Job Details
**Customer Service Representative- Remote**
**Primary Location:** Fort Wayne, IN, US **The Role at a Glance**
We are excited to bring on an Annuity Service Representative to join our contact center team supporting Life and Annuity Operations.
*Background Details*
The Life and Annuity Operations team will provide you with several weeks of paid training where you will gain knowledge and skills in several diverse annuity products. You will also receive ongoing classroom and hands-on training, coaching, and development to perform in this fast-paced environment.
As an Annuity Customer Service Representative, you will serve as the first point of contact for our annuity customers (i.e. contract owners, beneficiaries, financial professionals, etc.). You will be responsible for answering inbound calls where youll be addressing customer service inquiries and concerns. You will build rapport with and educate our customers about their annuity contracts while using technology and multiple resources. Our goal is to deliver a positive and memorable customer experience while helping our customers feel more confident about their financial future. If this sounds like a role for you, please read on!
**What youll be doing**
* Communicate with roughly 50-90 customers throughout the day, answering questions and providing accurate information regarding their annuity contract through the utilization of multiple applications and platforms.
* Work in a fast-paced, structured, team-oriented environment with a diverse group of employees focused on meeting the needs of the company and our customers through problem resolution.
* Perform research to respond to customer inquiries and document customer interactions in the appropriate systems.
* Identifies, recommends, and champions process improvements and organizational initiatives to positively influence the team and quality.
* Maintain customer confidentiality while complying with privacy regulations and meeting or exceeding internal quality and service standards. Works overtime as needed, potentially on short notice, during peak volume times to maintain those service standards.
**What we're looking for**
*Must-have experience (Required):*
* High School Diploma or GED
* 0-1+ years of general experience (need not be directly related to the position)
*Nice-to have Experience (Preferred):*
* Associates Degree
* Completed SIE (Securities Industry Essentials) Exam
* 1+ years of customer service experience.
* Ability to communicate effectively (verbal/written) while engaging the customer and navigating multiple systems.
* A strong customer focus and passion for helping, servicing, and educating others.
* Strong analytical skills and an attention to detail in order to adhere to policies, procedures, and guidelines.
* Organizational skills with the ability to prioritize workload and multitask.
* Ability to work with others and demonstrate strong interpersonal skills with internal and external customers.
* A clearly defined career framework to help you successfully manage your career
* Leadership development and virtual training opportunities
* Paid Time Off
* Parental leave
* Competitive 401K and employee benefits
* Free financial counseling, health coaching and employee assistance program
* Tuition assistance program
* A leadership team that prioritizes your health and well-being
* Effective productivity/technology tools and training
**Alternate Locations:** Fort Worth, TX (Texas); Atlanta, GA (Georgia); Austin, TX (Texas); Baltimore, MD (Maryland); Baton Rouge, LA (Louisiana); Birmingham, AL (Alabama); Boise, ID (Idaho); Boston, MA (Massachusetts); Buffalo, NY (New York); Canonsburg, PA (Pennsylvania); Charlotte, NC (North Carolina); Chicago, IL (Illinois); Cincinnati, OH (Ohio); Cleveland, OH (Ohio); Columbia, SC (South Carolina); Columbus, OH (Ohio); Concord, NH (New Hampshire); Dallas, TX (Texas); Deerfield Beach, FL (Florida); Detroit, MI (Michigan); Dover, NH (New Hampshire); Durham, NC (North Carolina); Edina, MN (Minnesota); Edison, NJ (New Jersey); Ellicott City, MD (Maryland); Fayetteville, SC (South Carolina); Florence, SC (South Carolina); Fort Lauderdale, FL (Florida); Fort Wayne, IN (Indiana); Gainsville, FL (Florida); Glen Allen, VA (Virginia); Greensboro, NC (North Carolina); Hartford, CT (Connecticut); Houston, TX (Texas); Huntsville, AL (Alabama); Indianapolis, IN (Indiana); Irvine, CA (California); Jacksonville, FL (Florida); Johnson City, TN (Tennessee); Kansas City, KS (Kansas); Lexington, KY (Kentucky); Los Angeles, CA (California); Louisville, KY (Kentucky); Lutherville, MD (Maryland); Madison, WI (Wisconsin); Memphis, TN (Tennessee); Miami, FL (Florida); Milwaukee, WI (Wisconsin); Minneapolis, MN (Minnesota); Nashville, TN (Tennessee); New York, NY (New York); Norwood, OH (Ohio); Omaha, NE (Nebraska); Orlando, FL (Florida); Paramus, NJ (New Jersey); Parsippany, NJ (New Jersey); Philadelphia, PA (Pennsylvania); Phoenix, AZ (Arizona); Pittsburgh, PA (Pennsylvania); Plano, TX (Texas); Plymouth Meeting, PA (Pennsylvania); Portland, ME (Maine); Portland, OR (Oregon); Radnor, PA (Pennsylvania); Raleigh, NC (North Carolina); Richmond, VA (Virginia); Rochester, NY (New York); Rockville, MD (Maryland); Rolling Meadows, IL (Illinois); Rye Brook, NY (New York); Salt Lake City, UT (Utah); San Antonio, TX (Texas); Schaumburg, IL (Illinois); Scottsdale, AZ (Arizona); Seattle, WA (Washington); Southfield, MI (Michigan); St. Louis, MO (Missouri); Syosset, NY (New York); Tampa, FL (Florida); Toledo, OH (Ohio); Tupelo, MS (Mississippi); US All Regions; Vienna, VA (Virginia); Virginia Beach, VA (Virginia); Washington, DC (District of Columbia); White Plains, NY (New York); Windsor, CT (Connecticut); Woodmere, OH (Ohio); Work from Home
**Work Arrangement:** Work from Home
**Relocation assistance:**: is not available for this opportunity.
**Pay Range:** $14.90 - $22.36
**Bonus Potential:**
**Requisition #:** 66462
**What it's like to work here**
At Lincoln Financial Group, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.
**Whats in it for YOU:**
At Lincoln Financial Group, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.
**Whats in it for YOU:**
* A clearly defined career framework to help you successfully manage your career
* Leadership development and virtual training opportunities
* PTO/parental leave
* Free financial counseling, health coaching and employee assistance program
* Tuition assistance program
* A leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situations
* Effective productivity/technology tools and training
**Work Arrangement**
Work from Home : Employees will work fully from home. Their job will not require the employee to come into the office, unless for special circumstances.
**Lincoln will evaluate the following when setting the successful candidate's wage rate:**
Prior work or industry experience.
Education level to the extent education is relevant to the position.
Unique skills
**About The Company**
Lincoln Financial Group, a Fortune 200 company with over 10,000 employees, provides advice and solutions that help empower Americans to take charge of their financial