Lincoln Financial

Role Description We are excited to bring on highly motivated Short Term Disability Claims Specialists to staff our ever-growing claims organization. As a Short Term Disability Claims Specialist, you will be responsible for conducting initial and ongoing interviews with claimants, obtaining, and reviewing medical records and making timely and ethical claim determinations. You’ll complete a thorough training to develop new skills and give you the confidence you need to be successful in your new role. If you enjoy working in a fast-paced team environment from the comfort of your own home, then please read on! What you'll be doing: - Communicating with claimants, employers and various medical professionals through phone and e-mail to gather information regarding the Short Term Disability claim. - Collaborating with fellow case managers, nurse case managers and consulting physicians to make appropriate and timely claim determinations. - Reviewing complex medical records and effectively leveraging a variety of tools and resources to understand appropriate approval durations and future action planning. - Completing accurate financial calculations consistent with company and state guidelines. - Providing exceptional customer service and proactively recognizing customer needs and areas of opportunity. Qualifications - High School diploma or GED. - 1-2 years of experience in claims, leaves or customer service. - Strong written and verbal communication skills. - Excellent organization skills with the ability to multi-task. Requirements - Experience with disability and/or absence management (nice to have). - Strong mathematical skills for payment calculations (nice to have). Benefits - 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.

• Answering claimants calls regarding potential group insurance products in a call center environment • Acting as a liaison between the employee (member) and the claims examiner to provide a positive customer experience • Educating the customer on their claims needs/questions and advising of next steps in the process • Communicating with roughly 50-60 customers throughout the day • Providing verification of benefits as needed for member • Providing education to the customer/employer regarding the product (primary products: FMLA and disability) • Highlighting attention to detail to ensure the claim/leave is notated appropriately • Communicating effectively through email/phone with internal/external stakeholders in a customer centric and professional demeanor • Identifying, recommending, and championing process improvements and organizational initiatives

• Builds partnerships with internal and external stakeholders to provide sales solutions and support to various LFD business units • Partners with key stakeholders to execute the department’s overall sales strategy • Manages business wide procedures to ensure alignment with LFD compliance rules • Works to review and resolve increasingly more complex operations and compliance issues/concerns • Motivates and strengthens relationships with the sales and business areas to implement targeted sales concepts and solutions that increase sales • Works to meet sales targets by defining, implementing and managing complex assignments necessary to drive these intended results • Collaborates with internal stakeholders to complete various complex projects to drive the sales strategy • Identifies, integrates and communicates product needs, strategies, field sales obstacles and issues as they arise to sales management • Supports the development & implementation of tactical sales strategies required to support LFD’s vision & direction

• Builds and maintains strong business relationships with key sales clients • Collaborates with internal stakeholders to ensure the proper processing of all sold products • Serves as a resource to internal/external stakeholders for their assigned area(s) of responsibility • Develops and executes more complex client relationship plans • Identifies and resolves more complex client issues in a timely and collaborative manner • Profiles area of responsibility to identify clients interested in LFG offerings • Conducts site visits to clients to achieve sales targets • Maintains sales call data in appropriate systems and/or completes sales reports • Meets or exceeds all department and/or sales goals/targets for their assigned clients

Role Description This position will build partnerships with internal and external stakeholders to provide sales solutions and support to various LFD business units. They will partner with key stakeholders to execute the department’s overall sales strategy. - Manages business wide procedures to ensure alignment with LFD compliance rules. - Works to review and resolve increasingly more complex operations and compliance issues/concerns. - Motivates and strengthens relationships with the sales and business areas to implement targeted sales concepts and solutions that increase sales. - Works to meet sales targets by defining, implementing and managing complex assignments necessary to drive these intended results. - Collaborates with internal stakeholders to complete various complex projects to drive the sales strategy. - Identifies, integrates and communicates product needs, strategies, field sales obstacles and issues as they arise to sales management. - Supports the development & implementation of tactical sales strategies required to support LFD’s vision & direction. Qualifications - 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) in Computer Science, Information Systems, or Information Technology. - 3-5 years of financial services experience. - 1-3 years of proven sales and relationship building abilities. - FINRA SIE and Series 6 required at time of hire. - FINRA Series 63 - within 90 days of start date. - Demonstrated strong relationship management skills with internal clients (e.g. management, peers and colleagues); proven ability to develop collaborative approaches. - Confident, comfortable communicator with strong written and verbal communication skills. Requirements - Travel Type: National Domestic. - Travel Amount: up to 10%. Benefits - 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.

