Local Market Account Management (East)
About The Position
Lincoln Financial is hiring a Local Market Account Manager for its Group Protection Distribution Team supporting Workplace Solutions. The role serves as a trusted partner to internal and external stakeholders, building strong relationships and delivering an exceptional customer experience. The manager handles increasingly complex assignments and projects, analyzes and resolves challenging issues, and advocates for customers to drive positive change. The position supports a local market in NH, NY, MA, or ME. It is hybrid for employees near a key Lincoln office, with three days per week in the office, or remote for employees outside those areas. Travel may be required up to 25%.
Requirements
- Bachelor's degree or equivalent work experience; four years of experience may substitute for a bachelor's degree.
- At least 3 years of experience in client service, account management, insurance, employee benefits, or a related area.
- Strong verbal and written communication skills, including the ability to engage and influence internal and external stakeholders.
- Proficiency with Microsoft Office applications, including Word, Excel, PowerPoint, and Outlook.
- Ability to obtain and maintain required licenses upon hire.
Nice To Haves
- Ability to manage multiple priorities, projects, and deadlines in a fast-paced environment.
- Knowledge of employee benefits, group insurance products, or the broader benefits marketplace.
- Ability to identify opportunities to improve customer experience, strengthen relationships, and support client retention and growth.
Responsibilities
- Build and grow trusted relationships with brokers and clients across the local market.
- Lead retention and account management strategies that support customer satisfaction, profitability, and long-term growth.
- Serve as a consultative partner to help clients navigate benefits needs and maximize the value of Lincoln's solutions.
- Identify and address client concerns proactively, delivering solutions that strengthen relationships and improve outcomes.
- Partner with internal teams to provide seamless service, resolve issues, and support client success.
- Create and execute strategic account plans to deepen engagement and improve retention.
- Identify at-risk business and implement strategies to retain and grow the book of business.
- Deliver education, insights, and recommendations to help clients make informed benefits decisions.
Benefits
- Paid time off and parental leave
- 401(k) and employee benefits
- Free financial counseling, health coaching, and employee assistance program
- Tuition assistance program
- Flexible work arrangements
- Leadership development and virtual training opportunities
- Productivity and technology tools and training
- The role may be eligible for the discretionary Annual Incentive Program; other rewards may include long-term incentives and sales incentives.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
