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Sr. Enrollment Kit & Regulatory Documents Representative

Lincoln Financial Group

4h ago

0$52k - $73kLegalFort Wayne, IN, USjobspy_indeed
remoteindeed

Job Description

**Date:** Jun 5, 2026 **Primary Location:** Fort Wayne, IN, US **Company:** Lincoln Financial **Alternate Locations:** 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 \#:** 76153 **The Role at a Glance** We are excited to bring on a **Sr. Enrollment Kit \& Regulatory Documents Representative** to join our Retirement Operations team in a work from home environment. *Background Details* As a Sr. Enrollment Kit \& Regulatory Documents Representative, you’ll partner closely with stakeholders to develop and deliver high\-quality materials that support employer\-sponsored retirement plans across a variety of plan types (401(k), 403(b), 457(b), 401(a), and more). You’ll play a key role in ensuring our clients and participants receive clear, accurate, and engaging materials while working in a document automation environment. This role sits at the intersection of operations, communication, and client experience. The materials you help create directly impacts how participants engage with their retirement benefits—making your work both visible and meaningful. If you’re detail\-oriented, thrive in a dynamic environment, and enjoy taking initiative to make things better, please read on!**What you'll be doing** * You will take ownership of a variety of enrollment and regulatory related work, making sound decisions as you navigate both routine and more complex situations. * You will develop new employer\-specific materials and update existing content to reflect plan changes, ensuring materials align with legal plan documents, product standards and marketing guidelines. * You will continually build and apply your knowledge of defined contribution products to ensure materials align with standard product practices. * You will partner closely with stakeholders and vendors to deliver high\-quality work on time while maintaining accuracy, efficiency, and managing cost. You will maintain accurate records and oversee enrollment kit ordering. * You will spot gaps, ask questions, and continuously look for ways to improve processes, quality, and the overall experience, promoting quality and continuous improvement. **What we’re looking for** *Must\-have experience (Required)*: * High school diploma or GED or minimum Associate degree in lieu of required experience * 3\-5\+ years of experience that directly aligns with the responsibility of this role * Strong written and verbal communication skills * Ability to thrive in a fast paced, team environment while adapting quickly to changing priorities * Excellent organizational skills with the ability to prioritize workload and multitask while maintaining strict attention to details * Solid relationship management skills with internal and/or external clients (e.g. management, peers, colleagues, customers) * Proficiency with Microsoft Of