Customer Service Representative, Annuity Contact Center

🔥 12 hours ago

🇺🇸 United States – Remote

💵 $23 / hour

⏰ Full Time

🟢 Junior

🟡 Mid-level

💝 Customer Support

🚫👨‍🎓 No degree required

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

Lincoln Financial

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1905

💼 Consulting

⚖️ Legal

💸 Finance

Consulting • Legal • Finance

Lincoln Financial is an organization dedicated to protecting the privacy and security of its job applicants. It actively informs candidates about potential recruitment scams and outlines its robust hiring procedures, making clear that they do not request sensitive personal information during the application process. The company offers a diverse range of career opportunities across various fields including actuarial, finance, legal, and customer service, and is committed to maintaining equal employment opportunities.

📋 Description

• Serve as the first point of contact for annuity customers, including policy holders, beneficiaries, and financial professionals • Answer inbound calls and address customer service inquiries and concerns • Build rapport with and educate customers about their contracts • Utilize multiple resources, databases, applications, and platforms • Communicate with approximately 50–90 customers throughout the day • Maintain customer confidentiality and comply with privacy regulations • Meet or exceed department metrics, quality, and service standards • Research customer inquiries and document customer interactions in appropriate systems • Take ownership of each call and deescalate customer concerns as needed • Communicate with internal and external stakeholders by phone and email in a customer-centric, professional manner • Recognize issues and recommend process improvements to positively influence the team and quality • Complete virtual classroom training, live call shadowing, and guided calls with trainer support

🎯 Requirements

• High School Diploma or GED • 2-3 Years of general client service experience that directly aligns with the specific responsibilities of this position • Ability to communicate effectively (verbal/written) • Ability to work with others and demonstrate strong interpersonal skills • Passion for helping, servicing, and educating others while utilizing analytical skills and attention to detail • Eagerness to learn and complete research • Organizational skills and ability to multitask • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and general computer navigation skills • Ability to adhere to policies, procedures, and guidelines • Ability to work until queues are closed, no earlier than 6:05 EST, if on closing shift • Ability to work from home in an environment conducive to being on the phone throughout the day • Internet bandwidth of at least 12 Mbps; 25 Mbps preferred • Prior financial services experience is preferred • Customer service or data entry experience using multiple systems is preferred • Must be able to work 8-hour shifts Monday–Friday, with availability from 7:55 am EST through no earlier than 6:05 pm EST • May be required to work overtime during peak volume times • Must closely follow scheduled breaks/lunches

🏖️ Benefits

• Several weeks of paid training • Ongoing training, coaching and development • Clearly defined career tracks and job levels • Leadership development and virtual training opportunities • PTO/parental leave • Competitive 401K and employee benefits • Free financial counseling • Health coaching • Employee assistance program • Tuition assistance program • Flexible work arrangements • Productivity/technology tools and training • Potential eligibility for the discretionary Annual Incentive Program • Potential long-term incentives and sales incentives • Standard benefits package