Project Support Specialist

Location: The location field must contain 'city, state' or a zip code to perform a radius search (e.g., Denver, CO or 46122). City and state must be separated by a comma followed by a space (e.g., Houston, TX).

Alternate Locations: Work from Home

Work Arrangement: Hybrid/Flexible: Work at home and use the office as appropriate for in-person collaboration.

Relocation assistance: Not available for this opportunity.

Requisition #: 74355

The Role at a Glance

We are looking for a detail-oriented, experienced Project Support Specialist, committed to continuous improvement supporting the RPS Operations Plan Level Services team in a work from home environment.

Background Details

As a Project Support Specialist, you will be focused on driving efficiencies and enhancing the customer experience. This requires strong problem solving and the ability to identify opportunities for process improvement and continued growth. You will focus on 12b1 reporting, calculations, research, accruals and trending of results and be cross trained to support all aspects of large-scale projects to ensure timely, accurate processing and reporting.

What you'll be doing

• You will own the monthly Alliance 12b1 revenue calculation and accrual process, compiling and tracking results to ensure accuracy.
• Work with Fund Management, Accounts Receivable, and other key stakeholders to ensure fund revenue is received and reconciled for inclusion in revenue models and the general ledger.
• Communicate and engage with external fund companies on variances, rate changes, and other nuances associated with fund fee matters.
• Provide support and backup to the Fund Revenue Analyst and Specialist along with the Plan Expense Funding and Alliance Employer Invoicing processes.
• Analyze and support general financial control processes and ongoing improvement efforts.
• Facilitate project meetings with stakeholders to map current and future state processes, define project scope, determine project plans, execute agreed deliverables, and evaluate outcomes.
• Proactively identify, recommend, and champion service and process improvements to enhance customer experience.

What we’re looking for

Must-haves:

• 4 Year/Bachelor's degree or equivalent work experience, or 4 years of experience in lieu of Bachelor's.
• 1 - 3+ Years of experience in the insurance industry that directly aligns with the specific responsibilities for this position.
• Ability to work with others in a fast-paced, team environment.
• Strong written and verbal communication skills.
• Strong project management leadership skills, including the ability to coordinate and balance multiple projects under pressure.
• Ability to identify and recommend process improvements.

Application Deadline

Applications for this position will be accepted through March 31, 2025, subject to earlier closure due to applicant volume.

What’s it like to work here?

At Lincoln Financial Group, we love what we do. We make meaningful contributions each day to empower our customers. Working alongside dedicated colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives and invests in programs that empower us to take charge of our future.

What’s in it for you:

• 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.
• A leadership team that prioritizes your health and well-being.
• Effective productivity/technology tools and training.

Pay Range

The pay range for this position is $53,500 - $96,300 with anticipated pay for new hires between the minimum and midpoint of the range. Pay is based on non-discriminatory factors including work experience, education, location, and qualifications required for the role.

About The Company

Lincoln Financial Group helps people to plan, protect, and retire with confidence. As of Dec. 31, 2023, approximately 17 million customers trust our guidance across four core businesses. Headquartered in Radnor, PA, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. Learn more at LincolnFinancial.com.

Diversity and Inclusion

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.

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 protect their sensitive personal information from scams targeting job seekers.

Additional Information

This position may be subject to Lincoln’s Political Contribution Policy. An offer of employment may be contingent upon disclosing details of certain political contributions.

Lincoln Financial Group is an Equal Opportunity employer and is committed in policy and practice to recruit, hire, compensate, train, and promote without regard to race, color, religion, sex, age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information.

This Employer Participates in E-Verify. See the E-Verify notices.