Specialist, Broker Relationship Management (South Region)

Lincoln Financial•Atlanta, GA

2d•$55,700 - $100,200•Remote

About The Position

We are excited to bring on a Broker Relationship Management Specialist to support Workplace Solutions within Group Benefits. This role is designed for a professional who is interested in utilizing their relationship‑management and customer service skills in a fast‑paced, client‑facing environment. The preferred candidate locations include Atlanta, GA and West Palm Beach, FL.; however, candidates in other locations may also be considered. As a Specialist, you will support preferred and developing brokers in the U500 block of business to help drive client retention and deliver a consistent, recommendable customer experience. This role focuses on executing day‑to‑day broker support activities, coordinating meetings and follow‑ups, identifying issues that may impact retention, and escalating opportunities or risks to management as needed. You will work closely with internal partners while gaining exposure to broker relationship management within the group insurance industry.

Requirements

4-year Bachelor’s degree or equivalent work experience (4 years of experience in lieu of a Bachelor’s).
1–3+ years of experience in relationship management or a role closely aligned to the responsibilities of this position.
Strong verbal and written communication skills.
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

Nice To Haves

Experience in a broker‑ or customer‑facing role.
Exposure to project coordination or multi‑tasking in a time‑sensitive environment.
Ability to work collaboratively in a team environment.
Strong organizational skills with the ability to prioritize and manage multiple tasks while maintaining attention to detail.
Comfort handling confidential information with sound judgment and discretion.

Responsibilities

Support preferred and developing brokers in the U500 block of business by serving as a primary day‑to‑day point of contact and responding to inquiries in a timely, professional manner.
Coordinate the scheduling, logistics, execution, and follow‑up for broker and client meetings, including stewardship, enrollment, and ad‑hoc meetings.
Perform routine to moderately complex assignments and projects, applying foundational broker relationship‑management knowledge to deliver a consistent customer experience.
Identify potential client retention risks or service issues and escalate concerns appropriately while supporting recommended mitigation solutions.
Process non‑routine member management, enrollment, and billing updates to ensure accurate resolution and a positive experience for brokers and clients.
Collaborate with internal partners, including sales teams and service teams, and communicate opportunities for process improvement that enhance quality or efficiency.