Executive Benefits Associate

This is a fully remote position, open to applicants in Connecticut.

📋 Description

• Accurately process post-issue transactions in accordance with established procedures and within specified turnaround times.

• Execute routine tasks as well as increasingly complex assignments and projects.

• Handle premium payments, renewals, and fund transfers.

• Deliver timely resolutions to both internal and external business partners.

• Stay informed about departmental procedures, systems, guidelines, workflows, products, functions, and contacts.

• Provide clear explanations regarding research, transactions, reporting, and ad hoc Executive Benefits inquiries.

• Assist in priority cases and perform case research.

• Utilize reporting tools and available resources to conduct research and quality assessments.

• Cultivate and sustain relationships with internal and external business partners.

• Recognize risks and financial implications, and communicate them effectively to management or team members.

• Adhere to state, regulatory, compliance, company, and site policies.

• Identify and suggest process enhancements.

• Engage in and collaborate on various initiatives and projects.

• Support and advocate for change management efforts.

⛳️ Requirements

• A 4 Year/Bachelor's degree or equivalent work experience (4 years of experience may substitute for the Bachelor's degree).

• 0-1+ years of experience in life insurance customer service/support that aligns directly with the responsibilities of this role.

• Proven history of consistently meeting and/or exceeding performance expectations.

• A proactive attitude with the ability to drive performance goals to completion.

• Exceptional organizational skills with the capability to prioritize tasks and multitask while maintaining a keen attention to detail.

• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

• 3-5+ years of relevant life insurance experience and/or educational background in Business Administration (preferred).

• Strong customer service background, including excellent written and verbal communication skills (preferred).

• Ability to utilize relevant computer systems/applications to fulfill the responsibilities of the role (preferred).

🏝️ Benefits

• Clearly defined career paths and job levels.

• Opportunities for leadership development and virtual training.

• Paid time off/parental leave.

• Competitive 401K and employee benefits.

• Complimentary financial counseling, health coaching, and employee assistance program.

• Tuition assistance program.

• Flexible work arrangements tailored to your needs.

• Access to effective productivity and technology tools and training.

• Eligibility for the Annual Incentive Program.

• Potential availability of long-term incentives.

• Possible sales incentives.

• Lincoln’s standard benefits package.