Customer Experience Support Specialist

Date: Jun 4, 2025

Primary Location: Fort Wayne, IN, US

Company: Lincoln Financial

Alternate Locations: Fort Wayne, IN (Indiana); Charlotte, NC (North Carolina); Omaha, NE (Nebraska); Radnor, PA (Pennsylvania)

 

Work Arrangement:

Hybrid Preferred : Preferred employee will work 3 days a week in a Lincoln office

 

Relocation assistance:  is not available for this opportunity.

 

Requisition #: 74688

 

The Role at a Glance

As a CX Support Specialist within the Financial Wellness team, you will provide support and delivery for diverse assignments and projects related to our wellness strategy. This strategy influences our financial wellness roadmaps, customer experience, and supports enterprise initiatives.  You will collaborate with teams across the organization to contribute to the ongoing enhancements to WellnessPath and WellnessPath marketplace.

What you'll be doing

·    Maintains knowledge on current and emerging developments/trends, assesses the impact, and collaborates with management to incorporate new trends and developments in current and future solutions
·    Manages day to day responsibilities for various initiatives, this includes but is not limited to data gathering, analytics and reporting, and vendor management
·    Partners and collaborates with the business leads better understand project objectives, deliverables, help collect voice of the customer, and take ownership of day to day administration on an as needed basis 
·    Familiarity with agile techniques to prototype experiences & business models, validate customer feedback, and continuously innovate and improve the customer experience
·    Identifies and communicates to management process improvements that reduce workloads or improve quality
·    Communicates across departments/teams to coordinate delivery of projects and ensure alignment of efforts with other organizational initiatives, including system releases and upgrades

What we’re looking for

Must-haves:
·    4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
·    1 - 3+ Years experience in customer experience, customer engagement, vendor or relationship management, customer success, or similar role related to the responsibilities of this position
·    Passion for customers and creating engaging, satisfying customer experiences 
·    Strong written and verbal communication skills
·    Ability to define problems, evaluate trends, collect data, establish facts and draw valid conclusions
·    Ability to work with others in a team environment 

Nice-to-haves:  
·    Awareness of Wellness Industry best practices and business operations
·    Experience with journey maps/roadmaps 
·    Demonstrates organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail  
·    Demonstrates solid project management skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines 
·    Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

Application Deadline

Applications for this position will be accepted through June 23rd, 2025, subject to earlier closure due to applicant volume 

 

What’s it like to work here?

At Lincoln Financial, 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 of Lincoln's core values and leadership attributes

  • Leadership development and virtual training opportunities

  • PTO/parental leave

  • Competitive 401K and employee benefits

  • Free financial counseling, health coaching and employee assistance program

  • Tuition assistance program

  • Work arrangements that work for you

  • Effective productivity/technology tools and training

 

The pay range for this position is $53,500 - $96,300 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 (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services. 

 

With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach. 

 

Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice. 

 

Lincoln is committed to creating an inclusive 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, X, LinkedInInstagram, and YouTube. For the latest company news, visit our 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 are considered property of Lincoln Financial and are not subject to payment of agency fees.

 

Lincoln Financial ("Lincoln" or "the Company") 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, age, national origin or disability. Opportunities throughout Lincoln are available to employees and 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 notices.

Este Empleador Participa en E-Verify. Ver el E-Verify avisos. 


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