[Hiring] Installation Processor II @Lincoln Financial

Role Description

We are excited to bring on an Installation Processor II to join our Workplace Solutions Team in a remote, work-from-home environment.

The Workplace Solutions Team will help you establish and grow your career in Group Benefits providing you with coaching and development to perform in this fast-paced environment.

• Perform end-to-end system configuration for assigned implementation cases in accordance with defined requirements, timelines, and established procedures.
• Support assigned Implementation Managers by completing configuration and processing activities on their behalf to enable timely and accurate case progression.
• Coordinate and communicate with Contracts, Enrollments, and other internal stakeholders to complete dependent workstreams and ensure readiness for implementation.
• Review sold case information and identify participation, guarantee issue, billing, commission, contractual, and eligibility requirements using established underwriting guidelines.
• Execute system transactions accurately, including applying sales credit and ensuring all case data is entered and validated in designated systems.
• Compile, review, validate, and finalize all required documentation and deliverables to support successful case installation and implementation handoff.
• Provide guidance and instructions to team members and internal partners on contract creation, certificate generation, enrollments, file usage, and system processes to ensure accurate billing and quality outputs.
• Conduct enrollments of members into appropriate administrative systems and/or conduct reinsurance reviews, when applicable.
• Process all sold cases end-to-end, ensuring required documentation is obtained, system entries are completed, and output materials are finalized to deliver a high-quality implementation experience.
• Communicate effectively with internal stakeholders throughout the implementation lifecycle, demonstrating flexibility, responsiveness, and a customer-focused approach at every touchpoint.
• Meet or exceed established productivity, quality, accuracy, and service-level standards in a high-volume, production-based environment.

Qualifications

• High School or GED.
• 2 - 3 Years of customer service, product and/or service implementation and/or project management experience.
• Ability to communicate effectively (verbal/written).
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

Requirements

• Ability to work with internal stakeholders or cross-functional partners.
• Ability to prioritize workload based on volume, urgency, and priority.
• Ability to navigate multiple systems simultaneously and embrace technology needs.
• Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.

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.