Remote Retirement Plan CSR — 8-Week Training

Lincoln Financial Group; Fort Wayne (IN); Hybrid; USD 28,000 - 37,000; Full time

Benefits offered by this job

Career development and virtual培训

Tuition assistance program

Work arrangements that fit you

Job summary

Lincoln Financial Group in Fort Wayne, IN is seeking a Customer Service Representative to support Retirement Plan Services. The role starts with eight weeks of onsite training in Fort Wayne, with the option to work remotely after training. You will handle high-volume calls, educate customers about retirement plans, and strive to meet performance goals.

The position offers paid training, clear career progression, and a competitive hourly rate with bilingual premium considerations.

Qualifications

• High School Diploma or GED required.
• Strong written and verbal communication skills.
• Ability to work in fast-paced, team environment.
• Ability to learn complex systems and product knowledge.
• Proficiency with Microsoft Office Suite.

Responsibilities

• Answer inbound calls and manage emails from participants, beneficiaries, and sponsors.
• Meet key performance goals for call handling and quality.
• Educate customers about their retirement plan and resolve issues.
• Research across multiple systems and processes to assist customers.
• Maintain professionalism during high call volumes and changes.
• Identify improvement opportunities and support training initiatives.

Skills

Written communication

Verbal communication

Team collaboration

Problem solving

Learn complex systems

Microsoft Office

Education

High School Diploma or GED

Job description

Lincoln Financial Group in Fort Wayne, IN is seeking a Customer Service Representative to support Retirement Plan Services. The role starts with eight weeks of onsite training in Fort Wayne, with the option to work remotely after training. You will handle high-volume calls, educate customers about retirement plans, and strive to meet performance goals.

The position offers paid training, clear career progression, and a competitive hourly rate with bilingual premium considerations.