What you'll be doing

• Collaborates with appropriate internal business partners to research, resolve, and implement resolutions to customer issues.
• Develops relationships & collaborates with a network of internal and external business partners to deliver issue resolution.
• Reviews data profiles to validate data across systems is accurate.
• Reconciling data quarterly and at year-end to ensure accurate tax reporting.
• Identifies and communicates to management process improvements that reduce workloads or improve quality.

What we’re looking for

Must-haves :

• 1-3 years’ experience in financial services or claims that directly aligns to the responsibilities for this position.
• Excellent communication, collaboration, and analytical skills
• Intermediate Excel Experience
• 4 Year / Bachelor's degree or equivalent work experience (1-3 years of experience in lieu of Bachelor's) (Minimum Required)

Nice to haves :

• Tax Reporting / Accounting Experience
• Works with mathematical concepts such as averages and / or variances
• Financial Services Experience

What’s it like to work here? At Lincoln Financial Group, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives.

A clearly defined career framework to help you successfully manage your career

Leadership development and virtual training opportunities

PTO / parental leave

Free financial counseling, health coaching and employee assistance program

Tuition assistance program

A leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situations

Effective productivity / technology tools and training

Pay Range : $53,500 - $92,500 Actual base pay could vary based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role.

The base pay is just one component of Lincoln’s total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual.

Other rewards may include long-term incentives, sales incentives and Lincoln’s standard benefits package.

Last updated : 2024-04-03