Details: Lincoln Financial Group is a diversified financial services organization with a strong focus on four core business areas - life insurance, annuities, defined contribution, and group protection; and three distribution platforms - wholesale, retail, and worksite. Since 1905, Lincoln Financial has helped customers face their futures with confidence by offering trusted financial solutions and advice. Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates.General Purpose of Job The Adminstrative Sales Assistant will provide administrative support in a fast paced dynamic environment in the Regional Sales Office. Performs all required sales specialist and administrative functions. Performs quote processing, assists new case submission, from time of sale through I-Team issuance; selling activities; and in force responsibilities. Assists in the promotion of office sales and coordinates events and meetings as requested. Assists Marketing Representatives, Account Managers, Brokers and Clients with processing, questions and problems. Communicates and interacts with Home Office and external customers in support of selling activities. Maintains office and producer records.The incumbent will ensure a high level of confidentiality as the communication gatekeeper and will be responsible for responding to phone calls and e-mails in a professional and timely manner. The incumbent will make travel arrangements and will process expense reports in a timely fashion. Assist in the preparation of presentations, reports, letters, and documents in a timely basis. Maintains confidentiality of all job duties and responsibilities in support of the Sales Team.Essential Job Functions:Performs quoting activities such as: pre-qualifying quote, review quoting information for completeness; gather pertinent information from Broker such as rate verification, experience, census, etc.; determine plan design; screen for eligibility; determine if bank and strategic discounts are appropriate; and generate rates and proposal based on LFG underwriting guidelines, as needed. Qualify/prioritize quotes to focus on those most lkely to sell. Performs research on duplicate quotes. Performs directory/Internet searches for SIC codes and inforce groups, as needed. Assists Brokers with general questions on products by understanding and becoming knowledgeable in basic product information and guidelines of eligible groups. Follow up and negotiates with Underwriters and Brokers on quotes and renewals to assist Marketing Representatives.Develop and maintain relationship with Account Managers and Sales Assistants within Broker offices. Conduct Broker office visits as necessary. Help maintain Client relations management database for Marketing Representative. Oversee data to make sure consistent Broker calls are taking place. Make Broker calls on behalf of the Marketing Representative when appropriate.Develop reports, recognize opportunities, and present ideas for new sales. Work with the Home Office to obtain necessary competitive/marketing data. Complete contract and rate comparisons as needed.Work closely with LFG Account Managers and assigned Marketing Representatives on assigned inforce block of business and renewals. Research quote options, gather missing information, etc. Deliver renewal notices when appropriate.Communicate with and educate Brokers and Clients on LFG service model, policies and procedures. Refer all service problems/questions from Brokers and Clients regarding claims, and in-force cases to the Omaha office for resolution. Partner with appropriate Home Office Client Services Tea Leader to troubleshoot service problems.Assist with processing of all sold cases from time of sale until I-Team issuance. Clearly communicate necessary case features to Implementation Manager. Conduct effective implementation meetings if necessary.Collects and submits RFQs, applications, participation agreements, and other pertinent materials from distributors (Broker, TPA, Agent, EBF), and reviews information for completeness, communicate with distributors concerning any needed information such as rate verification, experience, census, etc.Must adhere to market conduct requirements. Maintain client and broker confidentiality.Assist Marketing Reps, Brokers, Enrollers, and other appropriate individuals with enrollments, Conduct enrollment meeting as necessary.Responsible for collection and maintenance of accurate producer and distributor information. Verify that producers have current license and are appointed based on appropriate state regulations. Screens amendments requests for specific plan design, effective date, options, commissions, etc. and communicates requests to Underwriting. Complete and submit amendments as necessary. Complete NBOC form for sales credit as applicable.Greets customers and interacts with internal and external customers in person and via phone in a professional, courteous and helpful manner. Displays teamwork. Maintains office supplies and equipment in accordance with budget. Maintain individual calendar and travel arrangements as directed. Coordinate temporary help needs and activities. Maintains electronic and paper files. Coordinate meetings and other scheduling activities. Prepare correspondence, presentation materials, and expense reports to provide and maintain information for quotes, Brokers, and/or Marketing Representatives.Identify and recommend process improvements for regional hub office operation.
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