Sr. Setup & Maintenance Service Representative

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Date: Jun 11, 2025

Primary Location: Fort Wayne, IN, US

Company: Lincoln Financial

Alternate Locations: Work from Home

Work Arrangement:

Remote : Work at home employee

Relocation assistance: is not available for this opportunity.

Requisition #: 74706

The Role at a Glance

We are excited to bring on a Senior Setup & Maintenance Service Representative to join our Retirement Plan Solutions Team supporting Workplace Solutions in a remote environment.

Background Details
As a Senior Setup & Maintenance Service Representative, you will complete an onboarding process for plans converting to Lincoln. You will ensure accurate, timely and efficient retirement implementations. You will work with team members, Regional Managers, Account Managers and other internal partners to ensure the proper and timely setup of new retirement plans. You will interpret, analyze and review maintenance work items to accurate completion. You will maintain our strict quality standards and identify processing risk to help achieve our customer satisfaction goals. If this sounds like a role for you, please read on!

What you'll be doing

You will provide a diverse range of information and perform a diverse range of tasks/transactions related to common programs and services. In addition, you will process and complete complex retirement plan implementations in accordance with established procedures and guidelines in an accurate and timely manner while meeting departmental quality/production standards.
You will review implementation notes and documents to ensure the information is in good order.
You will setup retirement plans in appropriate systems and may issue contracts. You will update and maintain appropriate systems as needed. In addition, you will obtain required retirement implementation information from internal/external stakeholders as needed.
You will provide customer services to internal/external stakeholders, recognize what needs to be done to meet internal/external stakeholder needs and demonstrate flexibility and responsiveness to meet those needs on routine and non-routine work independently. In addition, you will monitor and maintain the email for the team and respond and research inquiries as required.
You will recognize and research issues or concerns for your area of responsibility and suggest process improvements.

What we’re looking for

Must-have experience (Required):

High School or GED
3-5+ Years of Client Customer Support and Operations experience aligned with the responsibilities of the position.
0-1+ Years for candidates with an associates degree or above plus 0-1+ years of Client Customer Support and Operations experience that directly aligns with the specific responsibilities for this position.
Ability to communicate effectively, both verbal and written.
Ability to multi-task and maintain high level of production.
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

Nice-to have Experience (Preferred):

Retirement Plan Operations experience and knowledge of retirement plans.
Ability to work in a fast-paced environment with the ability to adapt as needed.
Ability to work independently for long periods of time while self-motivating and staying focused.
Excellent organizational skills with the ability to prioritize workload.
Ability to evaluate information and the implications of a course of action or solution.

Application Deadline

Applications for this position will be accepted through June 20, 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 $25.51 - $34.01 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.

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.

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Nearest Major Market: Fort Wayne
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