Lincoln Financial

Customer Service Representative, Annuities

Lincoln Financial

full-time

Posted on:

Origin:  • 🇺🇸 United States

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Salary

💰 $22 per hour

Job Level

JuniorMid-Level

About the role

  • Customer Service Representative for Annuity Contact Center supporting Insurance Operations in a work-from-home environment. Provide several weeks of paid training and ongoing coaching. Serve as first point of contact for annuity customers, answer inbound calls, address inquiries, build rapport, educate customers about annuity contracts using multiple resources. Handle ~50-90 customer interactions per day, maintain confidentiality, comply with privacy regulations, meet department metrics and quality standards. Research responses and document interactions, deescalate customer concerns, communicate effectively with internal/external stakeholders, identify process improvements. Training schedule and regular schedule details provided; must be available Mon-Fri shifts within EST hours, overtime possible. Compensation: $22.21/hour. Application deadline: 2025-09-02.

Requirements

  • 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. If on closing shift, must be able to work until queues are closed for the day (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, preferred 25 Mbps.