Customer Service Representative, Retirement

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Lincoln Financial

Site WebLinkedInTous les Emplois

10 000+ employés

Fondée en 1905

💸 Finance

👥 RH Tech

Finance • HR Tech • Insurance

Lincoln Financial est une organisation dédiée à la protection de la vie privée et de la sécurité de ses candidats. Elle informe activement les candidats sur les éventuelles arnaques de recrutement et décrit ses procédures de recrutement rigoureuses, tout en précisant qu'elle ne demande pas d'informations personnelles sensibles pendant le processus de candidature. L'entreprise offre un éventail diversifié d'opportunités de carrière dans divers domaines tels que l'actuariat, la finance, le juridique et le service client, et s'engage à maintenir l'égalité des chances en matière d'emploi.

Description

• Answer inbound calls which can average typically anywhere from 60-90 calls per day, call backs and email correspondence from internal and external stakeholders such as plan participants, beneficiaries, financial professional and plan sponsors, addressing customer service inquiries and concerns. • Work in a fast-paced, highly structured, team-oriented environment with a diverse group of employees focused on meeting the needs of the company and our customers through problem resolution. • Meet and/or exceed all established key performance goals including call metrics and quality. • Build rapport with and educate our customers about their retirement plan while researching multiple systems, databases, platforms and software. • Provide accurate, detailed information about the retirement plan, recognizing what needs to be done to meet the customer’s needs and demonstrating flexibility and responsiveness through problem resolution. • Demonstrate professionalism and maintain composure in the face of high call volume, shifting priorities and rapid change. • Identify and recommend process improvements and organizational initiatives to positively influence the team and quality.

🎯 Exigences

• High School Diploma or GED • 0-1+ Years of general experience – does not need to be directly related to the position. • Strong written and verbal communication skills. • Ability to work with others in a fast-paced, team environment. • Ability to quickly learn complex systems and product knowledge. • Ability to navigate through multiple systems/databases/platforms/software while engaging in customer conversations. • Computer navigation experience, ideally using a laptop and dual monitors. • Ability to be adaptable/flexible as business needs change. • Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

🏖️ Avantages

• 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 • PTO/parental leave • Competitive 401K and employee benefits • Free financial counseling, health coaching and employee assistance program • Tuition assistance program • Work arrangements that work for you • Effective productivity/technology tools and training