Lincoln Financial · 21 hours ago
Executive Benefits Associate
Hartford, CT
Full-time
Onsite
Mid Level
$45K/yr - $81K/yr
3+ years expLincoln Financial is a company that helps people confidently plan for their future. They are seeking an Executive Benefits Associate to provide high-level service to internal and external partners, handle post-issue transactions, and maintain knowledge of departmental procedures and workflows.
AdviceFinanceFinancial ServicesInsurance
Responsibilities
You will process post-issue transactions accurately, according to procedures and within given turn-around times. You will perform and deliver on routine assignments/projects while simultaneously leveraging and applying knowledge in situations requiring analysis /critical thinking. You will also effectively organize and manage priorities to best execute on current workload
You will provide prompt resolutions to internal/external business partners. You will maintain knowledge of departmental procedures, systems, and guidelines. You will also maintain knowledge of all workflows, products, functions, and contacts with the ability to educate internal and/or external customers when appropriate
You will provide customers with accurate explanations on research, transactions, reporting or ad hoc EB requests to ensure customers fully understand the information and outcome
You will assist with handling priority cases. You will build and maintain a network of internal/external contacts to perform case research and respond in a timely manner
You will utilize all available reporting and resources to conduct research, quality review and provide answers to customer requests. You will respond efficiently and professionally to roadblocks while remaining dedicated to achieving team and departmental goals
You will proactively build and maintain relationships with internal and/or external business partners through clear and active communication, prioritization of issues, execution, and delivery of high-quality service
You will identify risks and financial implications and communicate to management and/or team members
You will follow all state, regulatory and compliance guidelines as required by the job. You will also comply with all company and site policies and procedures
You will identify and recommend process improvements that will create efficiencies and/or help eliminate errors and enhance customer experience
You will actively participate and collaborate in new initiatives and/or projects impacting the team. Additionally, you will support and promote change management of departmental/enterprise initiatives within assigned area of responsibility
Qualification
Required
4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
3-5+ Years of experience of customer service/support that directly aligns with the specific responsibilities for this position
Demonstrated track record of consistently meeting and/or exceeding expectations
Possesses a bias for action and drives performance targets to completion
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
Preferred
Industry work experience in life insurance and/or educational orientation in Business Administration
Strong customer service experience; strong written and verbal communication skills
Ability to use applicable computer systems/applications to complete the duties of the role
Benefits
Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes
Leadership development and virtual training opportunities
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
Company
Lincoln Financial
Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$825MKey Investors
Bain Capital
2025-04-09Post Ipo Equity· $825M
1985-04-26IPO
Leadership Team
Ellen Cooper
Chairman, President and Chief Executive Officer
Christopher Neczypor
Chief Financial Officer
Recent News
GlobalFinTechSeries
2025-12-05
Company data provided by crunchbase