Senior Enrollment Kit & Regulatory Documents Representative

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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

• 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.

🎯 Requirements

• 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)

🏖️ Benefits

• 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