contract lifecycle management in compliance with applicable state filing restrictions.
• Partners with internal stakeholders to ensure accurate and compliant transfer of key information into the stable value database, including crediting rates and state regulatory requirements.
• Adheres to all applicable statutes, regulations, and company protocols; stays current with the state filing team and applicable filing restrictions.
• Resolves issues by reviewing data and engaging appropriate internal/external stakeholders to identify root causes within the process.
• Provides information, education, and training on processes, procedures, products, and services within assigned area(s) of responsibility.
• Performs and delivers on routine assignments and projects, applying subject matter knowledge within assigned area(s) of responsibility.
• Provides input on the potential impact of proposed processes on current operational approach and compatibility with applicable systems.
• Identifies and communicates process improvements to management that reduce workload or improve quality within assigned area(s) of responsibility.
• Maintains awareness of current and emerging trends within assigned area(s) of responsibility, assesses their impact, and collaborates with management to incorporate relevant developments into current and future solutions.
• Supports organizational initiatives by positively influencing and advancing change management efforts at the departmental and/or enterprise level.
• Participates in and contributes to projects related to Stable Value or Workplace Solutions, as needed.

Specialist, Stable Value Contracts

Associate

• Maintain knowledge on current and emerging developments/trends for assigned territory and products, assessing impacts, and collaborating with management to incorporate new trends and developments in current and future solutions.
• Develop and maintain an understanding of LFG's products, services and operational structure to enhance ability to identify and target sales growth opportunities.
• Perform and deliver routine assignments/projects for their assigned areas of responsibility.
• Respond to customer inquiries; ensures timely resolution and delivery of high quality customer service.
• Coordinate with subject matter experts, including Relationship Management Specialists, marketing, underwriting, IT, billing compliance, and legal, to resolve issues in a timely manner.
• Build and maintain business relationships through effective communication via email, phone and in person with internal/external stakeholders in a customer centric and professional demeanor.
• Identify, recommend and champion process improvements and organizational initiatives to positively influence the team and quality.

Associate, Relationship Management

Manager

• Managing the facilities operations for Lincoln's Greensboro, NC office for repair & maintenance of all technical systems (electric, HVAC, Plumbing, life Safety, Access Control, Security, Backup Power, etc).
• Managing and evaluating individual/team performance and taking appropriate action to meet and/or exceed performance standards.
• Identifying and recommending process improvements that significantly reduce workloads or improve quality and serves as a resource to team members and internal/external stakeholders on more complex assignments/projects.
• Ensuring operation complies with Federal, State and Local codes and regulations relevant to life safety, OSHA, EPA, and Fire safety. Also ensuring all Lincoln Financial Group policies and procedures are being followed.
• Preparing a variety of reports pertaining to finance, operations and staff activities for submission to Facilities Director and senior management.
• Self-performing or assisting other technicians on various maintenance and repair tasks as necessary.
• Providing leadership, coaching, training, and development of multi-functional staff to promote career development, and developing, implementing and enforcing departmental policies and procedures.
• Holding regular meetings with staff to keep them informed of facilities and company related activities and issues.
• Collaborating with other business unit representatives, and peers, in support of enterprise decisions, goals and objectives.
• Monitoring and reviewing work of staff and projects to assure compliance with established procedures, policies, specifications, codes and safety practices.
• Providing technical advice and assistance to team members and others on difficult or unusual work problems.

Facilities Manager

• Communicating with claimants, employers, and various medical professionals through phone and e-mail to gather information regarding the Short Term Disability claim.
• Collaborating with fellow case managers, nurse case managers, and consulting physicians to make appropriate and timely claim determinations.
• Reviewing complex medical records and leveraging a variety of tools and resources to understand appropriate approval durations and future action planning.
• Completing accurate financial calculations consistent with company and state guidelines.
• Providing exceptional customer service and proactively recognizing customer needs and areas of opportunity.

Short Term Disability Claims Specialist

• Manage end-to-end recruitment process for technical positions including sourcing, screening, interviewing and offer prep and negotiations
• Partner with hiring managers to fully understand key elements of the role and develop a comprehensive recruitment strategy to attract and hire top talent
• Utilize various sourcing techniques, including social, job boards, networking and referrals to engage potential talent, tracking ROI and capturing data insights.
• Fully assess talent to evaluate technical skills and cultural fit against the role requirements
• Maintain knowledge of the industry and current talent landscape and present data to key stakeholders and business leaders to influence and drive awareness of talent market trends
• Serve as an operational expert within the applicant tracking system, ensuring accuracy in processes, reporting to ensure a positive candidate and manager experience
• Lead Recruiting related projects and initiatives to build and enhance the capabilities and practices of the Talent Acquisition function
• Utilize recruitment metrics and analytics to assess the effectiveness of sourcing strategies and make data-driven recommendations for improvement
• Provide guidance and mentorship to junior recruiters and contribute to the overall development of the recruiting team
• Serve as a subject matter expert to team members and internal and/or external stakeholders on complex searches, assignments or projects
• Identify and direct the implementation of process improvements that significantly improve quality across the team, department or business unit
• Direct and enhance organizational initiatives by positively influencing and supporting change management or departmental initiatives.

