Description |
Requisition Number 13-1157Post Date 5/16/2013Title Customer Service Representative- BilingualCity Fort WayneState INPart Time NoDescription About The CompanyLincoln Financial Group is a Fortune 500 company offering a diverse range of financial services and solutions. With a strong focus on four core business areas - life insurance, annuities, retirement plan services, and group protection - our business is built around supporting, preserving, and enhancing our customer's lifestyles and providing better retirement outcomes. Led by over 8,0 employees, Lincoln Financial provides the tools and advice to help individuals take charge of their futures.The RoleAs a bilingual Client and Administrative Services Customer Service Representative, you will be responsible for answering incoming phone calls from a variety of customers in a dynamic self-service and assisted service environment. You will demonstrate independence and ownership by instilling confidence and inspiring optimism in our callers through clear, professional communication and timely issue resolution.ResponsibilitiesCommunication* Answers inquiries from customers on retirement plan services. * Explains processes and procedures associated with multiple products and markets to customers and distribution channel partners.Data Entry* Completes routine adjustments and corrections to client contracts. * Completes fund transfers and allocation adjustments as requested.Requirements Education* Undergraduate degree or 4+ years comparable work experience * FINRA Series 6 required or within 150 days of start date * Bilingual (English/Spanish)Experience* 0-1+ years of experience in the financial services industry that directly aligns with the specific responsibilities * Educational experience and/or proficiency in primary processing system, such as AWD, OASYS, or TRAC preferred * A demonstrated track record of consistently meeting and/or exceeding performance expectations * Possesses a bias for action and avoids workplace distractions * Drives performance targets to completionAny unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees ofLincoln Financial Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees.Lincoln Financial Group ("LFG") is an Equal Opportunity employer and, as such, is committed in policy and practice torecruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion,sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression,veterans status, or genetic information. Opportunities throughout LFG are available to employees and applicants and areevaluated on the basis of job qualifications. We have a drug free work environment and we perform pre-employmentsubstance abuse testing.
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