Service Processor Ii, Portability And Conversion

Service Processor Ii, Portability And Conversion
Company:

(Confidential)


Service Processor Ii, Portability And Conversion

Details of the offer

Alternate Locations:Omaha, NE (Nebraska) Relocation assistance is not available for this opportunity.

Level:
N3:1

Requisition 63946

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 238 billion in assets under management as of December 31, 2018.

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.

General Purpose of Job 13;

As the Service Processor, Portability and Conversion, you will perform and deliver on routine assignments for your assigned area independently in accordance with established procedures/guidelines. You will accurately administer requests and applications received from receipt to final status ensuring fair, ethical and timely processing while adhering to policy provisions and state guidelines.

Short Description 13;

DUTIES AND RESPONSIBILITIES
* Supports and promotes change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.
* Meets or exceeds departmental quality and service standards.
* Works overtime as needed.
* Delivers routine work independently, in accordance with established procedures and guidelines, in a timely manner and meets deadlines appropriately.
* Makes routine and non:routine decisions under close supervision, applying limited discretion within role except for matters of significance which affect the business as a whole or a significant part of it, in accordance with established procedures/guidelines.
* Performs task by applying core knowledge obtained from the role and acquires increasingly more knowledge in the role.
* Processes received requests and applications
* Verifies completeness of forms and compliance with state guidelines.
* Researches group policy provisions to determine employee eligibility for option requested
* Communicates with customers and internal resources to gather information for determining eligibility
* Sends letters with appropriate forms per state requirements including providing deadline for response back to Lincoln as needed.
* Sends letters regarding quote illustrations, missing information, and correct premium amounts; provides deadline for response back to Lincoln
* Sends Declination letters with associated reason and refund of premium as needed
* Sends Withdrawal letters if required information and/or premium is not received within the timeframe requested
* Applies premium to correct coverage/plan in appropriate systems or process accounting to move premium to appropriate internal department within Lincoln.
* Conducts conference calls with groups, brokers and/or employees to discuss questions or work through issues and errors

Additional Position Responsibilities 13;
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:Carries out duties in compliance with all state and federal regulations and guidelines. Complies with all company and site policies and procedures. 13;
:Makes a positive contribution as demonstrated by: : Making suggestions for improvement : Learning new skills, procedures and processes 13;
:Performs other duties as required. 13;
:Remains current in profession and industry trends. 13;

Other Skills and Abilities 13;
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