Senior Enrollment Kit & Regulatory Documents Representative

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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

• 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.

🎯 Exigences

• 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)

🏖️ Avantages

• 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