Consultant, Broker Relationship Management

Lincoln Financial • Radnor, PA

1d • Remote

About The Position

We are excited to bring on a Broker Relationship Management Consultant 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 Broker Relationship Management Consultant, you will be responsible for building and maintaining relationships with premier brokers in the U500 block of business to drive client retention. 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 satisfaction. 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!

Requirements

• 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 Haves

• Licensing 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.

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 champion and enhance organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives. In addition, you will serve as a resource to team members and applicable internal/external stakeholders on more complex assignments/projects.
• You will identify and recommend process improvements that significantly reduce workloads or improve quality. In addition, you will consult/analyze more complex assignments and/or projects.
• You will serve as the primary point of contact for assigned premier brokers in the U500 block of business. In addition, you will develop and strengthen relationships with premier brokers through both proactive and responsive contacts to maintain and develop preferred status.
• You will lead and manage the scheduling, planning, execution, and required follow-up for various broker meetings (stewardship, enrollment, ad-hoc, etc.).
• You will facilitate discussions with brokers to support client acquisition, re-enrollment, and business retention. In addition, you will proactively anticipate brokers' issues/concerns and recommend mitigation solution(s) to planners in order to meet client expectations.
• You will identify clients with risk of retention & notifies brokers and/or management.
• You will develop relationships with the sales teams and share opportunities for sales growth.
• You will collaborate with internal stakeholders to ensure the delivery of a positive customer experience
• You will process less complex member management, enrollment and billing updates to deliver quick resolution, and optimize the customer experience to our clients and brokers.

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: Mid Level
• Number of Employees: 1,001-5,000 employees