Job Description
About the position
The Agent Debt Collection Representative at Lincoln Financial Group plays a crucial role in managing and resolving commission debt issues for agents. This position involves routine and non-routine analysis to determine agent debt, monitoring and collecting reimbursements, and ensuring compliance with established procedures. The representative will work in a hybrid environment, balancing remote work with in-office collaboration as needed.
Responsibilities
Ā Research, analyze, and resolve commission debt issues by gathering information from appropriate departments.
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Ā Reconcile commissions and debt calculations to determine collectability from commission earnings.
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Ā Monitor, collect, and apply reimbursements of debt.
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Ā Communicate with Broker Dealers and Agents regarding outstanding debts via email and phone.
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Ā Provide detailed information to Collection Agencies and respond to inquiries about Agent debt.
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Ā Meet with internal and external stakeholders while maintaining professionalism.
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Ā Identify and recommend process improvements to enhance customer experience.
Requirements
Ā High school diploma or GED or minimum Associate degree in lieu of required experience.
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Ā 3-5+ years of client customer support and operations experience relevant to the role.
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Ā Ability to work collaboratively in a fast-paced team environment.
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Ā Excellent organizational skills with the ability to prioritize and multitask while maintaining attention to detail.
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Ā Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
Nice-to-haves
Ā Knowledge and experience with Microsoft Excel, including pivot tables and V-lookups.
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Ā Knowledge of Microsoft Access is desired.
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Ā Ability to evaluate information and implications of actions or solutions.
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Ā Solid relationship management skills with internal clients.
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Ā Strong interpersonal skills with a collaborative style.
Benefits
Ā Clearly defined career tracks and job levels.
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Ā Leadership development and virtual training opportunities.
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Ā PTO/parental leave.
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Ā Competitive 401K and employee benefits.
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Ā Free financial counseling, health coaching, and employee assistance program.
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Ā Tuition assistance program.
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Ā Remote work environment and flexible work hybrid situations.
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Ā Effective productivity/technology tools and training.
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