Sr. Enrollment Kit & Documents Representative

$25 - $32/Yr

Lincoln Financial Group - Fort Wayne, IN

Full-time - Entry Level

Hybrid - Fort Wayne, IN

Insurance Carriers and Related Activities

About the position

We are excited to bring on a Sr. Enrollment Kit & Documents Representative to support the Retirement Plan Services business. This will be a remote, work from home position. As the Sr. Enrollment Kit & Documents Representative, using your strong attention to detail skills and creative eye, you will contribute to the graphic design of operational documents. You will work with stakeholders to develop and maintain enrollment materials related to employer-sponsored defined contribution plans for all market types such as 403(b), 401(k), 457(b), 401(a), etc. in a document automation environment. In this hybrid role, you will also maintain administrative forms, creative materials, internal documents and other client specific materials.

Responsibilities

• Develop, maintain and distribute enrollment materials to reflect plan requirements, ordering enrollment kits while maintaining excellent records of activity.
• Maintain and distribute operational forms and documents.
• Work directly with internal stakeholders, peers and vendors to meet or exceed deadlines while maintaining accuracy, controlling expenses (printing), meeting compliance, legal and regulatory standards, and adhering to editorial and brand guidelines.
• Ensure content is appropriate to the plan's market type, plan document and consistent with guidelines and procedures.
• Promote quality control by identifying gaps and omissions in data.
• Learn new skills, procedures and processes, promoting a culture of teamwork with a positive attitude, and assist other team members as needed.

Requirements

• High School Diploma or GED or minimum Associate degree in lieu of required experience.
• 3-5+ Years of experience in the retirement and/or financial services industry that aligns with the responsibilities for this position.
• Strong written and verbal communication skills.
• Excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

Nice-to-haves

• Knowledge of graphic design principles with experience utilizing Adobe InDesign.

Benefits

• 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.
• 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.