Tele-App Specialist Underwriting and New Business

Date: Jun 21, 2019

Location: Hartford, CT, US

Company: Lincoln Financial

Alternate Locations: Hartford, CT (Connecticut)

Relocation assistance is not available for this opportunity.

Requisition #58703

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 $238 billion in assets under management as of December 31, 2018.

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 the Tele-App Specialist, you will be responsible for obtaining essential information for completing a life insurance application via a telephone interview providing a service to the producer which eliminates their need to complete an application.  Normal working hours for this position will be Monday – Friday from 9am – 6pm EST with the expectation of potential evening and weekend work as needed for scheduled customer interviews.




Customer Interaction

  • Schedules and conducts phone interview with clients to obtain information to complete life insurance application (including detailed medical questions).
  • Maintains effective communication with producers, members of Underwriting, other business areas, and Sales organization.
  • Supports producers with any questions they have regarding forms/procedures/process.
  • Provides ongoing status updates on pending cases to producers and LFD Wholesalers.

Administrative Services

  • Reviews Tele-App tickets and obtains missing information, guides producer in correcting forms, verifies licensing, appointments, and registration
  • Packages application and accompanying forms to producers, along with directions for completion.


  • Provides guidance and training to producers regarding products, changes, procedures, forms, state and federal regulations, underwriting requirements, and compliance issues.





  • Undergraduate degree or 4+ years of comparable work experience
  • The ability to pass a Life Insurance Exam within 4 weeks of hire date.  Required.




  • 1-3+ years of experience in the life insurance industry or with similar work experience that directly aligns with the specific responsibilities for this position
  • You will be expected to work some evening and weekend hours as needed for scheduled customer calls.
  • 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: Hartford

Job Segment: Underwriter, Insurance