In my most recent position in Treasury Operations, we printed out our assigned accounts' daily activity, pulled the ledger activity from the G.G.I.S. system, and proceeded with the matching process. Any outstanding items were further researched in the G.G.I.S.system and any necessary journal ledgers were completed.
I was responsible for handling returned items, sometimes requiring notification to the customer. My department handled the Abandoned Property ledgers, as well.
I learned how to utilize my Accounting degree in the daily reconciliations of my assigned accounts. I also had to review variances in the monthly and year-end reports, often requiring consultations with the Actuarial Dept. or other departments as necessary. Communications with other departments was required on a daily basis.
Management was always available should issues arise.
Because the company had a program where they would cover the equivalent of a public university's tuition if an employee maintained a C average or above, I was able to take advantage of that for myself in enrolling in the evening degree program at High Point University. I passed this information on to several of my co-workers and they took advantage of the same grant program I had that then picked up almost all of the remaining tuition after the student paid the first 4 months tuition.
We had a wonderful cafeteria employees could take advantage of.
While the work was pretty structured, employees still had the flexibi
I started as his administrative assistant and performed all office functions for the senior producer while studying for my FINRA exam. These daily functions would include paperwork, filing, and sitting in on meetings. Once I passed my exams, in March 2014, my main function was to market for the senior producer while learning the business for my own portfolio and my own clientele. I worked on accounts whether it was filling out paperwork for a client or assisting with the communications to clients. Daily work would consist of responding to various emails, client services, client meetings, and meeting with wholesalers from various corporations. Also, I single-handedly enhanced the senior producer's communications using Constant Contact, CPA marketing emails, and monthly newsletters. In addition, I worked closely with compliance to be assured all materials were FINRA approved.
Also, in working with the senior advisor, we have recommended, implemented, and monitored portfolios comprised of variable annuities, managed money accounts, and brokerage accounts for clients individually and for retirement portfolios. Throughout my experience at Lincoln I have gained hands on experience regarding tax, investment and retirement, estate planning and asset protection strategies.
The hardest part of my job was being at a disadvantage due to my age. Since the senior producer networks to high net worth clients, they are more trusting of the senior producer's knowledge and expertise tha
4.0
Business Systems Analyst | Fort Wayne, IN | Jul 17, 2019
A good place if you can stay
My job was transitioned to a third party vendor so it was not my decision to leave the company. They have excellent benefits with 401k, Stock option, and Life/Work balance.
I loved my job and the people I worked with. Each person had a unique skill that made each person valuable in the team. We all got along and worked well. No drama or major issues within the team.
Management was a bit lacking in appreciating the team. It seems that they were under the ideas of critiquing everything and giving 'constructive criticism' but never complimented individuals that stayed late to update a new system, or resolution a major issue. It always came back that we didn't do something right so we need to work on this or that. They also had a "don't care to know the process" attitude when it came to systems or applications. So when you needed the help, you went to your teammates and avoided management since they didn't know anything.
Other departments were awesome to talk to unless it was an outside vendor. They preferred to chat through Instant Message rather than email which made it difficult. Vendors were also on different time zones so at times they were ready to help you at 3am when you are not in the office. We had to work on communicating better with the vendors.
Other departments have been known to have strict metrics and policies so we had to work around their schedules. They used tracking applications on their computers to gauge performance and production time. It is
3.0
Customer Service Representative | Greensboro, NC | Oct 30, 2013
My job is verying interesting & I love the people I work with.
A typical day at work starts off checking emails from clients/and or managment correspondence. Review accuracy of processed work from the day before and mail out correspondence. Then you would begin "Hitting get work" on the AWD production program. The work would include, changing life insurance ownerships, beneficiaries, reviewing power of attorney paperwork and adding assignments to the clients policy. I've learned a lot about life insurance and how polcies are created and maintained. You gain knowledge of all the legalities and procedures regarding life insurance. When I first started our department was stress free, but now the procedures have changed, the workload is more, with less time to meet production. This year has been the worse, since they added mandatory overtime. I usually don't mind overtime, but I have a little girl and the overtime was 10 hours a week, which put me at 50 or more hours a week. Not only that, but they added a HR procedure to help the managers have a guideline when it came to associates being out for any reason. You have to let them know 24 hours in advance if your going to be out of work , including if your sick, your childs sick or you have an emergency. If you have 6 or more days "Unexcused" absense, you are written up and on the 9th time you can be fired. This "occurence" they call it, will not come off until the next year. They have no regard for mother's with young children. They talk about life/work balance, which is only for the exempt w
• Assisted the Project Manager, to prepare the vision and the scope for the project.
