Regulatory Communications and Mail Specialist Job at Lincoln Financial
Date: Apr 19, 2023
Primary Location: Fort Wayne, IN, US
Company: Lincoln Financial
Alternate Locations: US All Regions; Atlanta, GA (Georgia); Charlotte, NC (North Carolina); Dover, NH (New Hampshire); Fort Wayne, IN (Indiana); Omaha, NE (Nebraska); Phoenix, AZ (Arizona); Work from Home
Work Arrangement:
Hybrid/Flexible : Work at home and use the office as appropriate for in-person collaboration.
Relocation assistance: is not available for this opportunity.
Requisition #: 71409
The Role at a Glance
We are excited to bring on a Regulatory Communication and Mail Specialist to join our Regulatory and Business Communications team.
Background Details
As a Regulatory Communication and Mail Specialist, you will be responsible for creating and distributing regulatory content for our clients. In addition, you will oversee and provide input on all communications that are sent out to our clients to ensure they receive a world class customer experience with the highest level of quality content. If you are interested in communications, please read on!
As a Regulatory Communication and Mail Specialist, you will be responsible for creating and distributing regulatory content for our clients. In addition, you will oversee and provide input on all communications that are sent out to our clients to ensure they receive a world class customer experience with the highest level of quality content. If you are interested in communications, please read on!
What you'll be doing
- You will build and manage relationships with three of our communications vendors to distribute over 1million pieces of mail annually including communications for fund changes, cash out notices and annual regulatory content packets.
- You will review new business contracts to create 404a fee disclosures for our new clients and lead an effort with a project manager and a vendor to systematically generate fee disclosures for over 12,000 of our clients.
- You will assist business partners in creating customer-facing letter templates that will be used frequently to communicate with our plan participants.
- You will oversee our Quality Communications process which reviews all customer facing content being sent to our customers.
- You will support and promote change management for departmental enterprise initiatives and projects for Retirement Plan Services departments.
- You will act as the first point of contact for research coming into our team to provide resolution and escalate issues to your manager when needed.
What we’re looking for
Must-haves:
- High School Diploma or GED or minimum Associate degree in lieu of required experience
- 2-4+ Years’ financial services experience, communications/marketing or experience that aligns with the responsibilities of this role
- Effective strong written and verbal communication skills
- Ability to maneuver through multiple systems/databases/platforms/software
- Ability to manage vendor relationships and meet project deadlines and goals
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
Nice-to haves:
- Research and data entry experience in a fast-paced environment.
- Retirement Plan Services knowledge and experience
- ASPPA RPF certification
- 404a Fee Disclosure knowledge and experience
- Associates or Bachelor’s degree in related field
What’s it like to work here?
At Lincoln Financial Group, 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:
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A clearly defined career framework to help you successfully manage your career
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Leadership development and virtual training opportunities
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PTO/parental leave
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Competitive 401K and employee benefits
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Free financial counseling, health coaching and employee assistance program
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Tuition assistance program
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A leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situations
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Effective productivity/technology tools and training
Pay Range: $51,900 - $89,800
Actual base pay could vary 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 Group, a Fortune 200 company with over 10,000 employees, provides advice and solutions that help empower Americans to take charge of their financial lives with confidence. Our core business areas — Life Insurance, Annuities, Retirement Plan Services and Group Protection — focus on supporting, preserving and enhancing over 17 million customer’s lifestyles and retirement outcomes.
Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. The company had $324 billion in end-of-period account values as of June 30, 2021.
Ranked one of the Best Large Employers in America and Best Employers for Women by Forbes magazine as well as one of Newsweek’s Most Responsible Companies, Lincoln Financial Group makes a serious investment in our employees’ futures through a broad range of wealth accumulation and protection plans, health and wellness programs, and career development resources designed to help each individual reach their personal and professional goals.
Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. The company had $324 billion in end-of-period account values as of June 30, 2021.
Ranked one of the Best Large Employers in America and Best Employers for Women by Forbes magazine as well as one of Newsweek’s Most Responsible Companies, Lincoln Financial Group makes a serious investment in our employees’ futures through a broad range of wealth accumulation and protection plans, health and wellness programs, and career development resources designed to help each individual reach their personal and professional goals.
Lincoln is committed to creating a diverse and 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.
Lincoln Financial Group is a committed corporate citizen included on major sustainability indices including the Dow Jones Sustainability Index North America and FTSE4Good. Dedicated to diversity and inclusion, we earned perfect 100 percent scores on the Corporate Equality Index and the Disability Equality Index. Follow us on Facebook, Twitter, LinkedIn, and Instagram.
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/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees.
Lincoln Financial Group (“LFG”) 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 (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, Veteran status, or genetic information. 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.
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