Agent Changes Processor

$40,186 - $51,958/Yr

Lincoln Financial Group - Trenton, NJ

Full-time - Entry Level

Remote - Trenton, NJ

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Agent Changes Processor role at Lincoln Financial Group involves providing high-level service to agents and broker/dealer partners by maintaining records and addressing compensation inquiries. This position requires independent work in a hybrid environment, balancing remote work with in-office collaboration as needed. The role emphasizes effective communication, customer service, and process improvement to enhance relationships with internal and external stakeholders.

Responsibilities

• Process agent change requests from agents, broker/dealers, and internal partners in a timely manner according to established procedures.
• Provide customer service to internal and external stakeholders, demonstrating flexibility and responsiveness to their needs.
• Communicate effectively, both verbally and in writing, with stakeholders while maintaining professionalism.
• Identify and recommend process improvements and organizational initiatives to enhance team quality.

Requirements

• High School Diploma or GED.
• 0-1+ years of experience directly related to the responsibilities of the role.
• Ability to navigate multiple systems, databases, and software platforms.
• Adaptability and flexibility to meet changing business needs.

Nice-to-haves

• Data entry experience in a fast-paced environment.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Strong organizational skills with the ability to prioritize workload and multi-task while maintaining attention to detail.

Benefits

• Clearly defined career tracks and job levels.
• Leadership development and virtual training opportunities.
• Paid time off (PTO) and parental leave.
• Competitive 401K and employee benefits.
• Free financial counseling and health coaching.
• Tuition assistance program.
• Remote work environment and flexible work situations.