Annuity Case Coordinator

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Date: Jun 13, 2025

Primary Location: Fort Wayne, IN, US

Company: Lincoln Financial

Alternate Locations: Work from Home

Work Arrangement:

Remote : Work at home employee

Relocation assistance: is not available for this opportunity.

Requisition #: 74732

The Role at a Glance

We are excited to bring on an Annuity Case Coordinator to join our Insurance Operations organization in a work from home environment.

Background Details

As an Annuity Case Coordinator, you will be responsible for processing new business applications. You will process increasingly complex data and financial transactions, ensuring all information is complete and in good order. You will communicate with financial advisors and/or wholesalers to provide not in good order (NIGO) information for pending business. Additionally, you will share general knowledge across the team to build technical capabilities across the business area. If this sounds like a role for you, please read on!

What you'll be doing

You will process increasingly complex data and financial transactions in accordance with established procedures and guidelines independently, in a timely manner and meeting departmental quality/production standards. You will ensure the information is complete and in good order. You will also create and maintain up to date procedural documentation as needed.
You will communicate verbally and in written form effectively with applicable internal and external stakeholders to obtain increasingly complex needed information while maintaining a professional demeanor in all interactions. You will also communicate regularly with management on recognized trends of issues and/or concerns.
You will resolve increasingly complex customer contract discrepancies by investigating documentation and determining applicable adjustments. You may create new contracts as needed.
You will provide customer service to internal and/or external stakeholders, recognizing what needs to be done to meet customer needs and demonstrates flexibility and responsiveness to meet customer needs.
You will share knowledge and information and/or enable less experienced team members to perform their assignments.
You will recognize general issues/concerns and identify/recommend process improvements to positively influence the team and quality.

What we’re looking for

Must-have experience (Required):

High School Diploma or GED or minimum Associate degree in lieu of required experience.
0-1+ Years for candidates with an Associate’s degree or above, 0-1 year of Client Customer Support and Operations experience that directly aligns with the specific responsibilities for this position.
3-5+ years of Client Customer Support and Operations experience aligned with the responsibilities for this position.
Ability to work with others in a fast-paced, team environment.
Strong written and verbal communication skills.
Excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.
Ability to use sound judgement and discretion regarding confidential information.
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and general computer navigation skills.

Nice-to have Experience (Preferred):

Annuity operations and/or annuity new business experience.
Strong interpersonal skills with a collaborative style.
Solid relationship management skills with internal and/or external clients (e.g. management, peers, colleagues, customers).

Application Deadline

Applications for this position will be accepted through June 23, 2025, subject to earlier closure due to applicant volume.

What’s it like to work here?

At Lincoln Financial, 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 of Lincoln's core values and leadership attributes
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

The pay range for this position is $25.51 - $34.01 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is 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 (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services.

With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.

Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.

Lincoln is committed to creating an inclusive 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.

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 or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees.

Lincoln Financial ("Lincoln" or "the Company") 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, age, national origin or disability. Opportunities throughout Lincoln are available to employees and 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 notices.

Este Empleador Participa en E-Verify. Ver el E-Verify avisos.

Nearest Major Market: Fort Wayne
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