Sr. Enrollment Kit & Regulatory Documents Representative

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

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!

• 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.

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

• Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes
• 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
• Work arrangements that work for you
• 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.

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.

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