Lincoln Financial · 11 hours ago
Social Security Claims Specialist
Lincoln Financial is a company focused on helping people plan for their financial futures. They are seeking a Social Security Claims Specialist to manage SSDI assignments, liaise with claimants and legal representatives, and provide detailed information regarding SSDI benefits.
AdviceFinanceFinancial ServicesInsurance
Responsibilities
Supports and promotes change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility
Meets or exceeds departmental quality and service standards
Works overtime as needed
Delivers routine work independently, in accordance with established procedures and guidelines, in a timely manner and meets deadlines appropriately
Makes routine & non-routine decisions, applying limited but increasingly more discretion within role except for matters of significance which affect the business as a whole or a significant part of it, in accordance with established procedures & guidelines
Applies expanded knowledge obtained from the role in increasingly more complex situations and continues to acquire more knowledge to apply in role
Provides a diverse range of information and performs a diverse range of tasks/transactions related to common programs and services
Reviews and interprets disability insurance policies with specific attention to provisions related to other income and/or offsets
Contacts and educates claimants eligible for SSDI benefits. Explains both the differences and coordination between the disability policy/benefits and the SSA's benefits/adjudication
Provides initial guidance and continues on-going communication with claimants regarding their SS responsibilities and follow-up items until a final determination is made
Accurately posts SS offsets in applicable system(s)
Develops and maintains working relationships with SSDI vendors and/or claimant attorneys
Works closely with internal benefits/claims teams; regularly providing information and updates regarding Social Security eligibility and determinations
Recognizes issues and raises concerns to management, with recommendations for improvement
Takes initiative to investigate issues and identify root causes; recommends solutions to improve operational effectiveness
Maintains and updates knowledge of SSDI guidelines and departmental policies & procedures
Qualification
Required
High School diploma or GED or minimum Associate degree in lieu of required experience. (Minimum Required)
2 - 3 Years' experience in claims or other insurance operations directly aligned to the specific duties for this role OR for candidates with an Associate degree or above, 0-1 year experience in claims or other insurance operations directly aligned to the role (Required)
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
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)
Benefits
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
Company
Lincoln Financial
Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future.
Funding
Current Stage
Public CompanyTotal Funding
$825MKey Investors
Bain Capital
2025-04-09Post Ipo Equity· $825M
1985-04-26IPO
Leadership Team
Recent News
GlobalFinTechSeries
2025-12-05
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