Senior Enrollment Kit & Regulatory Documents Representative

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🕒 Junho 5

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Lincoln Financial

SiteLinkedInTodas as Vagas

10.000+ funcionários

Fundada em 1905

💸 Finanças

👥 RH Tech

Finance • HR Tech • Insurance

A Lincoln Financial é uma organização dedicada a proteger a privacidade e segurança de seus candidatos a emprego. Ela informa ativamente os candidatos sobre possíveis golpes de recrutamento e descreve seus procedimentos de contratação robustos, deixando claro que não solicita informações pessoais sensíveis durante o processo de aplicação. A empresa oferece uma gama diversificada de oportunidades de carreira em vários campos, incluindo atuária, finanças, jurídico e atendimento ao cliente, e está comprometida em manter igualdade de oportunidades de emprego.

Descrição

• You will take ownership of a variety of enrollment and regulatory related work, making sound decisions as you navigate both routine and more complex situations. • You will develop new employer-specific materials and update existing content to reflect plan changes, ensuring materials align with legal plan documents, product standards and marketing guidelines. • You will continually build and apply your knowledge of defined contribution products to ensure materials align with standard product practices. • You will partner closely with stakeholders and vendors to deliver high-quality work on time while maintaining accuracy, efficiency, and managing cost. • You will maintain accurate records and oversee enrollment kit ordering. • You will spot gaps, ask questions, and continuously look for ways to improve processes, quality, and the overall experience, promoting quality and continuous improvement.

🎯 Requisitos

• High school diploma or GED or minimum Associate degree in lieu of required experience • 3-5+ years of experience that directly aligns with the responsibility of this role • Strong written and verbal communication skills • Ability to thrive in a fast paced, team environment while adapting quickly to changing priorities • Excellent organizational skills with the ability to prioritize workload and multitask while maintaining strict attention to details • Solid relationship management skills with internal and/or external clients (e.g. management, peers, colleagues, customers) • Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

🏖️ Benefícios

• PTO/parental leave • Competitive 401K and employee benefits • Free financial counseling, health coaching and employee assistance program • Tuition assistance program • Effective productivity/technology tools and training • Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes • Leadership development and virtual training opportunities