Bilingual Customer Service Representative, Retirement

Lincoln Financial

Bilingual Customer Service Representative educating clients on retirement plans at Lincoln Financial. Handling inquiries in fast-paced, team-oriented environment while meeting performance goals.

Posted 7/17/2026full-timeFort Wayne • 🇺🇸 United StatesJunior💰 $21 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong communication skills in both English and Spanish while providing customer service in a fast-paced environment. Proficient in navigating multiple systems and platforms to address customer inquiries and improve processes.

Highest-signal resume keywords

Bilingual CommunicationCustomer ServiceMicrosoft Office Suite ProficiencyProblem ResolutionAdaptability

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Computer NavigationSystem NavigationProduct KnowledgeCall MetricsQuality Assurance

Soft Skills

Team CollaborationProfessionalismFlexibilityRapport BuildingWritten Communication

Tools & Technologies

DatabasesSoftware PlatformsDual Monitors

Certifications & Qualifications

High School DiplomaGED

Industry Keywords

Retirement PlanCustomer InquiriesStakeholder EngagementProcess Improvement

About the role

Key responsibilities & impact

You will answer inbound calls which can average typically anywhere from 60-90 calls per day, call backs and email correspondence from internal and external stakeholders such as plan participants, beneficiaries, financial professional and plan sponsors, addressing customer service inquiries and concerns
You will work in a fast-paced, highly structured, team-oriented environment with a diverse group of employees focused on meeting the needs of the company and our customers through problem resolution
You will meet and/or exceed all established key performance goals including call metrics and quality
You will build rapport with and educate our customers about their retirement plan while researching multiple systems, databases, platforms and software
You will provide accurate, detailed information about the retirement plan, recognizing what needs to be done to meet the customer’s needs and demonstrating flexibility and responsiveness through problem resolution
You will demonstrate professionalism and maintain composure in the face of high call volume, shifting priorities and rapid change
You will identify and recommend process improvements and organizational initiatives to positively influence the team and quality

Requirements

What you’ll need

High School Diploma or GED
0-1+ Years of general experience – does not need to be directly related to the position
Strong written and verbal communication skills with full written and verbal proficiency in both English and Spanish
Ability to work with others in a fast-paced, team environment
Ability to quickly learn complex systems and product knowledge
Ability to navigate through multiple systems/databases/platforms/software while engaging in customer conversations
Computer navigation experience, ideally using a laptop and dual monitors
Ability to be adaptable/flexible as business needs change
Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

Benefits

Comp & perks

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