Operations Assistant

Lincoln National; Atlanta (GA); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

26 days holiday

Pension scheme

Wellbeing support

Volunteer day

Spotlight Awards

Job summary

Lincoln National in Atlanta is seeking an Operations Assistant to support the Operations Department with business development and administrative tasks.

You will build relationships with clients, manage PAT engineer bookings, and ensure accurate ERP data entry while maintaining FCA compliance and professional client communication.

Qualifications

• Customer service experience.
• Experience in call handling (advantageous).
• Experience in diary planning (advantageous).
• Experience using data entry systems.
• Excellent verbal and written communication skills.
• Attention to detail.
• Commitment and loyalty to the organisation and its aims.

Responsibilities

• Support development of business opportunities and administration.
• Develop relationships with clients and identify growth opportunities.
• Enter accurate information into the ERP system.
• Manage PAT engineer appointments and travel bookings.
• Coordinate payments and ensure clients are up to date before booking PAT items.
• Adhere to FCA requirements and complete required eLearning.
• Act as main point of contact for select clients to nurture relationships.
• Keep ERP updated with client activity and booking attempts.
• Assist with planning and operational administrative tasks.

Skills

Customer service

Call handling

Diary planning

Data entry

Communication skills

Interpersonal skills

Organizational skills

Relationship building

Attention to detail

Tools

ERP system

Job description

Operations Assistant - Gainsborough

Operations Assistant role within the Operations Department to support development of business opportunities and administration.

Responsibilities

• Ensure the company achieves financial targets.
• Develop relationships with current and prospective clients and identify growth opportunities.
• Understand the business offerings to forward opportunities to relevant departments.
• Maintain a professional image while communicating with clients.
• Enter accurate information into the ERP system.
• Manage client expectations when arranging, chasing and confirming PAT engineer appointments.
• Adhere to FCA requirements and complete required eLearning.
• Answer calls professionally and direct clients to the appropriate resource.
• Collaborate with accounts to ensure clients are up to date with payments before booking PAT compliance items.
• Send confirmation emails to clients after booking and coordinate subsequent tasks.
• Keep ERP updated with client activity and booking attempts.
• Update client data in ERP when information changes.
• Consider financial impact and travel implications when scheduling appointments for PAT engineers.
• Efficiently raise jobs and confirm visits to minimize failed appointments.
• Assist with travel bookings via the Click travel site for PAT engineers away from home.
• Support colleagues with planning and operational administrative tasks.
• Act as main point of contact for select clients to nurture relationships.

Qualifications

• Customer service experience.
• Experience in call handling (advantageous).
• Experience in diary planning (advantageous).
• Experience using data entry systems.
• Excellent communication, interpersonal, and organizational skills.
• Highly motivated, dependable, open, reliable and trustworthy.
• Excellent verbal and written communication skills.
• Commitment and loyalty to the organisation and its aims.
• Ability to forge new relationships quickly.
• Attention to detail.

Benefits

• Holiday entitlement of 26 days plus bank holidays.
• Opportunity to progress career across the entire Ardonagh family.
• Pension scheme when ready to retire.
• 24‑hour support for physical and mental wellbeing.
• One paid volunteering day to give back to community.
• The Spotlight Awards recognising outstanding talent across the group.