New Business Associate - Individual Life Insurance Crump Team

Lincoln Financial Group Hartford , CT 06183

Posted 1 month ago

Alternate Locations: Hartford, CT (Connecticut)

Relocation assistance is not available for this opportunity.

Requisition #59061

About the Company

Lincoln Financial Group, a Fortune 250 company with over 10,000 employees, provides advice and solutions that help empower Americans to take charge of their financial lives with confidence. Our core business areas Life Insurance, Annuities, Retirement Plan Services and Group Protection focus on supporting, preserving and enhancing over 17 million customer's lifestyles and retirement outcomes.

Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. The company had $253 billion in assets under management as of December 31, 2017.

Ranked one of the Best Large Employers in America by Forbes magazine, Lincoln Financial Group makes a serious investment in our employees' futures through a broad range of wealth accumulation and protection plans, health and wellness programs, and career development resources designed to help each individual reach their personal and professional goals.

The Role

As a New Business Associate, you will contribute to the success of Underwriting & New Business by partnering with co-workers to create and maintain a high performance organization that meets business needs, client and employee expectations. You are responsible for accurately administering new life insurance applications from receipt of application to final status. Tasks may include reviewing documents for completion & accuracy; confirming agent licensing/appointment with appropriate guidelines; & entering case data.

Responsibilities

  • Processes insurance applications from receipt to final status in accordance with established procedures and guidelines in a timely manner and meeting departmental quality/production standards

  • Reviews documents for completeness, accuracy, and compliance with state regulations

  • Confirms agent licensing/appointment meets guidelines

  • Accurately enters new case data into appropriate systems

  • 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

  • Resolves technical and business errors/issues in accordance with established procedures and guidelines

  • 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.

  • Works with customers to respond to requests

  • Takes ownership of issue resolution to provide seamless customer service

  • Applies core knowledge, obtained from the role, to effectively and promptly communicate sensitive or technical information while adhering to HIPAA and corporate privacy guidelines

  • Escalates issues/concerns to more senior team members and/or management

  • Recognizes general issues/concerns and suggests process improvements

Education

  • High School Diploma or GED required. Undergraduate Degree preferred - educational orientation in Business Administration, Accounting or Finance preferred

  • Willingness to obtain LOMA Level 1 (completion of 280 / 281 and 290 / 291), Customer Service (ACS) designation

Experience

  • 0 - 1 years of experience in the Financial Services industry, having a working knowledge of life insurance is preferred.

  • 1 2 years of experience in Customer Service preferred

  • Educational experience and/or Intermediate proficiency in Microsoft Outlook, Word, and Excel

  • A demonstrated track record of consistently meeting and/or exceeding expectations

  • Possesses a bias for action and avoids workplace distractions

  • Drives performance targets to completion

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/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees.

Lincoln Financial Group ("LFG") 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, veterans 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.

Nearest Major Market: Hartford

Job Segment: Underwriter, Insurance


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New Business Associate - Individual Life Insurance Crump Team

Lincoln Financial Group