Job Description

Customer Service Representative, Life & Annuity Contact Center at Lincoln Financial Group in Boise, Idaho, United States Job Description Alternate Locations: Work from Home; US All Regions Work Arrangement: Hybrid/Flexible : Work at home and use the office as appropriate for in-person collaboration. Relocation assistance: is not available for this opportunity. Requisition #: 73273 The Role at a Glance We are excited to bring on a Customer Service Representative to join our fast paced, high volume contact center team supporting our Life and Annuity Operations organization in a work from home environment. Background Details The Life and 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 life insurance or 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 life or 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. If this sounds like a role for you, please read on What you'll be doing + 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. + Training Schedule: Monday - Friday 8:30am - 5:00pm EST for first 4-8 weeks. There will be no approved time off for the first 60 days. 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. 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): + Prior Financial Services experience is a plus. + Customer service experience or data entry experience while using multiple systems. 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: + Clearly defined career tracks and job levels, along with associated behaviors for each Lincoln leadership Attribute. + 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 Pay Range: $22.21 Actual base pay could vary based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln's total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package. About The Company Lincoln Financial Group helps people to plan, protect and retire with confidence. As of Dec. 31, 2023, approximately 17 million customers trust our guidance and solutions across four core businesses - annuities, life insurance, group protection and retirement plan services. As of December 31, 2023, the company had $295 billion in end-of-period account balances, net of reinsurance. Headquartered in Radnor, Pa., Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. Learn more at . Lincoln is committed to creating a diverse and 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. Follow us on Facebook (, X (, LinkedIn (To view full details and how to apply, please login or create a Job Seeker account

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Job Tags

Work experience placement, Work from home, Home office, Relocation package, Flexible hours, Shift work, Early shift, Monday to Friday,

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