Customer Service Representative

Date: Jun 28, 2019

Location: Sacramento, CA, US

Company: Lincoln Financial

Alternate Locations: Sacramento, CA (California)

Relocation assistance is not available for this opportunity.

Requisition #59357

About the Company

Lincoln Financial Group, a Fortune 250 company with over 10,000 employees, provides advice and solutions that help empower Americans to take charge of their financial lives with confidence. Our core business areas — Life Insurance, Annuities, Retirement Plan Services and Group Protection — focus on supporting, preserving and enhancing over 17 million customer’s lifestyles and retirement outcomes.

Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. The company had $238 billion in assets under management as of December 31, 2018.

Ranked one of the Best Large Employers in America by Forbes magazine, Lincoln Financial Group makes a serious investment in our employees’ futures through a broad range of wealth accumulation and protection plans, health and wellness programs, and career development resources designed to help each individual reach their personal and professional goals.


About The Company

Lincoln Financial Group is a Fortune 500 company offering a diverse range of financial services and solutions. With a strong focus on four core business areas - life insurance, annuities, retirement plan services, and group protection - our business is built around supporting, preserving, and enhancing our customer's lifestyles and providing better retirement outcomes. Led by over 8,000 employees, Lincoln Financial provides the tools and advice to help individuals take charge of their futures.


The Role

As the Customer Service Representative, you will support leadership in day to day service including troubleshooting operational, service, facilities, and compliance issues.  You are the first point of contact, always exhibiting a professional and courteous attitude toward callers, visitors to the office, and Lincoln associates.



  • Client Service:  You will be responsible for processing Lincoln client service forms, including loans, distributions, change of address, etc.Process other customer service requests
  • Provide administrative support to financial planners within the office
  • Act as a liaison between clients and home office
  • Enter and update records in financial planners client database (CRM)
  • Provide support for ad hoc projects                                      
  • Keep apprised of changes regarding procedural changes. Communicate form related changes to office associates.
  • Extensive telephone interaction requiring proactive reach-out to home office, clients and financial advisors.
  • You may also provide Operational support in a back-up capacity including: Reception:  answer phones, greet visitorso    Mail Room: open and distribute mail. Post outgoing mail/packages. Maintain check log. Facilities Maintenance:  Daily maintenance of equipment and supplies.  Orders supplies when necessary.  Liaison with vendors and building management.
  •  Teamwork:  Interact with co-workers and associates in a courteous and respectful manner to create a positive work atmosphere.  Work with each member of the office to achieve priorities, proactively aiding and assisting whenever possible to achieve maximum total office results.

  •  Handle sensitive, confidential, proprietary information with discretion



  • High school diploma or GED; College degree preferred



  • Minimum 2 years of experience that directly aligns with the specific responsibilities for this role. College degree preferred.
  • A demonstrated track record of consistently meeting and/or exceeding performance expectations
  • Possesses a bias for action and avoids workplace distractions
  • Drives performance targets to completion


Skills and Abilities

  • Strong aptitude with MS Word, Excel, PowerPoint, Outlook

  • Excellent attention to detail

  • Self-directed and resourceful, with a strong work ethic

  • Proven ability to multi-task and be flexible

  • Solid organizational skills



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/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, 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.


Nearest Major Market: Sacramento

Job Segment: Administrative Assistant, Database, CRM, Administrative, Technology