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Svc Rep, Financial Operations
Svc Rep, Financial Operations-March 2024
Raleigh
Mar 17, 2025
About Svc Rep, Financial Operations

  Alternate Locations: Work from Home

  Work Arrangement:

  Hybrid/Flexible : Work at home and use the office as appropriate for in-person collaboration.

  Relocation assistance: is not available for this opportunity.

  Requisition #: 72734

  The Role at a Glance

  We are excited to bring on a Services Representative to join our Claims Support Organization supporting Group Protection a remote environment.

  Background Details

  Instructor led and peer training will be provided to you along with coaching and development to prepare you to perform in this fast-paced environment. Training will provide you with foundational knowledge to assist you in excelling in a career with Lincoln Financial Group.

  As a Services Representative, you will primarily provide financial, administrative, and operational support for dental recovery and the GRINS system. This role also includes responsibilities within Docsnet and SystemOne. You will handle a variety of routine and non-routine financial and administrative tasks, including phone calls, document management, vendor payments and other tasks as needed. This opportunity will provide insight into the world of group insurance administration while gaining new skills through a defined career pathing and development program. If this sounds like a role for you, please read on!

  What you'll be doing

  You will identify and communicate with appropriate internal stakeholders; reviewing reports and/or distributing other information as needed.

  You will monitor all checks, vendor payments, and/or other documents for required fields and service type.

  You will provide timely, accurate support to time-sensitive processing for documents and other records.

  You will research, identify, and update documentation and communication preferences.

  You will review and process refunds and/or vendor payments daily and reconciles differences/errors.

  You will review vendor requests and/or payments for accuracy.

  You will submit vendor set-up requests and follow ups on rejected referrals when incomplete or incorrect.

  You will update logs, notes, and other relevant documentation/records.

  What we’re looking for

  Must-have experience (Required):

  High School Diploma or GED.

  0 - 1+ Years experience in a financially oriented function directly aligned to the specific responsibilities of this role.

  Nice-to have Experience (Preferred):

  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).

  Experience in Dental and the GRINS system.

  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. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.

  What’s in it for YOU:

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

  Leadership development and virtual training opportunities

  PTO/parental leave

  Competitive 401K and employee benefits (https://hrdirectdocs.lfg.com/misc/HR/Recruiting/BenefitsResourcesGuide.pdf)

  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: $19.78 - $24.98

  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.

  About The Company

  Lincoln Financial Group helps people to plan, protect and retire with confidence. As of Dec. 31, 2022, approximately 16 million customers trust our guidance and solutions across four core businesses – annuities, life insurance, group protection and retirement plan services. As of September 30, 2023, the company had $290 billion in end-of-period account balances, net of reinsurance. Headquartered in Radnor, Pa., Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. Learn more at LincolnFinancial.com.

  Lincoln is committed to creating a diverse and inclusive (https://www.lfg.com/public/aboutus/companyoverview/diversityinclusion?audience_page_id=1422918942386) environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

  Follow us on Facebook (http://www.facebook.com/lincolnfinancialgroup) , X (https://mobile.twitter.com/lincolnfingroup) , LinkedIn (https://www.linkedin.com/company/4307?trkInfo=tas%3Alincoln+financial%2Cidx%3A3-1-3&trk=tyah) , and Instagram (https://www.instagram.com/lincolnfingroup/) . For the latest company news, visit our newsroom (https://www.lincolnfinancial.com/public/aboutus/newsroom) .

  Be Aware of Fraudulent Recruiting Activities

  If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.

  Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at fraudhotline@lfg.com if you encounter a recruiter or see a job opportunity that seems suspicious.

  Additional Information

  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, Veteran 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.

  This Employer Participates in E-Verify. See the E-Verify (https://www.e-verify.gov) notices.

  Este Empleador Participa en E-Verify. Ver el E-Verify (https://www.e-verify.gov/es) avisos.

  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.

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