Customer Service Representative, Retirement

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🕒 February 27

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Lincoln Financial

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1905

💸 Finance

👥 HR Tech

Finance • HR Tech • Insurance

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 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.

🎯 Requirements

• 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).

🏖️ Benefits

• 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