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Role Description

We are excited to bring on a Recovery Specialist to join our Claims Organization supporting Group Protection in our Omaha, Atlanta, Charlotte, or Dover based office.

The Financial Services Team will provide you with several weeks of paid training, coaching and development to perform in this fast-paced environment. Training will be led by one of our dedicated trainers in a virtual setting, along with a cohort of peers, and will provide you with foundational knowledge to assist you in excelling in a career with Lincoln Financial Group.

As a Recovery Specialist, you will be responsible for managing the calculation and recovery of offsets, settlements, and overpayments of disability claims. In this role, you will:

• Gather financial and other relevant information from customers, claimants, claims case managers, and vendors to validate benefits paid and calculate potential overpayments.
• Negotiate timely, appropriate repayment arrangements and settlements.
• Pro-actively identify claims with potential benefits based on other income sources and establish offsets within the system.
• Document, update, and maintain claims accurately in defined tracking system with key dates and outcomes.
• Collaborate with identified contacts (vendors, claims case managers) via email and telephone to resolve issues and improve customer efficiencies.
• Analyze and calculate complex financial payments (VDI, variable tax, etc.) from customers, claimants, Disability Case Managers, and vendors.
• Interpret policy/contract provisions, calculation modes, benefit offset options, and work earnings.
• Provide quality service at goal (or higher) and achieve production goals set for each daily task performed.
• Support and promote change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.
• Consult with claimants and customers to explain calculations and collection processes.
• Negotiate settlements and repayment plans while keeping within state and federal debt and collection guidelines.
• Deliver and foster a “customer centric” approach by providing value to customers beyond their expectations.

Qualifications

• High School Diploma or GED.
• 0-1+ Years of claims experience with an Associate’s Degree or above OR 2-3 years of claims experience that directly aligns with the specific responsibilities for this position and no degree.
• Effective strong written, verbal communication skills and mathematical skills.
• Ability to maneuver through multiple systems/databases/platforms/software.
• Ability to be adaptable/flexible as business needs change.
• 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).

Requirements

• Familiarity with medical terminology (preferred).
• Financial acumen (preferred).
• Disability Contractual acumen (preferred).

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.
• The pay range for this position is $24.07 - $25.34 with anticipated pay for new hires between the minimum and midpoint of the range.