Enrollment Kit Specialist

Enrollment Kit Specialist

Job: IRC29879





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Description








Job Title Enrollment Kit Specialist

Location Fort Wayne, IN, US

Detailed Description


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.

This position works with internal stakeholders to develop and maintain enrollment materials related to employer-sponsored defined contribution plans for all market types: (403(b), 401(k), 457(b), 401(a), etc) in a document automation environment. Duties may also include managing document automation system(s) technology.

Job Requirements


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Supports the ongoing development and implementation of Defined Contribution Proposal and Enrollment (DCPES) system requirements
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Develops new employer-specific enrollment materials for all Defined Contribution products and markets
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Updates existing enrollment materials to accurately reflect plan design changes
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Ensures that content is appropriate to plan legal documents, consistent with brand standards and Marketing guidelines, and in accordance with regulatory guidelines
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Works with stakeholders to obtain approval of materials within critical deadlines
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Maintains excellent documentation of all product-level, plan-level, and regulatory changes to enrollment kits
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Orders approved enrollment materials
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Manages to inventory of team-owned and supplemental materials
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Negotiates with internal/external stakeholders to satisfactorily address all customer requests
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Demonstrates accountability for timeliness, accuracy, and cost

Additional Details


EDUCATION and/or EXPERIENCE
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Bachelors Degree plus five years industry experience; or eight years experience in a similar role in the insurance industry.

TECHNICAL SKILLS
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Technologically adept with universal systems, software, and equipment, especially desktop publishing software/systems
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Skilled with database construction, manipulation, and management
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Proficient extrapolating and segmenting data for management reports and analysis
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Well-versed in managing data feeds and data extracts, including but not limited to XML and pipe delimited files
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Able to work effectively within proprietary systems

LANGUAGE SKILLS
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Read and interpret documents such as plan implementation specifications, plan amendments, letters of intent, fund activity notices, and asset allocation proposals
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Ask clarifying questions, as needed, to gain understanding of difficult or unclear materials
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Clearly communicate progress against deliverables to key stakeholders

LEADERSHIP EXPECTATIONS
Strategic Skills, Innovation, Diversity & Inclusion, Enterprise Thinking, Relationship Building, Talent Management, Execution, and Optimism
OTHER
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Carries out duties in compliance with all state and federal regulations and guidelines.
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Complies with all company and site policies and procedures.
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Remains current in profession and industry trends.
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Makes a positive contribution as demonstrated by:
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making suggestions for improvement
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learning new skills, procedures and processes.
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Performs other duties as required.

How To Apply


Only on-line applications will be considered.
Lincoln Financial Group ("LFG") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information. Opportunities throughout LFG are available to employees and applicants and are evaluated on the basis of job qualifications. We have a drug free work environment and we perform pre-employment substance abuse testing.
Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates.
Lincoln Shared Values: Integrity, Commitment to Excellence, Responsibility, Respect, Fairness, Diversity, Employee Ownership.

Lincoln Affiliates Shared Services
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