Job Description

The Client Service Specialist fills a vital role in our firm, working closely with our team, strategic partners and clients. Our service-oriented approach requires an enthusiastic, self-motivated professional with excellent interpersonal and communication skills. The right person for this position will have a highly defined sense of urgency so that our customers’ needs are satisfied in a timely fashion. The Client Service Specialist will be a team-player that is detail-oriented, organized and can complete projects and tasks over a long-period of time. We expect all staff to possess the highest degree of integrity.

RESPONSIBILITIES INCLUDE:

• Quoting large and small groups for various lines of coverage – health, dental, life, disability, etc.
• Group insurance servicing
• Insurance underwriting
• Qualified plan reviews, analysis, reporting and proposals
• Complete special project work as needed
• Scheduling
• Update Client Relationship Manager Platform

REQUIREMENTS:

• Desire to learn and continuously build new skills

• Computer proficiency including MS Word, Excel and Outlook

• Comfortable learning other software programs and managing our client relationship management database

• Strong communication skills, written and verbal

• Proven organization and time management skills and attention to detail

• Solid listening and questioning skills to ensure accuracy

• Experience with employee benefits a plus but not necessary

• Insurance license required within six months of hire

• College Degree required

• Insurance license required within six months of hire

Company Description

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 $238 billion in assets under management as of December 31, 2018. 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.