Lincoln Financial Jobs – Customer Service Representative

Website Lincoln Financial

Job Description:

As a Customer Service Representative, you will serve as the primary point of contact for individuals who have questions or concerns regarding their retirement plan. You will serve as a subject matter expert and educate them about the retirement plan using excellent customer service and problem-solving skills to create a positive experience.

Job Responsibilities:

  • You will identify and recommend process improvements and organizational initiatives to positively influence the team and quality.
  • You will 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.
  • You will meet and/or exceed all established key performance goals including call metrics and quality.
  • You will build rapport with and educate our customers about their retirement plan while researching multiple systems, databases, platforms and software.
  • Demonstrate professionalism and maintain composure in the face of high call volume, shifting priorities and rapid change.

Job Requirements:

  • Strong written and verbal communication skills.
  • Ability to work with others in a fast-paced, team environment.
  • Ability to navigate through multiple systems/databases/platforms/software while engaging in customer conversations.
  • High School Diploma or GED.
  • 0-1+ Years of general experience – does not need to be directly related to the position.
  • Ability to be adaptable/flexible as business needs change.
  • Ability to quickly learn complex systems and product knowledge.

Qualification & Experience:

  • Associates degree/post-secondary education
  • Strong analytical skills with the ability to multi-task while maintaining strict attention to details to adhere to policies, procedures and guidelines.
  • Ability to research and problem solve, while providing outstanding customer service.
  • Previous remote/work from home experience.
  • Passion for helping, servicing and educating others and the desire to build rapport during each interaction.
  • 2+ years of previous service industry and/or financial services experience.
  • Solid relationship management skills customers, management, peers and colleagues.
  • Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

Job Details:

Company:  Lincoln Financial

Vacancy Type:  Full Time

Job Location: Greensboro, NC, US

Application Deadline: N/A

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