Customer Administrative Professional - (DW13207)

Lincoln Financial Group is a diversified financial services organization, headquartered in Philadelphia, Pa. Lincoln companies offer financial, retirement and estate planning services and a variety of financial and investment products in five distinctive business areas - insurance and annuities, individual and group retirement plans, group benefits, mutual funds and investment management.
Members of this team have responsibility for processing and expediting financial service transactions from our partners, policy owners, third parties and internal customers. Must be proficient with identifying requests, processing casework, and delivering exceptional service either through personal contact with the customers, the use of technical equipment to process financial transactions while maintaining an awareness of the affects on the gain and loss balance. Must be proficient with distinguishing the type of requests received and which business area has responsibility for processing. Must also be able to identify system output and maintain departmental equipment. Must be able to process basic service requests and see to completion of casework through established processes and procedures.

Process financial service transactions received from our customers. Maintaining superior quality service while meeting or exceeding departmental standards and customer expectations.

Correspond with clients via verbal and/or telephone communication. Provide accurate and useful information to the customers in a timely manner

Comprehend and exhibit skills depicting Customer Focus. Possess skills for providing service that exemplifies good standards.

Demonstrates satisfactory communication skills.

High school Diploma and equivalent work experience required. *

Solid verbal and organizational skills are essential.

LOMA 1 and 2 are preferred or ability to achieve within a year of hire.

Ability to perform effectively individually and as part of a team.

Candidate must be able to adapt quickly to a changing environment and able to change priorities on a short notice.

The position is subject to change over time based on business needs, market conditions, technology, etc. Employees are encouraged to continue to acquire the skills needed to remain competitive in the constantly changing business environment.

Salary- maximum $20,000 - $21,000

We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.
Job Requirements
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Company Overview


Lincoln Financial Group is a diversified financial services organization. Primary operations are based in Philadelphia, PA, Fort Wayne, IN, Greensboro, NC, and Hartford, CT. Lincoln companies offer financial, retirement and estate planning services plus financial and investment products in five areas: insurance and annuities, individual and group retirement plans, group benefits, mutual funds and investment management. Our goal is to provide clear, understandable financial information to aid customers and financial advisors in making sound decisions to meet individual financial goals.