Employer: Lincoln Financial Group
As the Service Processor for the Agent Changes team, you will provide high-level service to our agent and broker/dealer partners by maintaining records and answering compensation inquiries while working independently in accordance with established procedures and guidelines. This includes but is not limited to monitoring daily log reports to identify agent and broker/dealer business that needs to be processed, responding to inquires from agents, broker/dealers, and internal customers, and processing internal and external compensation statements. You will also proactively provide extra relationship support to our internal and external business partners through prioritization of issues and active communication. If this sounds like a role for you, please read on!
What you’ll be doing
- You will process agent change requests coming from our agents, broker/dealers, and internal partners, working independently, in accordance with established procedures and guidelines, in a timely manner while meeting deadlines.
- You will provide customer service to internal/external stakeholders, recognize what needs to be done to meet needs, and demonstrate flexibility and responsiveness to meet those needs.
- You will effectively communicate verbally and in writing with internal/external stakeholders while maintaining a professional demeanor in all interactions.
- Identify and recommend process improvements and organizational initiatives to positively influence the team and quality.
What we’re looking for
Must-have experience (Required):
- High School Diploma or GED.
- 0-1+ Years of experience that directly aligns with the responsibilities of the role.
- Ability to maneuver through multiple systems/databases/platforms/software.
- Ability to be adaptable/flexible as business needs change.
Nice-to have Experience (Preferred):
- Data entry experience in a fast-paced environment.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
- Strong organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.
What’s it like to work here
At Lincoln Financial Group, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights, and contributions and invests in programs that empower each of us to take charge of our own future.
What’s in it for YOU:
- A clearly defined career framework to help you successfully manage your career
- Leadership development and virtual training opportunities
- Paid Time Off
- Parental leave
- Competitive 401K and employee benefits
- Free financial counseling, health coaching and employee assistance program
- Tuition assistance program
- A leadership team that prioritizes your health and well-being; offering a hybrid remote work environment
- Effective productivity/technology tools and training