Remote Bilingual Customer Service Rep — Retirement Plans

Lincoln Financial; Fort Wayne (IN); Hybrid; USD 2,892,960 - 3,196,032; Full time

Job summary

Lincoln Financial in Fort Wayne, IN is hiring a Bilingual Customer Service Representative to support Retirement Plan Services. This role starts onsite for training (8 weeks) and then allows remote work from home while maintaining a Fort Wayne presence.

You will handle 60–90 daily calls and emails, helping plan participants and sponsors with inquiries, while meeting performance goals and delivering professional service in both English and Spanish.

Qualifications

• Must have high school diploma or GED.
• Strong written and verbal communication in English and Spanish.
• Ability to work with others in a fast-paced environment.
• Comfortable learning and using multiple systems/databases/software.

Responsibilities

• Answer inbound calls and emails from plan participants, beneficiaries, financial professionals and sponsors.
• Meet or exceed defined performance metrics and quality standards.
• Educate customers about their retirement plan and provide clear information.
• Research systems and processes to resolve issues and improve service.

Skills

Bilingual communication

Customer service

Problem solving

Team oriented

Microsoft Office

Education

High School Diploma or GED

Tools

Microsoft Office Suite

Job description

Lincoln Financial in Fort Wayne, IN is hiring a Bilingual Customer Service Representative to support Retirement Plan Services. This role starts onsite for training (8 weeks) and then allows remote work from home while maintaining a Fort Wayne presence.

You will handle 60–90 daily calls and emails, helping plan participants and sponsors with inquiries, while meeting performance goals and delivering professional service in both English and Spanish.