Sr Admin, Telephone Application Specialist

Lincoln Financial Group
Oct 08, 2016
Oct 19, 2016
Employer Type
Direct Employer
Employment Type
Full Time
Alternate Locations: Greensboro, NC \(North Carolina\)

Relocation assistance is not available for this opportunity\.

Requisition \#14701

**About the Company**

Lincoln Financial Group provides advice and solutions that help empower Americans to take charge of their financial lives with confidence and optimism\. Today, more than 17 million customers trust our retirement, insurance and wealth protection expertise to help address their lifestyle, savings and income goals, as well as to guard against long\-term care expenses\. Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation \(NYSE:LNC\) and its affiliates\. The company had $222 billion in assets under management as of March 31, 2015\.

**The Role**

As the Tele\-App Specialist for Lincoln's new Direct Marketing Team, you will contribute to the success of the organization by partnering with co\-workers to create and maintain a high performance organization that meets business needs, client and employee expectations\. You will be responsible for being the customer's first point of contact with Lincoln and obtaining essential information for completing a life insurance application via a telephone interview providing a service to the Direct Marketing\.


Customer Interaction

+ Schedules and conducts phone interview with clients to obtain information to complete life insurance application including detailed medical questions\.

+ Speaks clearly to ensure client understanding and demonstrates appropriate style, tone and poise with communications\.

+ Maintains effective communication with Direct Marketing partners, members of Underwriting and New Business, and other business areas as needed

+ Schedules medical examinations for clients and follows up to ensure completion\.

+ Supports Direct Marketing partners on general status inquiries as needed

+ Administrative Services

+ Reviews Tele\-App tickets and obtains missing information as needed\.

+ Reviews online applications for completeness and accuracy prior to final submission

+ Provides guidance and training to producers regarding products, changes, procedures, forms, state and federal regulations, underwriting requirements, and compliance issues

Compliance Duties and Quality Standards

+ Demonstrate dependability, flexibility and sound judgment by adhering to schedules and meeting all productivity, quality and performance standards as well as taking ownership for your actions

+ Carry out duties in compliance with all state and federal regulations and guidelines


+ Satisfies the needs of customer requests, ensuring policyholders, agents, providers, and vendors receive accurate and timely assistance in regards to all aspects of company operations

+ Dependable; meets attendance and punctuality expectations

+ Demonstrates ability and willingness to participate in team projects

+ Able to communicate clearly across teams to request information or follow up on previous requests

+ Shows initiative in work by seeking out information and demonstrating a desire to learn

+ Holds oneself accountable to high standards in work production and relationships with others


+ Undergraduate degree or 4\+ years of comparable work experience

+ The ability to obtain a life insurance license within 6 months of hire date required


+ 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

+ 1\-3\+ years of experience in customer service with phone experience preferred

+ Candidate will be expected to work some evening and weekend hours as needed for scheduled calls

+ Educational experience and/or intermediate proficiency in Microsoft Outlook, Word, and Excel

+ 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

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\. 5f359726eacc436397eb265366e4dbf0