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

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

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

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

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