Associate, Executive Benefits

Alternate Locations: Work from Home

 

 Work Arrangement:

Remote : Work at home employee

 

Relocation assistance:  is not available for this opportunity.

 

Requisition #: 74538

 

The Role at a Glance

 

As the Executive Benefits Associate, you will perform and deliver on routine and progressively more non-routine assignments for Lincoln’s Executive Benefit’s area, independently in accordance with established procedures and guidelines. You will provide high-level service to internal and external partners supporting business operations. 

 

What you'll be doing

 

• Effectively organizing and managing priorities to best execute on current workload.
• Processing post-issue transactions accurately, according to procedures and within given turn-around times.
• Providing prompt resolution to internal/external business partners. 
• Identifying risks and financial implications and communicating to management and/or team members.
• Providing customers with accurate explanations on research, transactions, reporting or adhoc EB requests to ensure customers fully understand the information and outcome.
• Utilizing all available reporting and resources to conduct research, quality review and provide answers to customer requests. 
• Responding efficiently and professionally to roadblocks while remaining dedicated to achieving team and departmental goals.
• Performing and delivering on routine assignments/projects while simultaneously leveraging and applying knowledge in situations requiring analysis /critical thinking.
• Following all state, regulatory and compliance guidelines as required by the job; Additionally, complying with all company and site policies and procedures.
• Maintaining knowledge of departmental procedures, systems, and guidelines; maintaining knowledge of all workflows, products, functions, and contacts with the ability to educate internal and/or external customers when appropriate.
• Proactively building and maintaining relationships with internal and/or external business partners through clear and active communication, prioritization of issues, execution, and delivery of high-quality service. 
• Building and maintaining a network of internal/external contacts to perform case research and respond in a timely manner.
• Assisting with handling of priority cases.
• Identifying and recommending process improvements that will create efficiencies and/or help eliminate errors and enhance customer experience.
• Actively participating and collaborating in new initiatives and projects impacting the team; Additionally, supporting and promoting change management of departmental/enterprise initiatives within assigned area of responsibility. 
• Supporting department on additional projects and/or tasks as assigned.

 

What we’re looking for

 

Must-haves:

•    Undergraduate degree or 3 - 5 years of life insurance customer service/support that directly aligns with the specific responsibilities of this position. Insurance industry work experience, educational orientation in Business Administration, or customer service.
•    A demonstrated track record of consistently meeting and/or exceeding expectations; possesses a bias for action. 
•    Drives performance targets to completion.

 

Nice-to-haves:

 

• Strong customer service and communication skills.
• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Ability to use applicable computer systems/applications to complete duties of the role.
• Life insurance knowledge/experience.

 

 

Application Deadline

 

Applications for this position will be accepted through July 7, 2025, 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