Senior Talent Acquisition Partner, Technical Recruiting

Customer Support

• You will answer inbound calls which can average typically anywhere from 60-90 calls per day, call backs and email correspondence from internal and external stakeholders such as plan participants, beneficiaries, financial professional and plan sponsors, addressing customer service inquiries and concerns
• You will work in a fast-paced, highly structured, team-oriented environment with a diverse group of employees focused on meeting the needs of the company and our customers through problem resolution
• You will meet and/or exceed all established key performance goals including call metrics and quality
• You will build rapport with and educate our customers about their retirement plan while researching multiple systems, databases, platforms and software
• You will provide accurate, detailed information about the retirement plan, recognizing what needs to be done to meet the customer’s needs and demonstrating flexibility and responsiveness through problem resolution
• You will demonstrate professionalism and maintain composure in the face of high call volume, shifting priorities and rapid change
• You will identify and recommend process improvements and organizational initiatives to positively influence the team and quality

Bilingual Customer Service Representative, Retirement

Sales

• Lead new retirement plan sponsor acquisition with a focus on plans with $50M+ in assets
• Develop and execute a territory and prospecting strategy to meet or exceed annual sales and AUM targets
• Identify, qualify, and cultivate prospective plan sponsors through proactive outreach, referrals, networking, and consultant relationships
• Manage the full sales cycle, from initial engagement through finalist presentations, pricing, contract negotiation, and close.
• Build, maintain, and grow strong relationships with retirement plan consultants, advisors, brokers, and other centers of influence impacting mid to large market plan decisions
• Increase territory penetration by strengthening partnerships with influential specialists and consulting firms
• Conduct needs based discovery with plan sponsors to understand fiduciary objectives, plan design, investments, participant outcomes, and service expectations
• Present tailored retirement solutions, including recordkeeping, investments, managed accounts, and financial wellness offerings
• Conduct in person and virtual meetings such as due diligence sessions, consultant updates, one on one meetings, and industry sponsorships
• Maintain accurate pipeline, activity tracking, and forecasting in CRM and sales reporting systems

Retirement Plan Sales Director – SE Region

Team Lead

• Manages a caseload of complex claims that cover a variety of eligibility types, policy provisions, and/or multiple diagnoses and claim factors.
• Analyzes and processes claims by investigating and obtaining a wide range of complex information.
• Applies claims policies & procedures and appropriately engages intervention of internal/external resources to ensure fair, ethical, and timely management of assigned claims.
• Utilizes judgment and knowledge of claims management to make decisions based on information available at the time of decision.
• Analyzes and interprets complex coverage contracts to determine if eligibility is met.
• Effectively manages time and desk organization; coaches others on techniques and systems for organizing/prioritizing work and staying current on caseload.
• Identifies and resolves gaps in financial calculations and offsets when applicable, shares technical knowledge and approach on financial calculations with team members.
• Interprets calculations correctly involving complex contract provisions and works with applicable resources as needed to resolve issues.
• Understands and reinforces to junior team members the importance of correct and accurate eligibility decisions and benefit calculations.

Long Term Disability Team Lead

Account Manager

• Maintain knowledge on current and emerging developments/trends for assigned territory and products, assessing impacts, and collaborating with management to incorporate new trends and developments in current and future solutions
• Partner with your customers and the business to retain customers while adding additional lines of coverage to support the needs of their employees to effectively support growth in all segments of our product/service offerings
• Develop and maintain an understanding of LFG's products, services and operational structure to enhance ability to identify and target sales growth opportunities
• Provide education, information, training & advice on Lincoln’s products & services (including sales support tools, marketing ideas, etc.) to assigned customers ranging from Advisors, Registered Representatives, Brokers and/or Plan Sponsor/Participants
• Build and maintain business relationships through effective communication via email, phone and in person with internal/external stakeholders in a customer centric and professional demeanor
• Work through customer issues independently while collaborating with internal stakeholders to resolve issues in a timely manner
• Identify, recommend and champion process improvements and organizational initiatives to positively influence the team and quality

Senior Account Manager, Account Management – Central

• Builds partnerships with internal and external stakeholders to provide sales solutions and support to various LFD business units
• Partners with key stakeholders to execute the department’s overall sales strategy
• Manages business wide procedures to ensure alignment with LFD compliance rules
• Works to review and resolve increasingly more complex operations and compliance issues/concerns
• Motivates and strengthens relationships with the sales and business areas to implement targeted sales concepts and solutions that increase sales
• Works to meet sales targets by defining, implementing and managing complex assignments necessary to drive these intended results
• Collaborates with internal stakeholders to complete various complex projects to drive the sales strategy
• Identifies, integrates and communicates product needs, strategies, field sales obstacles and issues as they arise to sales management
• Supports the development & implementation of tactical sales strategies required to support LFD’s vision & direction