Client Experience Specialist

Job not on LinkedIn

🕒 October 8

🦌 Connecticut – Remote

🦌 Connecticut – Remote

💵 $52.5k - $84k / year

⏰ Full Time

🟢 Junior

🏆 Customer Success

👻 Ghost score 1%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Lincoln Financial

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1905

💼 Consulting

⚖️ Legal

💸 Finance

Consulting • Legal • Finance

Lincoln Financial is an organization dedicated to protecting the privacy and security of its job applicants. It actively informs candidates about potential recruitment scams and outlines its robust hiring procedures, making clear that they do not request sensitive personal information during the application process. The company offers a diverse range of career opportunities across various fields including actuarial, finance, legal, and customer service, and is committed to maintaining equal employment opportunities.

📋 Description

• Manage the end-to-end administration of the Private Placement Life Insurance (PPLI) policy life cycle • Handle new business and case management, forms management, policy issuance, policy delivery, post-issue transactions, incoming requests and inquiries, and the death claim process • Serve as a primary point of contact for PPLI Sales, Underwriting, Product, specialty brokers, and other business partners • Guide stakeholders through case requirements, status updates, and next steps • Review new business submissions for accuracy, completeness, and compliance, resolving routine discrepancies • Collaborate with Underwriting to support case approvals and complete policy issuance activities • Coordinate IDF implementation, planning, funding, and related case activities with Product and other partners • Maintain PPLI forms and coordinate regulatory updates with Compliance, Legal, and State Filing teams • Process premium payments, renewals, fund transfers, and related Executive Benefits transactions for COLI, BOLI, and ICOLI products • Research and resolve service, transaction, and reporting issues, escalating exceptions as appropriate • Identify case-level risks, financial implications, process gaps, and service concerns; communicate findings and recommend next steps • Lead process improvement by defining workflows, maintaining procedures, producing reporting, and identifying efficiencies • Contribute to team projects and implementation of departmental and enterprise changes • Build and maintain relationships with brokers, distribution partners, underwriters, and internal stakeholders • Reprioritize and pivot quickly as case needs and business priorities change

🎯 Requirements

• 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) • 1+ Years of experience in a client-, broker-, or partner-facing role in a service, operations, or case management environment • Life insurance new business/case management experience is a plus but not required • Excellent written and verbal communication and collaboration skills • Proven ability to build and maintain strong relationships with sophisticated brokers • Excellent organizational skills and ability to prioritize workload and multitask while maintaining strict attention to detail • Comfort working in a fast-paced environment where priorities change quickly • Ability to evaluate information and data trends, solve challenging but non-complex problems, apply sound judgment, draw conclusions, and act effectively with limited standardization • Interest in process and continuous improvement • Ability to define workflows, document procedures, and create reporting • Ability to learn complex life insurance products and related investment options quickly • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

🏖️ Benefits

• Clearly defined career tracks and job levels • 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 • Annual Incentive Program eligibility • Potential long-term incentives and sales incentives • Lincoln’s standard benefits package

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