Relationship Management Specialist, Local Market Account Management

About the position

We are excited to bring on a Relationship Management Specialist for our Local Market Account Management Team. In this role you will be part of our Workplace Solutions organization in a work from home environment. Preferred locations include those in the Pacific and/or Mountain time zones, Tampa and/or Central, Florida and Dallas, Texas. As a Relationship Management Specialist, 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 case load, 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 be responsible for managing the relationships, handling escalations, and addressing the customer and broker's service needs as they 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.

Responsibilities

• Maintain knowledge on current and emerging developments/trends for assigned caseload and products.
• 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 & advice on Lincoln's products & services to internal and external partners.
• Build and maintain business relationships through effective communication with internal/external stakeholders.
• Work through customer issues independently while collaborating with internal stakeholders to resolve issues.
• Identify, recommend, and champion process improvements and organizational initiatives.
• Lead virtual meetings with clients/brokers showcasing our service model, web capabilities and self-service tools.

Requirements

• 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's).
• 1 - 3+ Years' experience in relationship management that directly aligns with the specific responsibilities for this position.
• Strong written and verbal communication skills.
• Strong organizational skills and desk management.
• 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.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

Nice-to-haves

• 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.

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.
• Effective productivity/technology tools and training.