Social Security Claims Specialist
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Job Description
Social Security Specialist at Lincoln Financial handling Social Security Disability Insurance claims. Acts as liaison between internal teams, claimants, and legal representation.
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.
Requirements:
- High School diploma or GED or minimum Associate degree in lieu of required experience.
- 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.
- 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.
- 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:
- PTO/parental leave
- Competitive 401K and employee benefits
- Free financial counseling, health coaching and employee assistance program
- Tuition assistance program
- Effective productivity/technology tools and training
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