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Lincoln Financial Group Retirement Plan Call Center Supervisor in Santa Fe, New Mexico

Alternate Locations: Work from Home; Fort Wayne, IN (Indiana)

Work Arrangement:

Hybrid/Flexible : Work at home and use the office as appropriate for in-person collaboration.

Relocation assistance: is not available for this opportunity.

Requisition #: 73857

The Role at a Glance

We are excited to bring on a Supervisor to join the Call Center supporting our Retirement Plan Services organization to work in a remote environment.

Background Details

As a Supervisor within the Retirement Plan Services Call Center, you will manage an assigned team within the Call Center to provide leadership, coaching and process management to ensure a positive experience for our participants, peers, and partners. You will build relationships cross functionally that lead to providing excellent customer service, increasing revenue, and reducing risk. You will complete administrative functions such as timecard approvals. You will also drive process improvements to deliver quality results, increase customer satisfaction, standardize, and simplify the experience across products, and enhance the Lincoln brand.

What you'll be doing

  • You will lead a dynamic team in an environment that is constantly changing due to reengineering efforts as well as strategic and organizational initiatives. You will maintain knowledge on current and emerging developments/trends, assesses the impact, and collaborate with management to incorporate new trends and developments in current and future solutions. In addition, you are responsible for processes and procedures for your team as well as administrative functions such as timecard reviews/approvals, etc.

  • You will serve as a resource to team members and internal/external stakeholders on more complex assignments/projects, including reviewing complex escalated issues and concerns from participants, peers, and partners. You will review, resolve and respond to more complex escalated issues and concerns and escalate any issues as needed to management.

  • You will establish and implement, with your peer group, individual and team priorities, performance goals and objectives to ensure completion of responsibilities. In addition, you will provide training and development opportunities, including stretch assignments, for the team while providing open and honest feedback to aid in the development of talent.

  • You will manage the processes and administration of customer inquiries while ensuring accurate, fair and efficient call management. In addition, you will manage workloads to ensure appropriate balance amongst the team.

  • You will ensure that the team maintains customer confidentiality while complying with privacy regulations. In addition, you will ensure that the team is appropriately trained to respond to customer inquiries/concerns.

What we’re looking for

Must-have experience (required) :

  • 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)

  • 3+ Years of experience in Client Services that directly aligns with the specific responsibilities for this position, including 1+ years of managerial, supervisory, and/or demonstrated leadership experience

  • Excellent organization skills with the ability to prioritize workload

  • Strong communication, negotiation, relationship building, strategic, & interpersonal skills

  • Demonstrates ability to successfully hire, retain, develop, and coach staff via a culture of real-time performance feedback

Nice-to-have experience (preferred) :

  • Retirement plan operations experience

  • Project management experience

Application Deadline

Applications for this position will be accepted through November 8, 2024, subject to earlier closure due to applicant volume.

What’s it like to work here?

At Lincoln Financial Group, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.

What’s in it for you:

  • Clearly defined career tracks and job levels, along with associated behaviors for each Lincoln leadership Attribute.

  • Leadership development and virtual training opportunities

  • PTO/parental leave

  • Competitive 401K and employee benefits (https://hrdirectdocs.lfg.com/misc/HR/Recruiting/BenefitsResourcesGuide.pdf)

  • Free financial counseling, health coaching and employee assistance program

  • Tuition assistance program

  • A leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situations

  • Effective productivity/technology tools and training

The pay range for this position is $53,500 - $92,500 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln’s total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln’s standard benefits package.

About The Company

Lincoln Financial Group helps people to plan, protect and retire with confidence. As of Dec. 31, 2023, approximately 17 million customers trust our guidance and solutions across four core businesses – annuities, life insurance, group protection and retirement plan services. As of December 31, 2023, the company had $295 billion in end-of-period account balances, net of reinsurance. Headquartered in Radnor, Pa., Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. Learn more at LincolnFinancial.com.

Lincoln is committed to creating a diverse and inclusive (https://www.lfg.com/public/aboutus/companyoverview/diversityinclusion?audience_page_id=1422918942386) environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Follow us on Facebook (http://www.facebook.com/lincolnfinancialgroup) , X (https://mobile.twitter.com/lincolnfingroup) , LinkedIn (https://www.linkedin.com/company/4307?trkInfo=tas%3Alincoln+financial%2Cidx%3A3-1-3&trk=tyah) , and Instagram (https://www.instagram.com/lincolnfingroup/) . For the latest company news, visit our newsroom (https://www.lincolnfinancial.com/public/aboutus/newsroom) .

Be Aware of Fraudulent Recruiting Activities

If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.

Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at fraudhotline@lfg.com if you encounter a recruiter or see a job opportunity that seems suspicious.

Additional Information

This position may be subject to Lincoln’s Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln’s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.

Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees.

Lincoln Financial Group (“LFG”) is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, Veteran status, or genetic information. Applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling 260-455-2558.

This Employer Participates in E-Verify. See the E-Verify (https://www.e-verify.gov) notices.

Este Empleador Participa en E-Verify. Ver el E-Verify (https://www.e-verify.gov/es) avisos.

Lincoln Financial Group ("LFG") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information. Opportunities throughout LFG are available to employees and applicants and are evaluated on the basis of job qualifications. We have a drug free work environment and we perform pre-employment substance abuse testing.

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