Customer Service Representative - Retirement
Lincoln FinancialUSARemote
Posted 16d ago · via Jobfound · Last checked 15d agoAbout the role
Lincoln Financial is hiring a Customer Service Representative to support its Retirement Plan Services business. The role serves as a primary contact for retirement plan questions, educating customers, resolving issues, and handling calls, callbacks, and email correspondence. ResponsibilitiesYou will answer inbound calls which can average typically anywhere from 60-90 calls per day, call backs and email correspondence from internal and external stakeholders such as plan participants, beneficiaries, financial professional and plan sponsors, addressing customer service inquiries and concernsYou will work in a fast-paced, highly structured, team-oriented environment with a diverse group of employees focused on meeting the needs of the company and our customers through problem resolutionYou will meet and/or exceed all established key performance goals including call metrics and qualityYou will build rapport with and educate our customers about their retirement plan while researching multipl