Note: The job is a remote job and is open to candidates in USA. Lincoln Financial is a company focused on helping people plan for their financial futures. They are seeking a Social Security Claims Specialist to manage SSDI assignments, liaise with claimants and legal representatives, and provide detailed information regarding SSDI benefits.
Responsibilities
- Supports and promotes change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility
- Meets or exceeds departmental quality and service standards
- Works overtime as needed
- Delivers routine work independently, in accordance with established procedures and guidelines, in a timely manner and meets deadlines appropriately
- Makes routine & non-routine decisions, applying limited but increasingly more discretion within role except for matters of significance which affect the business as a whole or a significant part of it, in accordance with established procedures & guidelines
- Applies expanded knowledge obtained from the role in increasingly more complex situations and continues to acquire more knowledge to apply in role
- Provides a diverse range of information and performs a diverse range of tasks/transactions related to common programs and services
- 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
- Recognizes issues and raises concerns to management, with recommendations for improvement
- 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
Skills
- High School diploma or GED or minimum Associate degree in lieu of required experience. (Minimum Required)
- 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 (Required)
- 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
- 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
- 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 Overview
Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. It was founded in 1905, and is headquartered in Radnor, Pennsylvania, USA, with a workforce of 10001+ employees. Its website is https://www.lincolnfinancial.com/.
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