Work Arrangement: Work from Home
Relocation assistance:: is not available for this opportunity.
Pay Range: $17.79 – $26.68
Bonus Potential: 5%
Requisition #: 68022
The Role At A Glance
The New Business Case Manager will work in a fast-paced productivity environment processing new life insurance applications from receipt to final placement. After being in the position for 6-12 months it would be expected that you would begin to make low risk exceptions using the risk decision tool. During your first year, you would be paired with a more experience Case Manager for mentoring & training purposes. You will report to an operations manager but would also have the support of the Team Lead for working through more complex issues and obtaining feedback on improving quality and/or productivity.
As a Life New Business Case Manager for the Direct Agency Team, you will perform and deliver on routine and non-routine assignments for Lincoln’s Life Underwriting & New Business area – independently in accordance with established procedures/guidelines. You will accurately administer more complex insurance applications from receipt to final status, ensuring fair, ethical, and timely processing. If this sounds like you, please read on!
What you’ll be doing
• Accurately enters new case data into appropriate systems.
• Applies expanded knowledge to effectively and promptly communicate sensitive or technical information while adhering to HIPAA and corporate privacy guidelines.
• Confirms agent licensing/appointment meets guidelines.
• Examines documents for completeness, accuracy, and compliance with state regulations.
• Leverages experience and knowledge to work with customers and respond to requests
• 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
• Processes insurance applications independently from receipt to final status in accordance with established procedures and guidelines in a timely manner and meeting departmental quality/production standards.
• Provides customer service to internal/external stakeholders; recognizes what needs to be done to meet stakeholder needs and demonstrates flexibility and responsiveness to meet those requirements.
• Recognizes and researches general issues/concerns and suggests process improvements.
• Resolves non-routine issues independently; escalates issues/concerns to more senior team members and/or management.
• Resolves non-routine technical and business errors/issues in accordance with established procedures and guidelines.
• Supports and promotes change management and/or departmental/enterprise initiatives
• Takes ownership of issue resolution to provide seamless customer service.
• Under minimal supervision, evaluates submitted forms for: appropriate version received, proper signatures, and ensures cash with application guidelines met.
• Works closely with underwriting team to communicate on casework and achieve goals.
• Works overtime as needed.
What we’re looking for
• 2 – 3+ Years of general of experience in customer service and/or case management/case processing.
• Strong communication skills
• Ability to build trusting relationships
• Ability to execute efficiently with high quality
• Highly responsive to incoming requests
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
- PTO/parental leave
- Competitive 401K and employee benefits
- 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
Work Arrangement
Work from Home : Employees will work fully from home. Their job will not require the employee to come into the office, unless for special circumstances.
Lincoln will evaluate the following when setting the successful candidate’s wage rate:
• Prior work or industry experience.
• Education level to the extent education is relevant to the position.
• Unique skills