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Telephonic Intake Representative 1 Full-time

at Lincoln Financial in Georgia (Published at 12-01-2019)

Alternate Locations: Atlanta, GA (Georgia)


Relocation assistance is not available for this opportunity.


Requisition #58081


About the Company

Lincoln Financial Group, a Fortune 250 company with over 10,000 employees, provides advice and solutions that help empower Americans to take charge of their financial lives with confidence. Our core business areas ? Life Insurance, Annuities, Retirement Plan Services and Group Protection ? focus on supporting, preserving and enhancing over 17 million customer?s lifestyles and retirement outcomes.

Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. The company had $253 billion in assets under management as of December 31, 2017.

Ranked one of the Best Large Employers in America by Forbes magazine, Lincoln Financial Group makes a serious investment in our employees? futures through a broad range of wealth accumulation and protection plans, health and wellness programs, and career development resources designed to help each individual reach their personal and professional goals.


The Role

The Telephonic Intake Representative will perform and deliver on routine assignments for his/her assigned client service area(s) of responsibility independently in accordance with established procedures/guidelines. S/he serves as a direct point of contact for customers ensuring that good customer relations are maintained, and customer inquiries and concerns are resolved fairly and effectively.

Responsibilities

  • Documents customer interactions in appropriate system(s).
  • Escalates client service issues or concerns to senior team members and/or management.
  • Maintains customer confidentiality while complying with privacy regulations.
  • Performs research to respond to customer inquiries.
  • Provides accurate, timely information meeting the customer's needs through problem resolution.
  • Provides customer service to internal and/or external stakeholders, recognizes what needs to be done to meet customer needs and demonstrates flexibility and responsiveness to meet customer needs.
  • Recognizes general issues/concerns for assigned area(s), explains effect on the customer's service experience, and suggests process improvements.
  • Responds to and resolves customer inquiries meeting departmental quality and production standards.

Education & Experience

  • 0 - 1+ Years of general experience - need not be directly related to position(Required)
  • High School or GED (Minimum Required)


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.

Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees.

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.


Nearest Major Market: Atlanta


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