Bilingual Retirement CSR (Spanish/English) - Remote

Lincoln Financial

United States

Hybride

USD 28 929 - 31 684

Plein temps

14 jours+

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Avantages offerts par ce poste

401(k) and employee benefits
Paid time off
Remote work option after training
Tuition assistance
Work-life balance

Résumé du poste

Lincoln Financial is seeking a Bilingual Customer Service Representative to support Retirement Plan Services in Fort Wayne, IN, with remote work after an 8‑week onsite training period.

The role handles inbound calls and emails, helping plan participants, beneficiaries, and sponsors. It requires English and Spanish fluency, strong communication, and the ability to work in a fast-paced team while meeting performance goals.

Qualifications

  • Bilingual in English and Spanish required.
  • 0–1+ years of general experience; not necessarily in this field.
  • Strong written and verbal communication skills.
  • Ability to learn multiple systems/databases/platforms quickly.
  • Proficient with Microsoft Office Suite; reliable home setup.

Responsabilités

  • Answer inbound calls (60–90 per day) and emails from participants, beneficiaries, and sponsors.
  • Work in a fast-paced, team environment to meet customer needs and resolve issues.
  • Meet or exceed KPI targets for call handling and quality metrics.
  • Educate customers about their retirement plan and navigate multiple systems to fulfill requests.

Connaissances

Bilingual English/Spanish
Customer service
Communication skills
Microsoft Office

Formation

High School Diploma or GED
Associates degree or post-secondary education

Description du poste

Lincoln Financial is seeking a Bilingual Customer Service Representative to support Retirement Plan Services in Fort Wayne, IN, with remote work after an 8‑week onsite training period.

The role handles inbound calls and emails, helping plan participants, beneficiaries, and sponsors. It requires English and Spanish fluency, strong communication, and the ability to work in a fast-paced team while meeting performance goals.

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