Agent Debt Collection Representative

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
? Research, analyze, and resolve commission debt issues by gathering information from appropriate departments.
,
? Reconcile commissions and debt calculations to determine collectability from commission earnings.
,
? Monitor, collect, and apply reimbursements of debt.
,
? Communicate with Broker Dealers and Agents regarding outstanding debts via email and phone.
,
? Provide detailed information to Collection Agencies and respond to inquiries about Agent debt.
,
? Meet with internal and external stakeholders while maintaining professionalism.
,
? Identify and recommend process improvements to enhance customer experience.

Requirements
? High school diploma or GED or minimum Associate degree in lieu of required experience.
,
? 3-5+ years of client customer support and operations experience relevant to the role.
,
? Ability to work collaboratively in a fast-paced team environment.
,
? Excellent organizational skills with the ability to prioritize and multitask while maintaining attention to detail.
,
? Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

Nice-to-haves
? Knowledge and experience with Microsoft Excel, including pivot tables and V-lookups.
,
? Knowledge of Microsoft Access is desired.
,
? Ability to evaluate information and implications of actions or solutions.
,
? Solid relationship management skills with internal clients.
,
? Strong interpersonal skills with a collaborative style.

Benefits
? Clearly defined career tracks and job levels.
,
? 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.
,
? Remote work environment and flexible work hybrid situations.
,
? Effective productivity/technology tools and training.

Apply Job!

For more such jobs please click here!