Executive Benefits Associate

Lincoln Financial Group; Hartford, Northern (CT, KY); Hybrid; USD 41,000 - 66,000; Full time

Benefits offered by this job

Tuition assistance

Health coaching

Employee assistance program

Leadership development

Job summary

Lincoln Financial Group seeks a remote customer service professional to process post-issue transactions and deliver timely, accurate support. You will learn departmental procedures, educate internal and external customers, and collaborate with partners to resolve inquiries.

The role emphasizes prioritization, accuracy, and adherence to regulatory guidelines, with opportunities for growth and ongoing training within Lincoln's total rewards program.

Qualifications

• Bachelor's degree or equivalent work experience.
• 0-1+ years in life insurance customer service/support.
• Demonstrated track record of meeting/exceeding expectations.
• Bias for action and ability to drive targets to completion.
• Excellent organizational skills with multitasking and attention to detail.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

Responsibilities

• Process post-issue transactions accurately per procedures and timelines.
• Provide prompt resolutions to internal/external partners and educate customers on workflows and products.
• Explain research, transactions, reporting, or ad hoc requests clearly to customers.
• Assist with priority cases and maintain internal/external contact networks for research.
• Use reporting/tools to conduct research, quality review, and answer customer requests.

Skills

Customer service

Communication

Time management

Prioritization

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

Job description

Relocation assistance:is not available for this opportunity.

Remote : Work at home employee residing outside of a commutable distance to an office location.

Requisition #:76628

The Role at a Glance

What you'll be doing

• You will process post-issue transactions accurately, according to procedures and within given turn-around times. You will perform and deliver on routine assignments/projects while simultaneously leveraging and applying knowledge in situations requiring analysis /critical thinking. You will also effectively organize and manage priorities to best execute on current workload.
• You will provide prompt resolutions to internal/external business partners. You will maintain knowledge of departmental procedures, systems, and guidelines. You will also maintain knowledge of all workflows, products, functions, and contacts with the ability to educate internal and/or external customers when appropriate.
• You will provide customers with accurate explanations on research, transactions, reporting or ad hoc EB requests to ensure customers fully understand the information and outcome.
• You will assist with handling priority cases. You will build and maintain a network of internal/external contacts to perform case research and respond in a timely manner.
• You will utilize all available reporting and resources to conduct research, quality review and provide answers to customer requests. You will respond efficiently and professionally to roadblocks while remaining dedicated to achieving team and departmental goals.
• You will proactively build and maintain relationships with internal and/or external business partners through clear and active communication, prioritization of issues, execution, and delivery of high-quality service.
• You will identify risks and financial implications and communicate to management and/or team members.
• You will follow all state, regulatory and compliance guidelines as required by the job. You will also comply with all company and site policies and procedures.
• You will identify and recommend process improvements that will create efficiencies and/or help eliminate errors and enhance customer experience.
• You will actively participate and collaborate in new initiatives and/or projects impacting the team. Additionally, you will support and promote change management of departmental/enterprise initiatives within assigned area of responsibility.

What we’re looking for

Must-have experience (Required):

• 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's).
• 0-1+ Years experience in life insurance customer service/support that directly aligns with the specific responsibilities for this position.
• Demonstrated track record of consistently meeting and/or exceeding expectations.
• Possesses a bias for action and drives performance targets to completion.
• Excellent orgnaizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

Nice-to have Experience (Preferred):

• 3-5+ years of life insurance experience and/or education aligned with Business Administration.
• Strong customer service experience including strong written and verbal communication skills.
• Ability to use applicable computer systems/applications to complete the duties of the role.

Application Deadline

Applications for this position will be accepted through September 30, 2026, 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$41,250 - $66,000with 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 an 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.

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 ("Lincoln" or "the Company") 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, age, national origin or disability. Opportunities throughout Lincoln are available to employees and 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 [phone].

This Employer Participates in E-Verify. See the E-Verify notices.