Customer Service Representative, Retirement

4 weeks ago


Fort Wayne, Indiana, United States Lincoln Financial Services Full time
Job Summary

We are seeking a highly skilled Customer Service Representative to join our Retirement Plan Services team. As a key member of our team, you will be responsible for providing exceptional customer service to our clients, answering their questions and concerns regarding their retirement plans. You will work closely with our team to ensure that our clients receive the highest level of service and support.

Key Responsibilities
  • Answer inbound calls and respond to customer inquiries in a timely and professional manner.
  • Provide accurate and detailed information about our retirement plans, including features, benefits, and requirements.
  • Work with our team to resolve customer issues and concerns in a fair and timely manner.
  • Meet and exceed all established key performance goals, including call metrics and quality.
  • Build rapport with our customers and provide exceptional customer service to ensure their satisfaction and loyalty.
Requirements
  • High school diploma or equivalent required.
  • 0-1 year of general experience, with a strong background in customer service and communication.
  • Ability to work in a fast-paced, team-oriented environment.
  • Strong written and verbal communication skills.
  • Ability to quickly learn complex systems and product knowledge.
  • Ability to navigate multiple systems, databases, and software while engaging with customers.
What We Offer
  • A competitive hourly rate of $19.42-$20.42.
  • A clearly defined career framework to help you succeed in your role.
  • Leadership development and virtual training opportunities.
  • PTO and parental leave.
  • Competitive 401(k) and employee benefits.
  • Free financial counseling, health coaching, and employee assistance program.
  • Tuition assistance program.


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