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!