Lincoln Financial Group
The Role at a Glance
We are excited to bring on a Client Services Representative to join our Customer Care Team supporting Workplace Solutions in a remote environment.
Background Details
The Customer Care Team will provide you with several weeks of paid training, coaching and development to perform in this fast-paced environment.
As a Client Services Representative, you will be responsible for resolving inbound calls from insureds, group administrators, brokers, sales representatives, etc. centered around their group benefits (Dental, Vision, STD, LTD, Life, Accident/Critical Illness, etc.). You will assist with inquiries regarding enrollment, billing, insurance continuation issues that arise, etc. In this role you will have a goal of single call resolution by utilizing knowledge of policies and procedures to communicate appropriate information. This opportunity will provide insight into the world of group insurance administration while gaining new skills through a defined career pathing and development program. If this sounds like a role for you, please read on!
What you’ll be doing
- You will communicate with roughly 50-60 customers throughout the day, answering questions and providing information regarding their technical needs/questions through the utilization of multiple applications and platforms.
- You will perform basic task/transactions related to common programs and services by acquiring core knowledge required for the role. You will escalate client service issues/concerns to more senior team members and or management.
- You will communicate effectively through email/phone 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.
- Training Schedule: Monday – Friday 7:30am – 3:30pm CST 6 weeks (no time off during training).
- Regular Schedule: Must be available to work Monday – Thursday between the hours of 7:00am – 7:00pm CST and Friday 7:00am – 5:00pm CST.
What we’re looking for
Must-have experience (Required):
- High School Diploma or GED
- Ability to communicate effectively (verbal/written)
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
Must-have capabilities:
- Must have internet bandwidth of 12 Mbps (Megabits per second). Preferred bandwidth is 25 Mbps to perform at full capacity.
*To check internet speed, go to ‘Google’ and type in ‘Speed Test’ and simply select ‘Run Speed Test’. This will run for roughly 30 seconds. Once complete you will receive a display showing your internet bandwidth.
Nice-to have Experience (Preferred):
- Customer service experience or data entry experience
- Ability to maneuver through multiple systems as needed
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
- PTO/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 remote work environment and flexible work hybrid situations
- Effective productivity/technology tools and training
Work Arrangement
Work from Home : Employees will work from home and are not required to work in a Lincoln office on a regular basis.
Lincoln will evaluate the following when setting the successful candidate’s wage rate:
• Prior work or industry experience.
• Education level to the extent education is relevant to the position.
• Unique skills