Customer Service Representative – Retirement

🔥 1 minute ago

🦌 Connecticut, Nebraska, +2 more states – Remote

🦌 Connecticut – Remote 🌾 Nebraska – Remote 🌲 North Carolina – Remote 🔔 Pennsylvania – Remote

💵 $20 - $21 / hour

⏰ Full Time

🟢 Junior

💝 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.

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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

• Answer inbound calls averaging 60–90 calls per day • Handle callbacks and email correspondence from plan participants, beneficiaries, financial professionals and plan sponsors • Address customer service inquiries and concerns regarding retirement plans • Serve as a subject matter expert and educate customers about retirement plans • Research multiple systems, databases, platforms and software to resolve issues • Provide accurate, detailed retirement plan information • Meet or exceed call metrics, quality standards and other performance goals • Build rapport with customers and demonstrate flexibility and responsiveness during problem resolution • Identify and recommend process improvements and organizational initiatives • Work in a structured, team-oriented call-center environment • Work Monday–Friday call-center hours of 8:00am–8:00pm EST; post-training schedule is 11:15am–8:00pm EST • Attend eight weeks of training Monday–Friday, 8:30am–5:15pm EST • Potentially assist with complex website issues and plans with service level agreements as part of career progression

🎯 Requirements

• High School Diploma or GED • 0-1+ Years of general experience • 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 multiple systems, databases, platforms and software while engaging in customer conversations • Ability to adapt and be flexible as business needs change • Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) • Internet bandwidth of at least 12 Mbps for work from home; 25 Mbps preferred • English and Spanish verbal and written proficiency for bilingual opportunities • Must work scheduled hours and adhere closely to scheduled breaks/lunches • Ability to work overtime as needed during peak volumes

🏖️ Benefits

• Several weeks of paid training, coaching and development • Defined career pathing and development program • 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 • Annual Incentive Program eligibility • Potential long-term incentives and sales incentives • Standard benefits package