Lincoln Financial Group Sr. Consultant, Case Management in Omaha, Nebraska
Alternate Locations: Atlanta, GA (Georgia); Dallas, TX (Texas); Omaha, NE (Nebraska)
Relocation assistance is not available for this opportunity.
Hiring Manager: Michael J Dawson
About The Company
Led by over 9,000 employees – including you – Lincoln Financial Group provides advice and solutions that help empower people to take charge of their financial lives with confidence and optimism. Today, more than 17 million customers trust our retirement, insurance and wealth protection expertise to help address their lifestyle, savings and income goals, as well as to guard against long-term care expenses.
This role will serve as a customer-facing liaison, to develop & implement enrollment solutions in collaboration with LFG clients for benefits products. S/he will work as an independent resource to LFG clients, utilizing creativity, ingenuity & analytical skills to develop enrollment initiatives. Additionally, this role will work with external enrollment firms to develop educational/enrollment solutions to meet the needs of the client & its workforce.
Acts as the primary customer contact managing all communication & timelines with customers during the onboarding process
After the client selects enrollment solutions, develops & coordinates, in collaboration with LFGs internal marketing department, all LFG pre-enrollment marketing & communication materials
Analyzes information on the client, client industry & products purchased to understand the educational/enrollment solutions to meet clients needs
Collaborates with client to retain third-party enrollment services firm including recommendation of vendor to develop & implement educational/enrollment solutions
Collaborates with internal teams to ensure effective development of sales offerings
Consults with client & enrollment services firm to build/revise enrollment method to streamline processes, reduce costs & optimize employee utilization of benefits
Directs entire enrollment process working with third party enrollment firm & internal partners, on clients behalf to meet client needs
Establishes & develops relationships with client to collaborate on educational & enrollment solutions for the client workforce
Evaluates enrollment request for large (1000+) groups to provide guidance & develops solutions to communicate & educate clients employees on benefits & enrollment process
Facilitates discussion with management & key stakeholders on risks & financial implications of enrollments & enrollment firm performance
Leads brokers, enrollment firms & group administrators, on behalf of the client, thru the sold case process and obtains & validates information to be submitted to internal partners for processing
Manages relationship with third-party enrollment services firm, on clients behalf to ensure proposed solutions meet client needs
Manages the installation process on the clients behalf while directing internal resources & setting customer expectations
Partners with third-party enrollment services firms to develop & implement educational/enrollment solutions for the clients
Post enrollment, delivers output to customers & seamlessly transitions customers to LFGs service model
Provides subject matter expertise to internal stakeholders to support LFG's product portfolio while adhering to enrollment timeline
Recommends & implements enrollment process enhancements to improve operational effectiveness based on assessment of the enrollment solution
Education & Experience
5 - 7+ Years Enrollment experience (Required)
4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) (Minimum Required)
A demonstrated track record of consistently meeting and/or exceeding performance expectations
Possesses a bias for action and avoids workplace distractions
Drives performance targets to completion
Travel Type : Regional Domestic
Travel Amount : up to 25%
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.
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 260-455-2558.
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. Opportunities throughout LFG are available to employees and applicants and are evaluated on the basis of job qualifications. We have a drug free work environment and we perform pre-employment substance abuse testing.