Role Description This position will build and maintain strong business relationships with key sales clients to meet or exceed established sales goals, quotas, targets or objectives for their assigned area(s) of responsibility. They will build, maintain, and execute relationship management and sales plans with clients in their assigned territory to ensure the clients’ overall service needs are satisfied and result in an increase in sales revenue, profitability, retention, and market share. - Collaborates with internal stakeholders to ensure the proper processing of all sold products from time of sale to issuance. - Serves as a resource to internal/external stakeholders for their assigned area(s) of responsibility. - Develops, maintains and executes more complex client relationship plans to ensure the clients' overall service needs are satisfied and achieve the business and profitability/retention objectives for assigned area(s) of responsibility. - Serves as a resource to internal stakeholders and consults on more complex relationship management/sales solutions to optimize satisfaction/retention and achieve business results. - Builds, enhances and maintains effective relationships with clients to ensure client satisfaction and increase sales revenues/profitability. - Identifies and resolves more complex client issues in a timely and collaborative manner. - Identifies clients with retention risk, develops and executes more complex plans to retain clients, and notifies management. - Develops and maintains plans to support retention sales and product breadth growth within existing clients. - Profiles area of responsibility to identify those who would be interested in LFG offerings and build relationships with them. - Cultivates, directs, and maintains client relationships within assigned area(s). - Increases awareness of LFG's products and services within their assigned territory. - Provides information, education, training, and advice on company’s products and services to assigned clients. - Develops an understanding of existing/targeted clients including market segments, how they operate, and/or their value proposition(s). - Conducts site visits to clients to achieve sales targets. - Provides sales support tools, sales/marketing ideas on LFG's products/offerings to assigned clients. - Develops/maintains relationships with internal stakeholders to achieve sales objectives. - Supports retention efforts and looks for opportunities to cross sell/partner with appropriate internal stakeholders. - Provides feedback and intelligence to internal partners on clients. - Collaborates with internal stakeholders on proposals and/or promotional materials. - Maintains sales call data in appropriate systems and/or completes sales reports. - Maintains expense budgets to set limits. - Meets or exceeds all department and/or sales goals/targets for their assigned clients. Qualifications - 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) (Minimum Required). - 1 - 3+ Years experience in relationship management that directly aligns with the specific responsibilities for this position. - FINRA Series 6 and 63 required. - FINRA Series 7 and 66 preferred. - A demonstrated track record of consistently meeting and/or exceeding performance expectations. - Drives performance targets to completion. - Confident, comfortable communicator with strong written and verbal communication skills. - Strong presentation skills with demonstrated ability to influence at all levels of management through clear, informed and logical discussions/presentations. Requirements - Travel Type: Regional Domestic. - Travel Amount: up to 50%. Benefits - 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. - The pay range for this position is $80,000 - $168,000 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.

• Delivers routine work independently, in accordance with established procedures and guidelines, in a timely manner and meets deadlines appropriately. • Applies expanded knowledge obtained from the role in increasingly more complex situations and continues to acquire more knowledge to apply in role. • Reviews and interprets disability insurance policies with specific attention to provisions related to other income and/or offsets. • Contacts and educates claimants eligible for SSDI benefits. • Explains both the differences and coordination between the disability policy/benefits and the SSA's benefits/adjudication. • Provides initial guidance and continues on-going communication with claimants regarding their SS responsibilities and follow-up items until a final determination is made. • Accurately posts SS offsets in applicable system(s). • Develops and maintains working relationships with SSDI vendors and/or claimant attorneys. • Works closely with internal benefits/claims teams; regularly providing information and updates regarding Social Security eligibility and determinations. • Takes initiative to investigate issues and identify root causes; recommends solutions to improve operational effectiveness. • Maintains and updates knowledge of SSDI guidelines and departmental policies & procedures.

• Building and maintaining business relationships • Developing and maintaining understanding of Lincoln’s products • Providing education, training & advice on Lincoln’s products • Communicating with internal/external stakeholders • Identifying and championing process improvements

• You will maintain knowledge on current and emerging developments/trends for assigned territory and products, assessing impacts, and collaborating with management to incorporate new trends and developments in current and future solutions. • You will partner with your customers and the business to retain customers while adding additional lines of coverage to support the needs of their employees to effectively support growth in all segments of our product/service offerings. • You will develop and maintain an understanding of LFG's products, services and operational structure to enhance ability to identify and target sales growth opportunities. • You will provide education, information, training & advice on Lincoln’s products & services (including sales support tools, marketing ideas, etc.) to assigned customers ranging from Advisors, Registered Representatives, Brokers and/or Plan Sponsor/Participants. • You will build and maintain business relationships through effective communication via email, phone and in person with internal/external stakeholders in a customer centric and professional demeanor. • You will work through customer issues independently while collaborating with internal stakeholders to resolve issues in a timely manner. • You will identify, recommend and champion process improvements and organizational initiatives to positively influence the team and quality.

Role Description We are excited to bring on a Social Security Specialist to join our Financial Services Organization supporting Group Protection. This position will perform and deliver on routine and non-routine Social Security Disability Insurance (SSDI) assignments independently in accordance with established procedures/guidelines. They will act as a liaison between internal benefits teams, claimants, and any legal representation. They will provide claimants with detailed information regarding SSDI benefits and how such benefits can be used in conjunction with disability insurance policies. They will monitor claimants’ SS claims until a final decision is received. What you'll be doing - Delivers routine work independently, in accordance with established procedures and guidelines, in a timely manner and meets deadlines appropriately. - Applies expanded knowledge obtained from the role in increasingly more complex situations and continues to acquire more knowledge to apply in role. - Reviews and interprets disability insurance policies with specific attention to provisions related to other income and/or offsets. - Contacts and educates claimants eligible for SSDI benefits. Explains both the differences and coordination between the disability policy/benefits and the SSA's benefits/adjudication. - Provides initial guidance and continues ongoing communication with claimants regarding their SS responsibilities and follow-up items until a final determination is made. - Accurately posts SS offsets in applicable system(s). - Develops and maintains working relationships with SSDI vendors and/or claimant attorneys. - Works closely with internal benefits/claims teams; regularly providing information and updates regarding Social Security eligibility and determinations. - Takes initiative to investigate issues and identify root causes; recommends solutions to improve operational effectiveness. - Maintains and updates knowledge of SSDI guidelines and departmental policies & procedures. Qualifications - High School diploma or GED or minimum Associate degree in lieu of required experience. - Effective strong written and verbal communication skills. - Ability to maneuver through multiple systems/databases/platforms/software. - Ability to be adaptable/flexible as business needs change. Requirements - 2 - 3 Years’ experience in claims or other insurance operations directly aligned to the specific duties for this role OR for candidates with an Associate degree or above, 0-1 year experience in claims or other insurance operations directly aligned to the role. - Ability to problem solve and make independent decisions, while providing compassionate customer service. - Research and data entry experience in a fast-paced environment. - Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook). Benefits - 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.