• Prepared Business Requirement Document and Functional Requirement Document for the gathered requirements.
• Worked with the Stakeholders, Project Manager and senior Business & SQA (Software Quality Assurance) Analysts in defining, documenting the business needs and Business Process flows.
• Facilitated JAD workshops to identify project objectives and limitations and identification of key performance indicators.
• Used RUP and SDLC methodology, and managed the iterative cycles through an effective project plan created using MS Project.
• Participated in and contributed to as-Is and To-Be Process Modeling Sessions, and build process models responsible for analysis and reporting.
• Conducted walkthrough sessions with the end users and stakeholders to gather the modification requests from the user to upgrade or change the business specifications for the product.
• Worked extensively to write use cases and functional requirement case diagrams, activity diagrams, sequence diagrams, state diagrams based on UML methodology and business process flow diagrams using MS Visio.
• Performed feasibility and adaptability study to identify the business critical areas from User perspective
• Documented the Functional Requirements (FRD) and the System Requirements documents.
• Performed Gap analysis by identifying existing technologies and documented the enhancements to meet the end state require
I really enjoyed working for LFG. The people I worked for were smart, had reasonable expectations and were available to discuss any work or personal issues.
A typical day for me included developing written design documenation. The work was to define requirments, work with the business, set up meetings where needed, write macros, get sign offs, etc. After the new code was produced, testing of the new product was needed and working with the business to esure it was correct.
Being a business anyalyst had it challenges, the hardest part was getting an assignment and having very little to go on without much time to complete the project. However after spending time working with the business and identifying timelines, if the expectations were unreasonable management had your back as long as they were in the loop with the issues.
The only thing I did not like, and maybe this is personnel, but I really really dislike Agile. The 'everyone' work in the same room thing is distracting at best and puts a lot of undue stress on everyone. My job required a lot of concentration and much of the time I worked at my desk instead. Also the amount of quick meetings I feel is overkill. I think a well managed project with good communication between team members makes this unnessary. A daily overview is important to identify issues or road blocks but more than one is a problem.
In my experience the best part of the job were the people I worked with. This is probably the most important p
ProsWorked in Center City Philadelphia - close to great places to eat, easy to get around, etc.
ConsAgile
1.0
Customer Service Representative | Fort Wayne, IN | Jan 4, 2019
Awful place to work
This company does not train properly but yet they expect you to meet their crazy metrics. This is micromanagement at its finest I have never been so unhappy at a job. They are clueless on how to provide customer service because they only focus on the numbers, how many calls, how long on hold, they could care less about the customer and their satisfaction. They want to compete to be the best company for retirement plans but their strategy will never work. They want to cater to each employer but it is impossible because the employees cannot keep up with all these changes, requirements, and rules for each plan. On top of that, they are very behind the times they are still asking customers to mail or fax forms. People don't use faxes anymore and then they claim to be so concerned about the security of their customer's information yet they ask them to mail in the application with all their personal information. Can someone please tell me if that makes any sense. Why not allow customers to email or have a way for them to upload documents into their portal. Then when the customers finally sends in the forms to request a distribution the company takes forever to process and poor customers have to call multiple times to get the status on receiving THEIR money. Honestly, this place is horrible for the employees and customers. Get with the times LFG, stop worrying so much about metrics and micromanaging the employees and worry more about the customers and their satisfaction. You would h
Run, as far and as fast as you can. Here be dragons!
There are two claims departments located in Omaha and Atlanta. The two departments do not process claims in the same manner and there is an unprecedented lack of communication between the sites. I worked in the Atlanta claims department for three years. The claims staff are some of the most personable people I have ever worked with. Unfortunately, the management are without a doubt the poorest. There are lemonade stands with more business acumen. The middle management are poorly educated and lack critical thinking and problem solving skills. This leads to a culture of hiring lower middle management who are (terrifying) less qualified and thus will present no threat to middle management positions. Sadly, the Atlanta organization runs with little supervision from the Omaha head office and this culture has and will continue. The corporate culture is exemplified with a lack of accountability hitherto unseen outside of an Enron boardroom meeting. Under no circumstances join this organization looking for promotion through hard work, competency or experience gained. You will be sorely disappointed. Instead, try to cultivate an attitude which blindly follows management ideology regardless of how poorly planned or obviously flawed. All job progression is promoted through the Omaha location with the Atlanta site offering little or no opportunity for advancement.
Assist account managers with a variety of email requests mainly for enrollments, amendment changes and contract questions. Other requests are sent to the appropriate department to handle. Also assist with creating and updating benefit summaries since that area was dissolved.
Management in this area is positive and happy. They always request feedback on our day to day experience.
Workplace culture - We all work together which includes training each other, mentoring each other, participating remotely in weekly meetings and huddles. The team in most cases appears happy and friendly and helpful.
The hardest part of this job is that we do so much that you will never become a guru. We have no trainer, so certain team members are used to train people and create documents which I feel are not that sufficient or easy to follow or not updated appropriately when things change. Also, this role consists of so many other departments duties, including the account managers duties, it crazy.
The most enjoyable part of the job is the team if helpful when they are not overwhelmed with their own work and the management is flexible and available which is not always a normal situation due to meetings.
ProsGood Benefits. Great 401K match. Flexible work arrangement. Always hirings.
ConsCurrent role has too many duties, hard to become proficient or really learn and have it stick, Hard to be promoted, Pay can be better.
You can learn a lot about various insurance products at this company. Use them to gain knowledge and experience in the industry if this is the career path you are going for however do not look to this company to see you advance out of Client Service. Their methods and policies are so outdated. You will not have much authority in Client Service although in the interview they make it seem like you will. The communication with other internal department is lacking huge with this company. They are also behind with their system so you won't be as efficient as you can be in performing your job duties. The culture at this employer does not embody the company name as they try to make it seem. There is so much separation within this company and across departments, at times you feel as if you are working for a different company because of the lack of respect you receive from other departments. The micromanagement is out of control and is the main reason why people are unhappy and ready to leave the company a few months after hitting the floor. They get rid of the great managers while keeping managers who have no backbone and do not challenge their way of doing things to make it a better environment for all employees.
Prosbenefits, life insurance, short term-disability, you have a job
ConsMicromanagement, no advancement opportunities for those who deserve it, if you know the right person you can get a raise and promotion
Questions And Answers about Lincoln Financial
How long did it take to get called for an interview?
Asked Mar 9, 2017
I got an email to schedule a phone interview the next day followed by a virtual interview the day after that.
Answered Nov 3, 2021
A month then I had to follow up constantly with someone in hr out of state. They will not negotiate on salary.
Answered Jan 2, 2019
What is the typical bonus percentage?
Asked May 14, 2017
You won’t get a bonus as a claims manager because it’s impossible to meet goal
Answered Jan 30, 2019
It depends on if you meet goals for the department. If you don’t. Then no bonus. If so roughly 5 percent of your yearly pay.
Answered Nov 5, 2018
Does Lincoln Financial pay weekly or bi-weekly?
Asked Sep 28, 2016
Bi weekly.
Answered Jan 2, 2019
Lincoln Financial Group pays bi-weekly.
Answered Sep 14, 2017
How did you get your first interview at Lincoln Financial Group?
Asked Jul 18, 2016
Applied on the website.
Answered Sep 8, 2019
Contractor applied for permanent position
Answered Apr 16, 2017
Does Lincoln Financial drug test during the interview process?
Asked May 13, 2017
Yes they do drug test when you are first hired
Answered Feb 21, 2021
Yes they require you take a drug test before your eligible to be hired
