Lincoln Financial

Manager

• Managing the facilities operations for Lincoln's Greensboro, NC office for repair & maintenance of all technical systems (electric, HVAC, Plumbing, life Safety, Access Control, Security, Backup Power, etc).
• Managing and evaluating individual/team performance and taking appropriate action to meet and/or exceed performance standards.
• Identifying and recommending process improvements that significantly reduce workloads or improve quality and serves as a resource to team members and internal/external stakeholders on more complex assignments/projects.
• Ensuring operation complies with Federal, State and Local codes and regulations relevant to life safety, OSHA, EPA, and Fire safety. Also ensuring all Lincoln Financial Group policies and procedures are being followed.
• Preparing a variety of reports pertaining to finance, operations and staff activities for submission to Facilities Director and senior management.
• Self-performing or assisting other technicians on various maintenance and repair tasks as necessary.
• Providing leadership, coaching, training, and development of multi-functional staff to promote career development, and developing, implementing and enforcing departmental policies and procedures.
• Holding regular meetings with staff to keep them informed of facilities and company related activities and issues.
• Collaborating with other business unit representatives, and peers, in support of enterprise decisions, goals and objectives.
• Monitoring and reviewing work of staff and projects to assure compliance with established procedures, policies, specifications, codes and safety practices.
• Providing technical advice and assistance to team members and others on difficult or unusual work problems.

Facilities Manager

Claims Specialist

• Communicating with claimants, employers, and various medical professionals through phone and e-mail to gather information regarding the Short Term Disability claim.
• Collaborating with fellow case managers, nurse case managers, and consulting physicians to make appropriate and timely claim determinations.
• Reviewing complex medical records and leveraging a variety of tools and resources to understand appropriate approval durations and future action planning.
• Completing accurate financial calculations consistent with company and state guidelines.
• Providing exceptional customer service and proactively recognizing customer needs and areas of opportunity.

Short Term Disability Claims Specialist

Recruitment

• Manage end-to-end recruitment process for technical positions including sourcing, screening, interviewing and offer prep and negotiations
• Partner with hiring managers to fully understand key elements of the role and develop a comprehensive recruitment strategy to attract and hire top talent
• Utilize various sourcing techniques, including social, job boards, networking and referrals to engage potential talent, tracking ROI and capturing data insights.
• Fully assess talent to evaluate technical skills and cultural fit against the role requirements
• Maintain knowledge of the industry and current talent landscape and present data to key stakeholders and business leaders to influence and drive awareness of talent market trends
• Serve as an operational expert within the applicant tracking system, ensuring accuracy in processes, reporting to ensure a positive candidate and manager experience
• Lead Recruiting related projects and initiatives to build and enhance the capabilities and practices of the Talent Acquisition function
• Utilize recruitment metrics and analytics to assess the effectiveness of sourcing strategies and make data-driven recommendations for improvement
• Provide guidance and mentorship to junior recruiters and contribute to the overall development of the recruiting team
• Serve as a subject matter expert to team members and internal and/or external stakeholders on complex searches, assignments or projects
• Identify and direct the implementation of process improvements that significantly improve quality across the team, department or business unit
• Direct and enhance organizational initiatives by positively influencing and supporting change management or departmental initiatives.

Senior Talent Acquisition Partner, Technical Recruiting

Customer Support

• You will answer inbound calls which can average typically anywhere from 60-90 calls per day, call backs and email correspondence from internal and external stakeholders such as plan participants, beneficiaries, financial professional and plan sponsors, addressing customer service inquiries and concerns
• You will work in a fast-paced, highly structured, team-oriented environment with a diverse group of employees focused on meeting the needs of the company and our customers through problem resolution
• You will meet and/or exceed all established key performance goals including call metrics and quality
• You will build rapport with and educate our customers about their retirement plan while researching multiple systems, databases, platforms and software
• You will provide accurate, detailed information about the retirement plan, recognizing what needs to be done to meet the customer’s needs and demonstrating flexibility and responsiveness through problem resolution
• You will demonstrate professionalism and maintain composure in the face of high call volume, shifting priorities and rapid change
• You will identify and recommend process improvements and organizational initiatives to positively influence the team and quality

