Administrative Clerk Services

Founded in 1905 with the endorsement of Abraham Lincoln’s son, Robert Todd Lincoln, Lincoln Financial Group is the first and only company to carry Abraham Lincoln’s name, image and ideals at the heart of their brand. For more than a century, they have advanced President Lincoln’s inclusive vision and values by building an honest, dependable financial services company.

As Clerk, Administrative Services - Indexing, you will be responsible for the day-to-day process that supports the processing teams within the Customer Service Department which includes but is not limited to indexing customer requests on a day to day basis.

Customer Service

• Maintains a customer service focus in the performance of duties
• Consistently meets productivity and quality goals.
• Demonstrates knowledge of Lincoln’s customer service expectations and shared values.
• Dependable; meets attendance and punctuality expectations
• Demonstrates ability and willingness to participate in team projects.
• Performs other duties as assigned by management and embrace expectation for additional skill enhancement opportunities
• Superior Customer Service skills must be demonstrated at all times

Productivity

• The ability to meet time standards for work processed while meeting quality expectations.
• Carries out duties in compliance with all state and federal regulations and guidelines. Complies with all company and site policies and procedures.
• Remains current in profession and industry trends by completing company and industry classes and tutorials.
• Makes a positive contribution as demonstrated by: making suggestions for improvement, learning new skills, procedures and processes.
• Non-exempt position eligible for overtime if required
• Demonstrates aptitude for learning new systems and processes

Communication

• Demonstrates solid verbal and written communication skills
• The ability to adapt quickly to a changing environment

Education

• High School diploma/GED or minimum Associate’s Degree in lieu of required experience
• Willingness to work towards LOMA Associate, Customer Service (ACS) designation

Experience

• 0-1 year of experience in Customer Service, Finance, and indexing that directly aligns with the specific responsibilities for this position
• Educational experience and/or proficiency in LOMA 281, and LOMA 291 preferred
• Basic skills in MS Word and Excel
• Enter data into computer using software applications for data entry and word processing
• An ability to work and be proficient with e-mail systems (Outlook).
• 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