Associate, Relationship Management

Lincoln Financial • Papillion, NE

1d • Hybrid

About The Position

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

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 Associate, you will be responsible for building and maintaining relationships with clients and brokers within the 2-500 lives segment by supporting their routine 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. 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!

Requirements

• 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
• 1+ 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)
• Ability to work until 7 pm Central time / 5 pm Pacific time on a daily or weekly rotation basis.

Nice To Haves

• Project and/or Relationship 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.

Responsibilities

• You will 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.
• You will develop and maintain an understanding of LFG's products, services and operational structure to enhance ability to identify and target sales growth opportunities.
• You will perform and deliver routine assignments/projects for their assigned areas of responsibility.
• You will respond to customer inquiries; ensures timely resolution and delivery of high quality customer service.
• You will coordinate with subject matter experts, including Relationship Management Specialists, marketing, underwriting, IT, billing compliance, and legal, to resolve issues in a timely manner. You will 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.
• You will identify, reccomend and champion process improvements and organizational initiatives to positively influence the team and quality.

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 1,001-5,000 employees