Bilingual Customer Service Representative, Retirement

Sales

• Lead new retirement plan sponsor acquisition with a focus on plans with $50M+ in assets
• Develop and execute a territory and prospecting strategy to meet or exceed annual sales and AUM targets
• Identify, qualify, and cultivate prospective plan sponsors through proactive outreach, referrals, networking, and consultant relationships
• Manage the full sales cycle, from initial engagement through finalist presentations, pricing, contract negotiation, and close.
• Build, maintain, and grow strong relationships with retirement plan consultants, advisors, brokers, and other centers of influence impacting mid to large market plan decisions
• Increase territory penetration by strengthening partnerships with influential specialists and consulting firms
• Conduct needs based discovery with plan sponsors to understand fiduciary objectives, plan design, investments, participant outcomes, and service expectations
• Present tailored retirement solutions, including recordkeeping, investments, managed accounts, and financial wellness offerings
• Conduct in person and virtual meetings such as due diligence sessions, consultant updates, one on one meetings, and industry sponsorships
• Maintain accurate pipeline, activity tracking, and forecasting in CRM and sales reporting systems

Retirement Plan Sales Director – SE Region

Team Lead

• Manages a caseload of complex claims that cover a variety of eligibility types, policy provisions, and/or multiple diagnoses and claim factors.
• Analyzes and processes claims by investigating and obtaining a wide range of complex information.
• Applies claims policies & procedures and appropriately engages intervention of internal/external resources to ensure fair, ethical, and timely management of assigned claims.
• Utilizes judgment and knowledge of claims management to make decisions based on information available at the time of decision.
• Analyzes and interprets complex coverage contracts to determine if eligibility is met.
• Effectively manages time and desk organization; coaches others on techniques and systems for organizing/prioritizing work and staying current on caseload.
• Identifies and resolves gaps in financial calculations and offsets when applicable, shares technical knowledge and approach on financial calculations with team members.
• Interprets calculations correctly involving complex contract provisions and works with applicable resources as needed to resolve issues.
• Understands and reinforces to junior team members the importance of correct and accurate eligibility decisions and benefit calculations.

Long Term Disability Team Lead

Account Manager

• Maintain knowledge on current and emerging developments/trends for assigned territory and products, assessing impacts, and collaborating with management to incorporate new trends and developments in current and future solutions
• Partner with your customers and the business to retain customers while adding additional lines of coverage to support the needs of their employees to effectively support growth in all segments of our product/service offerings
• Develop and maintain an understanding of LFG's products, services and operational structure to enhance ability to identify and target sales growth opportunities
• Provide education, information, training & advice on Lincoln’s products & services (including sales support tools, marketing ideas, etc.) to assigned customers ranging from Advisors, Registered Representatives, Brokers and/or Plan Sponsor/Participants
• Build and maintain business relationships through effective communication via email, phone and in person with internal/external stakeholders in a customer centric and professional demeanor
• Work through customer issues independently while collaborating with internal stakeholders to resolve issues in a timely manner
• Identify, recommend and champion process improvements and organizational initiatives to positively influence the team and quality

Senior Account Manager, Account Management – Central

• Builds partnerships with internal and external stakeholders to provide sales solutions and support to various LFD business units
• Partners with key stakeholders to execute the department’s overall sales strategy
• Manages business wide procedures to ensure alignment with LFD compliance rules
• Works to review and resolve increasingly more complex operations and compliance issues/concerns
• Motivates and strengthens relationships with the sales and business areas to implement targeted sales concepts and solutions that increase sales
• Works to meet sales targets by defining, implementing and managing complex assignments necessary to drive these intended results
• Collaborates with internal stakeholders to complete various complex projects to drive the sales strategy
• Identifies, integrates and communicates product needs, strategies, field sales obstacles and issues as they arise to sales management
• Supports the development & implementation of tactical sales strategies required to support LFD’s vision & direction

Account Coordinator, Relationship Management

Security Engineer

• Delivers routine work independently, in accordance with established procedures and guidelines, in a timely manner and meets deadlines appropriately.
• Applies expanded knowledge obtained from the role in increasingly more complex situations and continues to acquire more knowledge to apply in role.
• Reviews and interprets disability insurance policies with specific attention to provisions related to other income and/or offsets.
• Contacts and educates claimants eligible for SSDI benefits.
• Explains both the differences and coordination between the disability policy/benefits and the SSA's benefits/adjudication.
• Provides initial guidance and continues on-going communication with claimants regarding their SS responsibilities and follow-up items until a final determination is made.
• Accurately posts SS offsets in applicable system(s).
• Develops and maintains working relationships with SSDI vendors and/or claimant attorneys.
• Works closely with internal benefits/claims teams; regularly providing information and updates regarding Social Security eligibility and determinations.
• Takes initiative to investigate issues and identify root causes; recommends solutions to improve operational effectiveness.
• Maintains and updates knowledge of SSDI guidelines and departmental policies & procedures.

