Remote PPLI Client Experience Specialist

Lincoln Financial Group; Hartford (CT); In loco; USD 53.000 - 84.000; Tempo pieno

Vantaggi offerti da questo lavoro

Tuition assistance program

Leadership development opportunities

Career tracks and job levels

Free financial counseling

Descrizione del lavoro

Lincoln Financial Group in Hartford, CT is seeking a detail‑oriented operations professional to own the end‑to‑end PPLI policy lifecycle, from new business to post‑issue activities, coordinating with Underwriting, Product and Compliance teams.

You will build trusted broker relationships, drive process improvements, ensure timely regulatory submissions, and support Executive Benefits operations while learning complex life insurance products and investment options.

Competenze

• 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
• 1+ Years of client-, broker-, or partner-facing experience in a service, operations, or case management environment
• Excellent written and verbal communication and collaboration skills
• Excellent organizational skills with ability to prioritize and multitask
• Ability to evaluate information and data trends, solve non-complex problems with sound judgment
• Interest in process and continuous improvement with ability to define workflows and document procedures
• Ability to learn complex life insurance products and related investment options
• proficiency in Microsoft Office Suite

Mansioni

• Own the end-to-end PPLI policy life cycle from new business to post-issue processing and inquiries
• Serve as primary point of contact for PPLI Sales, Underwriting, Product, and partners
• Review new business submissions for accuracy, completeness, and compliance
• Collaborate with Underwriting for case approval and policy issuance activities
• Coordinate with Product and partners to support IDF, planning, funding, and related case activities
• Maintain PPLI forms and coordinate regulatory updates with Compliance, Legal, and State Filing
• Perform post-issue and Executive Benefits operational activities including payments and renewals
• Research and resolve service, transaction, and reporting issues using established procedures
• Identify risks and communicate findings with recommended next steps
• Lead process improvements by defining workflows and producing reporting
• Stay flexible in a fast-paced environment and adapt priorities as needed

Conoscenze

Communication skills

Microsoft Office

Strong relationship building

Organizational skills

Analytical thinking

Adaptability

Learning life insurance products

Formazione

Bachelor's degree or equivalent work experience

Strumenti

Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

Descrizione del lavoro

Lincoln Financial Group in Hartford, CT is seeking a detail‑oriented operations professional to own the end‑to‑end PPLI policy lifecycle, from new business to post‑issue activities, coordinating with Underwriting, Product and Compliance teams.

You will build trusted broker relationships, drive process improvements, ensure timely regulatory submissions, and support Executive Benefits operations while learning complex life insurance products and investment options.