Benefit Counselor – (on call) Cincinnati, OH – Work from home job – Lincoln Financial – Cincinnati, OH

Benefit Counselor – (on call) Cincinnati, OH – Work from home

Lincoln Financial

490 reviews

Cincinnati, OH

Alternate Locations: Cincinnati, OH (Ohio)

Relocation assistance is not available for this opportunity.

Requisition #30501

About the Company

Lincoln Financial Group provides advice and solutions that help empower Americans to take charge of their financial lives with confidence and optimism. Today, more than 17 million customers trust our retirement, insurance and wealth protection expertise to help address their lifestyle, savings and income goals, as well as to guard against long-term care expenses. Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. The company had $222 billion in assets under management as of March 31, 2015.

The Role

As an on–call Benefits Counselor, you are responsible for effectively and professionally representing Lincoln Financial Group in all enrollment activities for all product offerings, which require a purchasing decision on behalf of the eligible employee and/or family member.


Use in depth knowledge and understanding of all Employer Paid and Employee Paid offerings to enroll Lincoln products

Provide complete on-site enrollment services to eligible employees and/or family members on site of the employer/Lincoln Financial Group client

Engages customer at place of employment to educate, inform, and enroll Lincoln based products

Conduct business on behalf of Lincoln Financial Group in a manner that supports a positive company image, is in compliance with all required rules and regulations and is ethical in all considerations

Works independently and exercises discretion to offer creative employer on-site solutions

Quality Assurance/Compliance

Delivers “needs based” benefit presentations to diverse employee groups as well as presenting in a one on one method while collecting enrollment data using Lincoln Financials Enrollment tools for both new customers and re-enrolling customer support.

Ensures that all applications and forms are in compliance with state and federal regulations, underwriting guidelines and company policies and procedures

Maintains all necessary State insurance licenses for valid insurance business solicitation activities


Undergraduate degree or 4+ years of comparable work experience

Resident state life Health license required

Job Specifications

3 – 5 + years of experience working with group enrollments and worksite insurance that directly aligns with the specific responsibilities for this position

Proficiency in Microsoft Office Suite; especially Excel and is proficient with e-mail systems

Solid oral and written skills; presentation skills a must. Bi-lingual (English/Spanish) strongly preferred.

Ability to work under pressure to handle rush requests, problem solve, and to meet deadlines.

Ability to analyze problems and makes well-reasoned, sound decisions

A demonstrated track record of consistently meeting and/or exceeding performance expectations

Possesses a bias for action and avoids workplace distractions

Drives performance targets to completion; Displays drive and initiative

Demonstrated planning skills including strong attention to detail, highly organized and able to prioritize work independently

Ability to travel

Ability to work various shifts #LI-POST

This position may be subject to Lincoln’s Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln’s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.

490 reviews

Lincoln Financial Group, a Fortune 500 company, provides advice and solutions that help empower people to take charge of their financial…

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A Computer Programmer whose articles got mentions from the likes of The New York Times, Kissmetrics and AllTopStories. He writes articles, novels and poems; spends most of his time reading everything he could get his hands on. He is currently pursuing his Masters from The University of Illinois and holds a Bachelors in Electronics Engineering from the University of California. He is a programmer, a motivational writer and speaker.

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