Relationship Management Consultant, Local Market Account Management

Lincoln Financial Group • Radnor, PA

264d • $69,000 - $124,600 • Remote

About The Position

We are excited to bring on a Relationship Management Consultant for our Local Market Account Management Team. In this role, you will join our Group Protection Distribution Team, supporting the Workplace Solutions organization in a work from home environment, unless located near one of our Lincoln offices. Preferred locations include those in the Northeast, Pacific and/or Mountain time zones, Tampa and/or Central Florida, and Dallas and/or Houston, Texas. As a Relationship Management Consultant, you will be responsible for building and maintaining relationships with clients and brokers within the 100 to 500 lives segment by supporting their overall group benefits plan administration needs. You will be accountable for providing dedicated service to an assigned caseload, offering a recommendable and consistent customer experience, identifying root causes to mitigate future problems and to enhance the overall customer experience through multiple methods of communication (i.e., email, phone, meetings, etc.). You will develop and strengthen relationships with internal and external customers, analyzing more complex issues and acting as an advocate on behalf of the customer to drive positive change. You will act as a resource to applicable internal and external stakeholders. You will also consult, analyze, and deliver on more complex assignments and projects for the team. This opportunity will provide the ability to grow within the group insurance industry while gaining new skills and building strong working relationships.

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 work with others in a fast paced, team environment.
• Confident, comfortable communicator with strong written and verbal communication skills.
• Ability to manage multiple competing priorities while providing a positive customer experience.
• Ability to partner and work well with other team members and stakeholders in the organization.
• Ability to analyze information and evaluate the implications of a course of action or solution.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

Nice To Haves

• Ability to manage difficult conversations and provide consultative support during interactions.
• Strong relationship management skills with internal clients.
• Excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.

Responsibilities

• 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.
• Manage blocks of business tied to key brokers who generate a high volume of questions tied to products, services, and capabilities of Lincoln Financial.
• Partner with internal stakeholders on trends and more complex service needs to ensure proper plan execution and delivery.
• Present to internal and external audiences on products, services, service model and capabilities.
• Develop and maintain an understanding of Lincoln's products and services to enhance ability to identify and target sales growth opportunities.
• Provide education, information, training, and advice on Lincoln's products, services, processes and procedures to internal and external partners.
• Build and maintain business relationships through effective communication via email, phone and in person with internal/external stakeholders.
• Develop, maintain, and execute more complex client relationship management plans that ensure clients' overall service needs are satisfied.
• Work through customer issues independently while collaborating with internal stakeholders to resolve issues in a timely manner.
• Lead virtual meetings with clients/brokers showcasing our service model, web capabilities and self-service tools.
• Serve as a mentor to team members and resource to internal/external stakeholders on more complex assignments/projects/escalations.
• Identify and recommend process improvements that reduce workloads or improve quality for the assigned areas of responsibility.

Benefits

• Clearly defined career tracks and job levels.
• 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.
• A leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situations.
• Effective productivity/technology tools and training.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree