Claims Examiner II, Social Security

Social Security Specialist

Alternate Locations : Work from Home; Charlotte, NC; Fort Wayne, IN; Greensboro, NC; Hartford, CT; Omaha, NE; Radnor, PA

Work Arrangement : Remote : Work at home employee residing outside of a commutable distance to an office location.

Relocation assistance is not available for this opportunity.

The Role at a Glance

We are excited to bring on a Social Security Specialist to join our Financial Services Organization supporting Group Protection. This position will perform and deliver on routine and non-routine Social Security Disability Insurance (SSDI) assignments independently in accordance with established procedures / guidelines. They will act as a liaison between internal benefits teams, claimants, and any legal representation. They will provide claimants with detailed information regarding SSDI benefits and how such benefits can be used in conjunction with disability insurance policies. They will monitor claimants' SS claims until a final decision is received.

What You'll Be Doing

• 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.

What We're Looking For

Must-have experience (Required) :

Nice-to-have Experience (Preferred) :

Application Deadline

Applications for this position will be accepted through October 27, 2025 subject to earlier closure due to applicant volume.

Level : N3-1

The pay range for this position is $22.59 - $30.12 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln's total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package.

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.

Lincoln Financial ("Lincoln" or "the Company") 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, age, national origin or disability. Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY / TDD assistance, contact us by calling 260-455-2558.

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.