Project Support Specialist

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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. If this sounds like a role for you, please read on!

What you'll be doing

• You will own the monthly Alliance 12b1 revenue calculation and accrual process. You will compile and track results to the general ledger to ensure the accuracy of calculations. You will work with Fund Management, Accounts Receivable and other key stakeholders on ensuring fund revenue is received and reconciled for inclusion in revenue models and the general ledger. You will also communicate and engage with external fund companies on variances, rate changes and other nuances associated with fund fee matters.
• You will provide support and backup to the Fund Revenue Analyst and Specialist along with the Plan Expense Funding and Alliance Employer Invoicing processes. You will update associated databases with required information to reconcile and apportion fund revenue & fees to clients.
• You will analyze and support general financial control processes and ongoing improvement efforts. You will also analyze and communicate to internal stakeholders on mutual fund fee revenue that impacts your assigned area of responsibility including but not limited to related calculation and collection.
• You will be responsible for all aspects of large-scale projects to ensure timely, accurate processing and reporting. You will facilitate project meetings with stakeholders from multiple groups to map current and future state processes, define project scope, determine project plans, execute agreed deliverables, and evaluate outcomes. You will also partner closely with internal stakeholders and third-party vendors to align project timelines ensuring that deadlines are met.
• You will provide support for internal business partners related to customer inquiries, service capabilities, and expertise on issue resolution.
• You will proactively identify, recommend and champion service and process improvements, researching and implementing these improvements to provide a better 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 critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines.
• 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 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:

Clearly defined career tracks and job levels, along with associated behaviors for each Lincoln leadership Attribute.

Leadership development and virtual training opportunities.

Free financial counseling, health coaching and employee assistance program.

Tuition assistance program.

A leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situations.

Effective productivity/technology tools and training.

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 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 Group helps people to plan, protect and retire with confidence. As of Dec. 31, 2023, approximately 17 million customers trust our guidance and solutions across four core businesses – annuities, life insurance, group protection and retirement plan services. As of December 31, 2023, the company had $295 billion in end-of-period account balances, net of reinsurance. 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.

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.