Sr. Enrollment Kit & Regulatory Documents Representative
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AI Summary
Alternate Locations: Work from Home
Work Arrangement:
Remote : Work at home employee residing outside of a commutable distance to an office location.
Relocation assistance: is not available for this opportunity.
Requisition #: 76153
The Role at a Glance
We are excited to bring on a Sr. Enrollment Kit & Regulatory Documents Representative to join our Retirement Operations team in a work from home environment.
Background Details
As a Sr. Enrollment Kit & Regulatory Documents Representative, you’ll partner closely with stakeholders to develop and deliver high-quality materials that support employer-sponsored retirement plans across a variety of plan types (401(k), 403(b), 457(b), 401(a), and more). You’ll play a key role in ensuring our clients and participants receive clear, accurate, and engaging materials while working in a document automation environment.
This role sits at the intersection of operations, communication, and client experience. The materials you help create directly impacts how participants engage with their retirement benefits—making your work both visible and meaningful. If you’re detail-oriented, thrive in a dynamic environment, and enjoy taking initiative to make things better, please read on!
What you'll be doing
- You will take ownership of a variety of enrollment and regulatory related work, making sound decisions as you navigate both routine and more complex situations.
- You will develop new employer-specific materials and update existing content to reflect plan changes, ensuring materials align with legal plan documents, product standards and marketing guidelines.
- You will continually build and apply your knowledge of defined contribution products to ensure materials align with standard product practices.
- You will partner closely with stakeholders and vendors to deliver high-quality work on time while maintaining accuracy, efficiency, and managing cost. You will maintain accurate records and oversee enrollment kit ordering.
- You will spot gaps, ask questions, and continuously look for ways to improve processes, quality, and the overall experience, promoting quality and continuous improvement.
What we’re looking for
Must-have experience (Required):
- High school diploma or GED or minimum Associate degree in lieu of required experience
- 3-5+ years of experience that directly aligns with the responsibility of this role
- Strong written and verbal communication skills
- Ability to thrive in a fast paced, team environment while adapting quickly to changing priorities
- Excellent organizational skills with the ability to prioritize workload and multitask while maintaining strict attention to details
- Solid relationship management skills with internal and/or external clients (e.g. management, peers, colleagues, customers)
- Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
Nice-to have Experience (Preferred):
- Knowledge of retirement markets (401(k), 401(a), 403(b), 457(b), etc.)
- Retirement Plan Operations experience and knowledge of retirement plan processes and systems; proficiency utilizing AWD
- Exposure to and/or interest in continuous improvement and identifying more efficient ways of working
- Familiarity with AI tools and/or a curiosity for leveraging technology to enhance processes and outcomes
Application Deadline
Applications for this position will be accepted through June 30, 2026, subject to earlier closure due to applicant volume.
What’s it like to work here?
At Lincoln Financial, 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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Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes
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Leadership development and virtual training opportunities
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PTO/parental leave
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Free financial counseling, health coaching and employee assistance program
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Tuition assistance program
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Work arrangements that work for you
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Effective productivity/technology tools and training
The pay range for this position is $25.87 - $35.84 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is 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 (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services.
With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.
Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.
Lincoln is committed to creating an 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.
Follow us on Facebook, X, LinkedIn, Instagram, and YouTube. For the latest company news, visit our newsroom.
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 or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees.
Lincoln Financial ("Lincoln" or "the Company") 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, age, national origin or disability. Opportunities throughout Lincoln are available to employees and 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.
This Employer Participates in E-Verify. See the E-Verify notices.
Este Empleador Participa en E-Verify. Ver el E-Verify avisos.
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