Service Processor II, Appointment Team

Date: Jul 8, 2019

Location: Concord, NH, US

Company: Lincoln Financial






Alternate Locations: Concord, NH (New Hampshire)



Relocation assistance is not available for this opportunity.


Requisition #59512


About the Company


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 $253 billion in assets under management as of December 31, 2017.


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.


The Role


As a Service Processor II for the Appointment Team, you will be responsible for reviewing and processing all types of Producer Solutions Operations transactions for firms and their producers while following all compliance and state guidelines. This is the third level of four roles within the licensing function.




  • Reviews contracting paperwork for accuracy and processes transactions while maintaining or exceeding productivity and quality guidelines as set by the department
  • Processes all types of producer solutions operations transactions exhibiting the increased technical knowledge of the necessary systems and understanding of processes and procedures in order to complete job responsibilities
  • Demonstrates in-depth knowledge of state licensing and appointment requirements along with Lincoln Financial Group's distribution models and products
  • Tests administrative processes and system updates or enhancements to verify operational efficiency and alignment with business needs in support of products, departmental process and distribution channels as required
  • Identifies potential system and process enhancements to improve efficiency and accuracy Provides this feedback to managers
  • Maintain confidentiality of producer information and observe privacy regulations




  • High School diploma/GED or minimum Associate's Degree in lieu of required experience 




  • 2-3 years of experience in a financial services company/industry
  • Knowledge of Producer Solutions Operations systems such as PMACS, IMPACT, AWD, SIRCON, WEBCRD, and Issue Log database is preferred
  • Computer Skills: Windows and Microsoft Office proficient
  • Strong written and verbal communication skills to communicate with all levels of the organization including field partners
  • Reasoning Ability: Strong analytical and problem-solving skills required to ensure all requests are correctly handled
  • Demonstrates superior customer service skills
  • Ability to perform repetitive tasks while maintaining speed of work and attention to detail
  • A self-starter who embraces team work and has strong organizational skills to handle multiple priorities efficiently Intermediate
  • A demonstrated track record of consistently meeting and/or exceeding performance expectations
  • Possesses a bias for action and avoids workplace distractions
  • Drives performance targets to completion



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, veterans 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.


Nearest Major Market: Concord
Nearest Secondary Market: Manchester

Job Segment: Database, Technology