Executive Benefits Associate

Lincoln Financial Group; United States; Remote; USD 41,000 - 66,000; Full time

Benefits offered by this job

PTO/ parental leave

Competitive 401K and employee benefits

Free financial counseling

Job summary

Lincoln Financial, in a remote work arrangement, is seeking an Executive Benefits Associate to support the Executive Benefits area. You will handle post-issue transactions, respond to internal and external partners, and ensure accurate processing of premium payments, renewals, and fund transfers.

The role requires 0-1+ years in life insurance customer service, strong organizational skills, and proficiency in Microsoft Office. A Bachelor’s degree or equivalent experience is preferred.

Qualifications

• Bachelor's degree or equivalent work experience.
• 0-1+ years experience in life insurance customer service/support.
• Demonstrated track record of meeting or exceeding expectations.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

Responsibilities

• Process post-issue transactions accurately within established procedures and turn-around times.
• Provide prompt resolutions to internal and external business partners and maintain knowledge of procedures and workflows.
• Explain research, transactions, reporting, and EB requests clearly to customers.
• Assist with handling priority cases and build a network for case research and timely responses.
• Identify risks and financial implications and communicate to management and team members.

Skills

Proficiency in Microsoft Office Suite

Organizational excellence

Bias for action

Prioritization & multi-tasking

Education

Bachelor's degree or equivalent work experience

Tools

CRM systems

Job description

Alternate Locations:

Work from Home

Work Arrangement:

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

Relocation assistance:

is not available for this opportunity.

Requisition #:

76628

The Role at a Glance

We are excited to bring on an Executive Benefits Associate to join our Life Specialty Products and Solutions organization in a work from home environment.

Background Details

As the Executive Benefits Associate, you will perform and deliver on routine and progressively more non-routine assignments for Lincoln's Executive Benefits area, independently in accordance with established procedures and guidelines. You will provide high-level service to internal and external stakeholders, administrating business operations for the Executive Benefits area, including but not limited to processing premium payments, renewals, and fund transfers. If this sounds like a role for you, please read on!

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 and leadership attributes
• 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
• Work arrangements that work for you
• Effective productivity/technology tools and training

Pay information

The pay range for this position is $41,250 - $66,000 with 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.

Follow us on Facebook , X , LinkedIn , Instagram , and YouTube . For the latest company news, visit our newsroom .

Political contribution policy statement

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.

Agency and privacy statements

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.

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