Implementation & Enrollment Mgr. - Small Business Solutions

LINCOLN NATIONAL CORPORATION in Omaha, NE

  • Type: Full Time
position filled
Alternate Locations: Omaha, NE (Nebraska)Relocation assistance is not available for this opportunity.Requisition #63504About the CompanyLincoln 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 JobThe Case Management Administrator II will assist Case Managers by independently coordinating with internal partners on routine and non-routine case management activities from point of sale through completion of the implementation and onboard process for group insurance products. This role is a customer-facing internal liaison with the client on sold cases and is accountable for creating an exceptional customer-centric experience for GP clients and brokers on cases of less than 100 lives.Duties and ResponsibilitiesApplies expanded knowledge obtained from the role in increasingly more complex situations and continues to acquire more knowledge to apply in role.Applies intermediate knowledge to ensure accuracy and completeness of documentation. Effectively communicates and partners with internal and external customers to timely resolve issues and discrepancies.Assists in the coordination of acquiring applications, licensing, commission arrangements, process documents & other pertinent materials in compliance with company procedures.Coordinates independently with brokers and client group administrators to obtain and validate a diverse range of information to be submitted to internal partners for installation of group insurance products.Coordinates with LFGs internal marketing department to deploy all LFG pre-marketing and communication materials.Delivers routine work independently, in accordance with established procedures and guidelines, in a timely manner and meets deadlines appropriately.Fosters positive and productive relationships with both new and existing internal and external customers.Liaises with field management, home office management, brokers, clients, and internal business units to achieve a positive client experience during the presale, sale, onboard/implementation phase.Makes routine & non-routine decisions, applying limited but increasingly more 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 & guidelinesMeets or exceeds departmental quality and service standards.Post enrollment, this role delivers case output to customers and seamlessly transitions customers to Lincoln Financial Groups service modelProvides a diverse range of information and performs a diverse range of tasks/transactions related to common programs and services.Provides customer feedback to internal business partners to facilitate transparency and actively support GPs customercentric business model.Supports and promotes change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.Works overtime as needed.Additional Position ResponsibilitiesCarries out duties in compliance with all state and federal regulations and guidelines. Complies with all company and site policies and procedures.Makes a positive contribution as demonstrated by: - Making suggestions for improvement - Learning new skills, procedures and processesPerforms other duties as required.Remains current in profession and industry trends.Other Skills and AbilitiesAbility to perform under stress in cases of emergency, critical or hazardous situations.Ability to work with others in a team environment.Demonstrated solid relationship management skills with internal and/or external clients (e.g. management, peers, colleagues, customers, etc.).Demonstrates ability to work in a fast-paced environment.Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.Demonstrates strong interpersonal skills with a collaborative style.Demonstrates the ability to use sound judgment and discretion regarding confidential information.Finds common ground and can gain collaboration among management, colleagues and peers.Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).Successfully completes regulatory and job training requirements.EducationHigh School or GED - Minimum RequiredCertificationsExperience2 - 3 Years experience in enrollment and onboarding case management of group insurance products (Required )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.Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees.Lincoln Financial Group ( LFG ) is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information. Applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling 260-###-####.#[[customString5]]

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