LFG Careers – Account Research Service Rep

Website Lincoln Financial

Job Description:

The Account Research Service Rep II Member is responsible for resolving issues at the plan level that are discovered through daily administration of the retirement plan. In addition, you will perform and deliver on routine and exceedingly more non-routine assignments independently in accordance with established procures/guidelines.

Job Responsibilities:

  • You will serve as liaison between business units and Account Management, acting with efficiency and a detailed manner to ensure effective resolution for our customers.
  • You will provide detailed verbal and written responses to unique and diverse inquiries from external auditors and act as a change management and/or departmental initiatives within assigned work scope and group.
  • You will act as primary support agent during audit reviews for Account Managers and Plan Sponsors during audits.
  • You will support and promote change management and/or departmental enterprise initiatives/ In addition, you will serve as an expert and/or lead on assigned projects within the Plan Sponsor Experience or Retirement Plan Services departments.
  • You will understand and observe all state and federal regulatory policies and guidelines while making sure they comply with company and site policies and procedures.
  • You will work to understand and establish strong understanding of contracts routine and non-routine adjustments/corrections to contracts as required.

Job Requirements:

  • 1 year Certifications/Licensures (ASPPA, RFP 1&2)
  • Effective strong written and verbal communication skills.
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
  • Ability to maneuver through multiple systems/databases/platforms/software.
  • 2-3 Years’ experience that aligns with the responsibilities of this role.
  • Ability to be adaptable/flexible as business needs change.
  • High School Diploma or GED or minimum Associate degree in lieu of required experience.
  • Research and data entry experience in a fast-paced environment.

Job Details:

Company: Lincoln Financial

Vacancy Type: Full Time

Job Location: Fort Wayne, IN, US

Application Deadline: N/A

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