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Svc Rep, Financial Operations

2 months ago

Phoenix, United States Lincoln Financial Group Full time

What you'll be doing

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 Claims Service 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. 

• Completes processing in applicable system(s) according to established procedures.
• Completes routine and non-routine data entry in applicable system(s), with close attention to detail. Experience in SystemOne and the DocsNet system is preferred.
• Delivers routine work independently, in accordance with established procedures and guidelines, in a timely manner and meets deadlines appropriately.
• Identifies and communicates with appropriate internal stakeholders; reviewing reports and/or distributing other information as needed.
• Meets or exceeds departmental quality and service standards.
• Monitors all checks, vendor payments, and/or other documents for required fields and service type.
• Provide timely, accurate support to time-sensitive processing for documents and other records.
• Provides a diverse range of information and performs a diverse range of tasks/transactions related to common programs and services.
• Provides timely, accurate administrative support as needed for their area(s) of responsibility.
• Researches, identifies, and updates documentation and communication preferences.
• Reviews and processes refunds and/or vendor payments daily and reconciles differences/errors.
• Reviews vendor requests and/or payments for accuracy.
• Submits vendor set-up requests and follows up on rejected referrals when incomplete or incorrect.
• Supports and promotes change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.
• Updates logs, notes, and other relevant documentation/records in applicable system(s) in accordance to established procedures for all tasks.
• Works with the assigned organization and other departments to ensure processing requirements are met.

What we’re looking for

Must-have experience (Required):
· High School Diploma or GED.
· 0-1+ Years of claims experience with an Associates Degree or above OR 2-3 years of claims experience that directly aligns with the specific responsibilities for this position and no degree.
· 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. 

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).

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:

Clearly defined career tracks and job levels, along with associated behaviors for each Lincoln leadership Attribute.

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: $ - $; 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.