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Specialist
Lincoln Financial Group
Greensboro, NC, United States
Job Details - this job has expired, please see similar jobs below
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 the Tele-App Specialist, you will be responsible for obtaining essential information for completing a life insurance application via a telephone interview providing a service to the producer which eliminates their need to complete an application.
Normal working hours for this position will be Tuesday – Saturday from 1pm – 10pm EST.
After training, this position will be full-time Work From Home.
Responsibilities
Customer Interaction
• Schedules and conducts phone interview with clients to obtain information to complete life insurance application (including detailed medical questions).
• Maintains effective communication with producers, members of Underwriting, other business areas, and Sales organization.
• Supports producers with any questions they have regarding forms/procedures/process.
• Provides ongoing status updates on pending cases to producers and LFD Wholesalers.
Administrative Services
• Reviews Tele-App tickets and obtains missing information, guides producer in correcting forms, verifies licensing, appointments, and registration
• Packages application and accompanying forms to producers, along with directions for completion.
Training
• Provides guidance and training to producers regarding products, changes, procedures, forms, state and federal regulations, underwriting requirements, and compliance issues.
Education
• Undergraduate degree or 4+ years of comparable work experience
• The ability to pass a Life Insurance Exam within 4 weeks of hire date. Required.
Experience
• 1-3+ years of experience in the life insurance industry or with similar work experience that directly aligns with the specific responsibilities for this position
• Ability to work productively from a Full Time Home Office
• Strong Customer Service Skills and excellent communication skills required
• A demonstrated track record of consistently meeting and/or exceeding performance expectations
• Possesses a bias for action and avoids workplace distractions
• Drives performance targets to completion