Claims Examiner II – Social Security

Lincoln Financial

Social Security Specialist in Lincoln Financial delivering on SSDI assignments and liaisons with claimants. Educating on SSDI benefits and maintaining relationships with vendors and internal teams.

Posted 7/3/2026full-timeRemote • Connecticut, New York, North Carolina, Pennsylvania • 🇺🇸 United StatesJuniorMid-Level💰 $23 - $32 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in reviewing and interpreting disability insurance policies, providing guidance on Social Security Disability Insurance (SSDI) benefits, and maintaining effective communication with claimants and internal teams. Proficient in problem-solving and adapting to changing business needs while ensuring operational effectiveness.

Highest-signal resume keywords

Disability Insurance Policy ReviewSSDI Benefits CoordinationClaims Operations ExperienceMicrosoft Office Suite ProficiencyEffective Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Disability Insurance Policy ReviewClaims OperationsData EntryResearch SkillsProblem Solving

Soft Skills

Effective CommunicationAdaptabilityCompassionate Customer Service

Tools & Technologies

Multiple SystemsDatabasesSoftware Platforms

Industry Keywords

SSDI GuidelinesInsurance OperationsClaimant EducationOperational Effectiveness

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

High School diploma or GED or minimum Associate degree in lieu of required experience
Effective strong written and verbal communication skills
Ability to maneuver through multiple systems/databases/platforms/software
Ability to be adaptable/flexible as business needs change
2 - 3 Years’ experience in claims or other insurance operations directly aligned to the specific duties for this role OR for candidates with an Associate degree or above, 0-1 year experience in claims or other insurance operations directly aligned to the role
Ability to problem solve and make independent decisions, while providing compassionate customer service
Research and data entry experience in a fast-paced environment
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

Benefits

Comp & perks

PTO/parental leave
Competitive 401K and employee benefits
Free financial counseling, health coaching and employee assistance program
Tuition assistance program
Work arrangements that work for you
Effective productivity/technology tools and training