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Customer Service Representative - RPS

Lincoln Financial Group Fort Wayne, IN
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Job Description

Alternate Locations:Fort Wayne, IN (Indiana)


Relocation assistance is not available for this opportunity.



Requisition #57892


About the Company

Lincoln Financial Group, a Fortune 250 company with over 10,000 employees, provides advice and solutions that help empower Americans to take charge of their financial lives with confidence. Our core business areas Life Insurance, Annuities, Retirement Plan Services and Group Protection focus on supporting, preserving and enhancing over 17 million customers lifestyles and retirement outcomes.

Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. The company had $253 billion in assets under management as of December 31, 2017.

Ranked one of the Best Large Employers in America by Forbes magazine, Lincoln Financial Group makes a serious investment in our employees futures through a broad range of wealth accumulation and protection plans, health and wellness programs, and career development resources designed to help each individual reach their personal and professional goals.

The Role

 

As a Customer Service Representative, you will be responsible for answering incoming phone calls from a variety of customers in a dynamic self-service and assisted service environment. You will serve as a direct point of contact for customers ensuring that good customer relations are maintained, and customer inquiries and concerns are resolved fairly and effectively.You will demonstrate independence and ownership by instilling confidence and inspiring optimism in our callers through clear, professional communication and timely issue resolution.

 

The hours of this position are Monday through Friday 11:15 a.m. – 8:00 p.m. The training hours will be 8:00 a.m. – 5:00 p.m. for the first 6–10 weeks.

 

Responsibilities

 

Communication and Customer Service

 

  • Answers inquiries from customers on retirement plan services
  • Explains processes and procedures associated with multiple products and markets to customers and distribution channel partners
  • Performs research to respond to customer inquiries
  • Provides accurate, timely information meeting the customers needs through problem resolution
  • Provides customer service to internal and/or external stakeholders, recognizes what needs to be done to meet customer needs and demonstrates flexibility and responsiveness to meet customer needs
  • Escalates client service issues or concerns to senior team members and/or management
  • Maintains customer confidentiality while complying with privacy regulations

 

Data Entry

 

  • Completes routine adjustments and corrections to client contracts
  • Completes fund transfers and allocation adjustments as requested
  • Documents customer interactions in appropriate system(s).

 

Education

 

  • High School diploma/GED or minimum Associate’s Degree in lieu of required experience

 

Experience

 

  • 0-1 years of experience, preferably in a customer service environment
  • Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
  • Ability to work with others in a team environment
  • Demonstrates the ability to use sound judgment and discretion regarding confidential information
  • Demonstrates ability to work in a fast-paced environment
  • Demonstrates strong interpersonal skills with a collaborative style
  • Demonstrates strong organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail
  • Demonstrates solid relationship management skills with internal and/or clients (e.g. management, peers, colleagues, customers, etc.)
  • A demonstrated track record of consistently meeting and/or exceeding performance expectations
  • Possesses a bias for action and avoids workplace distractions
  • Drives tasks to completion


This position may be subject to Lincolns Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincolns current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.

Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees.

Lincoln Financial Group (LFG) is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information. Applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling 260-455-2558.






Job Details

Date Posted December 11, 2018
Date Closes January 10, 2019
Requisition 57892-en_US
Located In Fort wayne, IN
Department Contact Center
SOC Category 00-0000.00
Location