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Sr. Consultant, Case Management

Lincoln Financial Group Atlanta, GA

Job Description






Alternate Locations: Atlanta, GA (Georgia); Boston, MA (Massachusetts); Denver, CO (Colorado); Houston, TX (Texas); Kansas City, KS (Kansas); Los Angeles, CA (California); Nashville, TN (Tennessee); New York, NY (New York); Omaha, NE (Nebraska); Philadelphia, PA (Pennsylvania); Portland, OR (Oregon); San Francisco, CA (California); Seattle, WA (Washington)



Relocation assistance is not available for this opportunity.


Requisition #56304


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



This role will serve as a customer-facing liaison, to develop & implement enrollment solutions in collaboration with LFG clients for benefits products. S/he will work as an independent resource to LFG clients, utilizing creativity, ingenuity & analytical skills to develop enrollment initiatives. Additionally, this role will work with external enrollment firms to develop educational/enrollment solutions to meet the needs of the client & its workforce.




  • Acts as the primary customer contact managing all communication & timelines with customers during the onboarding process
  • After the client selects enrollment solutions, develops & coordinates, in collaboration with LFGs internal marketing department, all LFG pre-enrollment marketing & communication materials
  • Analyzes information on the client, client industry & products purchased to understand the educational/enrollment solutions to meet clients needs
  • Collaborates with client to retain third-party enrollment services firm including recommendation of vendor to develop & implement educational/enrollment solutions
  • Collaborates with internal teams to ensure effective development of sales offerings
  • Consults with client & enrollment services firm to build/revise enrollment method to streamline processes, reduce costs & optimize employee utilization of benefits
  • Directs entire enrollment process working with third party enrollment firm & internal partners, on clients behalf to meet client needs
  • Establishes & develops relationships with client to collaborate on educational & enrollment solutions for the client workforce
  • Evaluates enrollment request for large (1000+) groups to provide guidance & develops solutions to communicate & educate clients employees on benefits & enrollment process
  • Facilitates discussion with management & key stakeholders on risks & financial implications of enrollments & enrollment firm performance
  • Leads brokers, enrollment firms & group administrators, on behalf of the client, thru the sold case process and obtains & validates information to be submitted to internal partners for processing
  • Manages relationship with third-party enrollment services firm, on clients behalf to ensure proposed solutions meet client needs
  • Manages the installation process on the clients behalf while directing internal resources & setting customer expectations
  • Partners with third-party enrollment services firms to develop & implement educational/enrollment solutions for the clients
  • Post enrollment, delivers output to customers & seamlessly transitions customers to LFGs service model
  • Provides subject matter expertise to internal stakeholders to support LFGs product portfolio while adhering to enrollment timeline
  • Recommends & implements enrollment process enhancements to improve operational effectiveness based on assessment of the enrollment solution


Education & Experience

  • 5 - 7+ Years Enrollment experience (Required)
  • 4 Year/Bachelors degree or equivalent work experience (4 years of experience in lieu of Bachelors) (Minimum Required)
  • 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


Travel Information

  • Travel Type : Regional Domestic
  • Travel Amount : up to 50%


This position may be subject to Lincolns 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 Lincolns 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.

Job Details

Date Posted September 15, 2018
Date Closes October 15, 2018
Requisition 56304-en_US
Located In Atlanta, GA
Department Customer Service
SOC Category 00-0000.00