Claims Examiner II – Social Security

Account Executive

• Building and maintaining business relationships
• Developing and maintaining understanding of Lincoln’s products
• Providing education, training & advice on Lincoln’s products
• Communicating with internal/external stakeholders
• Identifying and championing process improvements

Senior Sales Representative, Group Benefits

• You will maintain knowledge on current and emerging developments/trends for assigned territory and products, assessing impacts, and collaborating with management to incorporate new trends and developments in current and future solutions.
• You will partner with your customers and the business to retain customers while adding additional lines of coverage to support the needs of their employees to effectively support growth in all segments of our product/service offerings.
• You will develop and maintain an understanding of LFG's products, services and operational structure to enhance ability to identify and target sales growth opportunities.
• You will provide education, information, training & advice on Lincoln’s products & services (including sales support tools, marketing ideas, etc.) to assigned customers ranging from Advisors, Registered Representatives, Brokers and/or Plan Sponsor/Participants.
• You will build and maintain business relationships through effective communication via email, phone and in person with internal/external stakeholders in a customer centric and professional demeanor.
• You will work through customer issues independently while collaborating with internal stakeholders to resolve issues in a timely manner.
• You will identify, recommend and champion process improvements and organizational initiatives to positively influence the team and quality.

Senior Account Director, Account Management – Central Region

Insurance

• Develop, direct, implement, and maintain a business plan to achieve sales and growth goals for your assigned external wholesale area(s) of responsibility
• Build, enhance, and direct the relationship with the direct sales channels (Producer Groups, Point of Sale, & Agency channels) in Texas (territory excludes Houston)
• Build, direct, and maintain external wholesale sales programs/plans which result in an increase in sales revenue and market share within the assigned territory
• Conduct firm/institution meetings and in-person meetings to achieve sales targets (e.g. due diligence meetings, one-on-one meetings, sponsorship and speaking opportunities)
• Develop a comprehensive understanding of existing/targeted firms/institutions including targeted market segments, how they operate, and/or value proposition(s) and is known by them
• Develop and maintain a more complex sales program to increase sales revenue and market share within assigned area of responsibility
• Maintain sales call data in appropriate systems and/or complete sales reports
• Utilize expense budgets to set limits and maximize sales opportunities within their assigned territory
• Work effectively to support growth in all segments of Lincoln's products/service offerings to maximize and capitalize on the opportunities to cross sell and penetrate assigned firms/institutions
• Adhere to LFDs Culture of Compliance and comply with LFDs policies and procedures

External Wholesaler – Life Insurance

• Communicating with claimants, employers and various medical professionals through phone and e-mail to gather information regarding Long Term Disability Claims and state and federal benefits when applicable.
• Collaborating with fellow case managers, nurse case managers, vocational case managers, and consulting physicians to make appropriate, ethical, and timely claim determinations.
• Reviewing complex medical records and effectively leveraging a variety of tools and resources to understand appropriate approval durations and future action planning throughout the life of the claim.
• Providing exceptional customer service and proactively recognizing customer needs and areas of opportunity.

Recertification Claims Specialist

Implementation Specialist

• Serve as the primary implementation lead for national accounts, building strong relationships with clients, brokers, consultants, and internal teams (claims, underwriting, billing, eligibility, etc.)
• Act as a trusted advisor, guiding clients through onboarding, enrollment strategy, and benefit education.
• Lead and facilitate meetings, including kickoff calls, status updates, and executive stakeholder reviews.
• Own the end-to-end implementation lifecycle, ensuring delivery on timelines, scope, and quality for complex group benefit programs.
• Develop and execute detailed project plans, monitor milestones, track deliverables, and proactively manage risks and dependencies.
• Document decisions, maintain clear communication, and manage expectations across all stakeholders.
• Provide guidance on communication strategies and enrollment best practices.
• Support finalist presentations and sales efforts by presenting implementation capabilities and approach.
• Partner closely with account management, absence consulting, and service teams to ensure a coordinated client experience.
• Serve as a liaison between internal teams to resolve issues and streamline processes.
• Lead or support complex initiatives, including acquisitions, divestitures, and large-scale client changes.
• Contribute to process improvement efforts that enhance efficiency, scalability, and the client experience.
• Identify opportunities to simplify workflows and improve implementation outcomes.

Senior Consultant, Implementation and Enrollment Manager

• Serving as a strategic partner to our retirement plan clients
• Leading a robust and experienced internal service team
• Capitalizing on your industry knowledge to provide thoughtful and proactive plan reviews, education strategies, and guidance on plan design
• Using your organizational and leadership skills to navigate through successful issue resolution
• Strategically presenting new products and services, as appropriate