Retirement Plan Services Representative

3 weeks ago


Fort Wayne, Indiana, United States Lincoln National Corporation Full time
Job Summary:
Are you a detail-oriented and organized individual with excellent communication skills? Do you have a passion for delivering exceptional customer service? We are seeking a Bilingual Customer Service Representative to join our Retirement Plan Services team in Fort Wayne, IN. In this role, you will handle client inquiries, resolve issues, and provide administrative support to ensure seamless delivery of services.

About the Job:
This is a full-time position that requires a strong understanding of financial concepts and products. You must be able to communicate effectively with clients, both verbally and in writing, and possess excellent problem-solving skills. A high school diploma or equivalent is required; a degree in finance, business, or a related field is preferred. Fluency in English and Spanish is essential, with proficiency in other languages an asset.

Responsibilities:
- Handle client inquiries via phone, email, and chat
- Resolve issues and escalate to supervisor as needed
- Provide administrative support to ensure seamless delivery of services
- Collaborate with internal teams to achieve goals and objectives

Benefits:
- Competitive salary range: $50,000 - $75,000 per year
- Comprehensive benefits package, including health and dental insurance, 401(k) matching, and paid time off
- Ongoing training and development opportunities to enhance skills and career progression

What We Offer:
We offer a dynamic and supportive work environment, with opportunities for growth and advancement. Our team is committed to delivering exceptional service and value to our customers. If you are a motivated and results-driven individual who is passionate about delivering exceptional customer service, we encourage you to apply for this exciting opportunity.

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