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Customer Service Representative, Retirement (Fo...

Remote, USA Full-time Posted 2025-11-03
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Alternate Locations: Fort Wayne, IN (Indiana)

Work Arrangement:

Remote : Work at home employee

Relocation assistance: is not available for this opportunity.

Requisition #: 74486

The Role at a Glance

We are excited to bring on a Customer Service Representative to support the Retirement Plan Services business (bilingual opportunities available!). This role is open in the Fort Wayne, IN office with the ability to work remotely following 8 weeks of onsite training.

Background Details
The Retirement team will provide you with several weeks of paid training, coaching and development to perform in this fast-paced environment. Training will be led by one of our dedicated trainers in a classroom setting (onsite), along with a cohort of peers and managers, and will provide you with foundational knowledge to assist you in excelling in a career with Lincoln Financial Group.

As a Customer Service Representative, you will serve as the primary point of contact for individuals who have questions or concerns regarding their retirement plan. You will serve as a subject matter expert and educate them about the retirement plan using excellent customer service and problem-solving skills to create a positive experience. This opportunity will provide insight into the world of retirement plan operations while gaining new skills through a defined career pathing and development program.

See the role in action! Please click here to watch a realistic job preview!

What you'll be doing


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