Job Description

Alternate Locations: Work from Home

  Work Arrangement:

Remote : Work at home employee residing outside of a commutable distance to an office location.

Relocation assistance:  is not available for this opportunity.

Requisition #:  75089

The Role at a Glance

We are excited to bring on Customer Support Processing Associate to support the Insurance Operations business. This will be a remote, work from home position. 

As the Customer Support Processing Associate, you will be responsible for handling callouts to financial professionals and/or clients on complex data and financial transactions as it pertains to fraud prevention, ensuring that all information is complete and in good order. You will apply your understanding of financial transactions including but not limited to life withdrawals, surrenders, loans, and 1035 exchanges. Additionally, you will provide daily assistance for check and ACH approvals. You will share knowledge with your team to build technical capabilities across the business unit. If this sounds like a role for you, please read on!

What you'll be doing

• You will review increasingly complex data and financial transactions in accordance with established fraud procedures and guidelines independently, making callouts in a timely manner, and meeting departmental quality and production standards.
• You will review data to ensure the information is complete and in good order, communicating with leadership on any recognized trends of issues and/or concerns.
• You will communicate both verbally and in written form effectively with applicable internal and external stakeholders to obtain needed information while maintaining a professional demeanor in all interactions.
• You will resolve customer contract discrepancies by investigating documentation and determining applicable adjustments.
• You will create and maintain up to date procedural documentation as needed. You will also share your diverse knowledge and information to enable less experienced team members to perform their assignments.
• You will assist with check and ACH approvals, ensuring transactions are in good order, funds are sent via the requested type (i.e. check, ACH, wire), and for the correct amount.

What we’re looking for

Must-have experience (Required) :

• High School Diploma or GED or minimum Associate degree in lieu of required experience.
• 3-5+ Years of Client Customer Support and Operations experience that aligns with the responsibilities for this position; 0-1+ Years of experience for candidates with an Associate’s Degree or above
• Ability to work in a fast-paced, team environment
• Excellent written and verbal communication skills.
• Excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail. Ability to evaluate information and the implications of a course of action or solution.
• Ability to maneuver through multiple systems/databases/platforms/software.
• Ability to be adaptable/flexible as business needs change.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

Nice-to have Experience (Preferred) :

• Life Operations experience and knowledge preferred.
• Some working knowledge of Concord Vantage, Fusion Vantage, Lifecomm system, CSA, CORPSYS, AWD and GIACT
• Strong relationship management skills with internal and/or external clients (e.g. management, peers, colleagues, customers) and strong interpersonal skills with a collaborative style. 

Application Deadline

Applications for this position will be accepted through November 28, 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

• 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 $42,800 - $77,700 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 , LinkedIn ,  Instagram , 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. 

Job Tags

Similar Jobs