Associate, Executive Benefits

Lincoln Financial Group; Radnor (Delaware County); On-site; USD 42,000 - 78,000; Full time

Job summary

An established industry player is seeking a dedicated professional to join their team. This role involves managing customer service requests, providing insightful resolutions, and ensuring compliance with regulations. You'll leverage your communication skills to build relationships and enhance customer experiences while contributing to a collaborative work environment. If you're passionate about making a difference and thrive in a dynamic setting, this opportunity is perfect for you. Join a company that values your contributions and offers a supportive culture for career growth.

Benefits

Tuition Assistance

Free Financial Counseling

Health Coaching

Employee Assistance Program

Leadership Development Opportunities

Qualifications

• Undergraduate degree or equivalent experience in customer service.
• Experience in the insurance industry preferred.

Responsibilities

• Manage priorities and execute workload efficiently.
• Provide accurate resolutions to business partners and customers.

Skills

Customer Service

Communication Skills

Critical Thinking

Education

Undergraduate Degree

3-5 Years of Life Insurance Experience

Tools

Microsoft Office Suite

Job description

Be Aware of Fraudulent Recruiting Activities: 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 [e-mail] if you encounter a recruiter or see a job opportunity that seems suspicious.

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Relocation assistance:is not available for this opportunity.

Requisition #:74538

The Role at a Glance

What you'll be doing

• Effectively organizing and managing priorities to best execute on current workload.
• Processing post-issue transactions accurately, according to procedures and within given turn-around times.
• Providing prompt resolution to internal/external business partners.
• Identifying risks and financial implications and communicating to management and/or team members.
• Providing customers with accurate explanations on research, transactions, reporting or adhoc EB requests to ensure customers fully understand the information and outcome.
• Utilizing all available reporting and resources to conduct research, quality review and provide answers to customer requests.
• Responding efficiently and professionally to roadblocks while remaining dedicated to achieving team and departmental goals.
• Performing and delivering on routine assignments/projects while simultaneously leveraging and applying knowledge in situations requiring analysis /critical thinking.
• Following all state, regulatory and compliance guidelines as required by the job; Additionally, complying with all company and site policies and procedures.
• Maintaining knowledge of departmental procedures, systems, and guidelines; maintaining knowledge of all workflows, products, functions, and contacts with the ability to educate internal and/or external customers when appropriate.
• Proactively building and maintaining relationships with internal and/or external business partners through clear and active communication, prioritization of issues, execution, and delivery of high-quality service.
• Building and maintaining a network of internal/external contacts to perform case research and respond in a timely manner.
• Assisting with handling of priority cases.
• Identifying and recommending process improvements that will create efficiencies and/or help eliminate errors and enhance customer experience.
• Actively participating and collaborating in new initiatives and projects impacting the team; Additionally, supporting and promoting change management of departmental/enterprise initiatives within assigned area of responsibility.
• Supporting department on additional projects and/or tasks as assigned.

What we’re looking for

Must-haves:

• Undergraduate degree or 3 - 5 years of life insurance customer service/support that directly aligns with the specific responsibilities of this position. Insurance industry work experience, educational orientation in Business Administration, or customer service.
• A demonstrated track record of consistently meeting and/or exceeding expectations; possesses a bias for action.
• Drives performance targets to completion.

Nice-to-haves:

• Strong customer service and communication skills.
• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Ability to use applicable computer systems/applications to complete duties of the role.
• Life insurance knowledge/experience.

Application Deadline

Applications for this position will be accepted through July 7, 2025 , subject to earlier closure due to applicant volume.

What’s it like to work here?

At Lincoln Financial, 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 of Lincoln's core values andleadership attributes

Leadership development and virtual training opportunities

Free financial counseling, health coaching and employee assistance program

Tuition assistance program

Work arrangements that work for you

Effective productivity/technology tools and training

The pay range for this position is$42,800 - $77,700with 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 (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services.

With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.

Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.

Lincoln is committed to creating a diverse and inclusive 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.

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 [e-mail] 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 are considered property of Lincoln Financial and are not subject to payment of agency fees.

Lincoln Financial 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 notices.