Customer Service Representative, Retirement

**Date:** Oct 5, 2026 **Primary Location:** Fort Wayne, IN, US **Company:** Lincoln Financial **Alternate Locations:** Fort Wayne, IN (Indiana); Charlotte, NC (North Carolina); Greensboro, NC (North Carolina); Hartford, CT (Connecticut); Omaha, NE (Nebraska); Radnor, PA (Pennsylvania); Work from Home **Work Arrangement:** Remote : Work at home employee residing outside of a commutable distance to an office location. **Relocation assistance:** is not available for this opportunity. **Requisition \#:** 76718 **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!) in a work from home/remote environment. We are looking for candidates within a 50 mile radius of one of our key city locations: Charlotte (NC), Fort Wayne (IN), Greensboro (NC), Hartford (CT), Omaha (NE), or Radnor (PA). *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 virtual classroom setting, 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. 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** ------------------------ * 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 thro