Customer Service Representative, Annuity Contact Center - Remote Eligible

Customer Service Representative

We are excited to bring on a Customer Service Representative to join our fast paced, high volume Annuity Contact Center team supporting our Insurance Operations organization in a work from home environment.

The Annuity Operations team will provide you with several weeks of paid training where you will gain knowledge and skills in a diverse number of products. In addition, you will also receive ongoing training, coaching and development to continue to perform and grow in this fast-paced environment.

As a Customer Service Representative, you will serve as the first point of contact for our annuity customers (i.e., policy holders, beneficiaries, financial professionals, etc.). You will be responsible for answering inbound calls where you'll be addressing customer service inquiries and concerns. You will build rapport with and educate our customers about their annuity contracts while utilizing multiple resources/databases. Our goal is to deliver a positive and memorable customer experience while helping our customers feel more confident about their financial future.

What you'll be doing:

• 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.
• Perform research to respond to customer inquiries and document customer interactions in the appropriate systems.
• Take ownership of each call working to deescalate customer concerns as needed.
• Recognize general issues/concerns and identify/recommend process improvements to positively influence the team and quality.
• Training Schedule: Monday – Friday 8:30am – 5:00pm EST for first 7-8 weeks. It is recommended that there is no unapproved time in the first 90 days.
• 3-8 Weeks: Virtual classroom training including live call shadowing
• 1 Week: Guided calls with trainer support
• Available resources: Knowledge Base, team chat groups, chat-based Help Desk support
• Regular Schedule: Must be available to work 8-hour shifts Monday – Friday with earliest start of 7:55 am EST and ending no earlier than 6:05 pm EST. You may work overtime as needed during peak volume times.
• Must adhere to scheduled breaks/lunches as you are required to follow these closely
• Compensation: $22.21/hour

What we're looking for:

Must-have experience (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.

Must-have capabilities:

• 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.

Nice-to-have Experience (Preferred):

• Prior Financial Services experience is a plus.
• Customer service experience or data entry experience while using multiple systems.

Application Deadline:

Applications for this position will be accepted through September 2, 2025, subject to earlier closure due to applicant volume.

What's it like to work here at Lincoln Financial?

At Lincoln Financial, 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:

• 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.

The pay range for this position is $22.21 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role.

About The Company:

Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services. With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.

Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.

Lincoln is committed to creating an inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.