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Customer Service Representative
Lincoln Financial Group
Fort Wayne, IN, United States
Job Details - this job has expired, please see similar jobs below
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 customer’s 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 customer's 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 Lincoln’s 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 Lincoln’s 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.