Bilingual Retirement CSR | Remote After Training

Lincoln Financial Group; United States; À distance; USD 24 000 - 34 000; Plein temps

Résumé du poste

Lincoln Financial Group is seeking a Bilingual Customer Service Representative to support Retirement Plan Services in Fort Wayne, IN, with remote work eligibility after eight weeks of onsite training. The role combines inbound calls and email inquiries with a focus on accurate information and customer satisfaction.

You will work in a structured, fast-paced team environment, meeting KPIs and building rapport with plan participants, beneficiaries, and financial professionals.

Qualifications

• Must have High School Diploma or GED.
• Fully proficient in both English and Spanish (written and verbal).
• Able to work in a fast-paced, team environment.
• Ability to learn complex systems and product knowledge.

Responsabilités

• Answer inbound calls and emails from plan participants, beneficiaries, financial professionals and sponsors.
• Meet or exceed KPIs for call quality and efficiency.
• Educate customers about their retirement plan with accurate information.
• Reconci le multiple systems and databases to resolve inquiries.
• Maintain professionalism during high call volumes and changes.
• Identify process improvements to enhance team performance.

Connaissances

Bilingual English/Spanish

Customer service

Communication

Team collaboration

Problem solving

Formation

High School Diploma or GED

Outils

Microsoft Office Suite

Description du poste

Lincoln Financial Group is seeking a Bilingual Customer Service Representative to support Retirement Plan Services in Fort Wayne, IN, with remote work eligibility after eight weeks of onsite training. The role combines inbound calls and email inquiries with a focus on accurate information and customer satisfaction.

You will work in a structured, fast-paced team environment, meeting KPIs and building rapport with plan participants, beneficiaries, and financial professionals.