Lincoln Financial · 11 hours ago
Customer Service Representative, Life & Annuity Contact Center
United States
Full-time
Remote
Entry Level
$22.21/hr - $22.21/hr
2+ years expLincoln Financial is a company that helps people confidently plan for their financial future. They are seeking a Customer Service Representative to join their Life & Annuity Contact Center team, where the representative will serve as the first point of contact for customers, addressing inquiries and providing information about their products.
AdviceFinanceFinancial ServicesInsurance
Responsibilities
You will communicate with roughly 50-90 customers throughout the day, answering questions and providing information regarding their needs/questions through the utilization of multiple applications and platforms. In addition, you will maintain customer confidentiality while complying with privacy regulations and meeting or exceeding department metrics, quality, and service standards
You will perform research to respond to customer inquiries and document customer interactions in the appropriate systems. You will take ownership of each call working to deescalate customer concerns as needed
You will communicate effectively through phone/email with internal/external stakeholders in a customer centric and professional demeanor while recognizing what needs to be done to meet customers’ expectations and demonstrates flexibility/responsiveness to meet customer needs on routine work independently
You will recognize general issues/concerns and identify/recommend process improvements to positively influence the team and quality
Qualification
Required
High School Diploma or GED
2-3 Years of general client service experience that directly aligns with the specific responsibilities of this position
Ability to communicate effectively (verbal/written)
Ability to work with others and demonstrate strong interpersonal skills
A strong passion for helping, servicing, and educating others while utilizing analytical skills and attention to detail while displaying optimism
Eagerness to learn and complete research
Organizational skills and ability to multitask
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and general computer navigation skills
Ability to adhere to policies, procedures, and guidelines
If on closing shift, must be able to work until queues are closed for the day. This would be no earlier than 6:05 EST
Must have ability to work from home in an environment conducive to being on the phone throughout the day
Must have internet bandwidth of 12 Mbps (Megabits per second). Preferred bandwidth is 25 Mbps to perform at full capacity
Preferred
Prior Financial Services experience is a plus
Customer service experience or data entry experience while using multiple systems
Benefits
Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes
Leadership development and virtual training opportunities
PTO/parental leave
Competitive 401K and employee benefits
Free financial counseling, health coaching and employee assistance program
Tuition assistance program
Work arrangements that work for you
Effective productivity/technology tools and training
Company
Lincoln Financial
Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$825MKey Investors
Bain Capital
2025-04-09Post Ipo Equity· $825M
1985-04-26IPO
Leadership Team
Ellen Cooper
Chairman, President and Chief Executive Officer
Christopher Neczypor
Chief Financial Officer
Recent News
GlobalFinTechSeries
2025-12-05
Company data provided by crunchbase