Relationship Management Specialist, Account Excellence Specialist

Alternate Locations: Atlanta, GA (Georgia); Charlotte, NC (North Carolina); Dover, NH (New Hampshire); Omaha, NE (Nebraska); Phoenix, AZ (Arizona)

Work Arrangement:Work from Home

Relocation assistanceis not available for this opportunity.

Level:P2

Requisition #:67590

The Role at a Glance

We are excited to bring on a Relationship Management Specialist, Account Excellence Team to join our Workplace Solutions Team supporting Workplace Solutions in a work from home environment, unless located near one of our Lincoln offices.

Background Details
The Workplace Solutions Team will help you establish and grow your career in Group Benefits providing you with coaching and development to perform in this fast-paced environment.

As a Relationship Management Specialist, you will be responsible for building and maintaining relationships with clients and brokers within the 100-500 lives segment by supporting their overall group benefits plan administration needs. This role is accountable for providing dedicated service, offering a recommendable and consistent customer experience, and identifying root causes to mitigate future problems and to enhance the overall customer experience. You will be responsible for managing the relationships, handling escalations, and addressing the customer's service needs as these are received through your queue and designated client/broker relationships. This opportunity will provide the ability to grow within the group insurance industry while gaining new skills and building strong working relationships. If this sounds like a role for you, please read on!

What you'll be doing

  • Maintain knowledge on current and emerging developments/trends for assigned territory and products, assessing impacts, and collaborating with management to incorporate new trends and developments in current and future solutions.
  • Develop and maintain an understanding of LFG's products, services and operational structure to enhance ability to identify and target sales growth opportunities.
  • Provides education, information, training & advice on Lincoln's products & services (including sales support tools, marketing ideas, etc.) to assigned Advisors, Registered Representatives, Brokers and/or Plan Sponsor/Participants.
  • Build and maintain business relationships through effective communication via email, phone and in person with internal/external stakeholders in a customer centric and professional demeanor.
  • Work through customer issues independently while collaborating with internal stakeholders to resolve issues in a timely manner.
  • Identifies, recommends and champions process improvements and organizational initiatives to positively influence the team and quality.
  • This role will be supporting the West Region and therefore you must be avialble to work a late rotation of staying until 7:00pm CST one to two days a week and also work until 7:00pm CST one to two Fridays per month.


What we're looking for

Must-have experience (Required):
  • 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
  • 3 - 5+ Years' experience in relationship management that directly aligns with the specific responsibilities for this position
  • Ability to communicate effectively (verbal/written)
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)


Nice-to have Experience (Preferred):
  • Management/leadership experience
  • Project management experience
  • Experience working with multiple products
  • Presentation training or skills
  • Customer and/or broker facing role
  • Ability to work with others in a team environment.
  • Demonstrates strong interpersonal skills with a collaborative style.
  • Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.


Travel Requirements
  • Up to 10%

#LI-JM1

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:
  • A clearly defined career framework to help you successfully manage your career
  • Leadership development and virtual training opportunities
  • Paid Time Off
  • 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; offering a remote work environment
  • Effective productivity/technology tools and training


About the Company/Who is Lincoln Financial
Led by over 10,000 employees Lincoln Financial Group provides advice and solutions that help empower people to take charge of their financial lives with confidence and optimism. Today, more than 17 million customers trust our retirement, insurance and wealth protection expertise to help address their lifestyle, savings and income goals, as well as to guard against long-term care expenses. 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.

Work Arrangement:

Work from Home:Employees will work fully from home. Their job will not require the employee to come into the office, unless for special circumstances.

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/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees.

Lincoln Financial Group ("LFG") 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 (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information. 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.

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