Sr. Account Manager, Group Benefits (West Coast)

About the position

We are excited to bring on a Sr. Account Manager to join our Workplace Solutions Team in a work from home environment for the West Coast (must be located there). 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 Sr. Account Manager, you will be responsible for building and maintaining relationships with customers between 1,000 and 5,000 lives by supporting their overall group benefits plan administration (disability, FMLA, life, etc.). You will manage upwards of 20 cases through the life of their partnership with Lincoln Financial. You will be the 'go to' for the customer (HR Representative, broker, decision maker, benefit team, corporate level, etc.) by setting expectations, making first impressions, handling any follow up/action items and solving their issues. 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 territory and products, assessing impacts, and collaborating with management to incorporate new trends and developments in current and future solutions.
• Partner with customers and the business to retain customers while adding additional lines of coverage to support the needs of their employees to effectively support growth in all segments of our product/service offerings.
• Develop and maintain an understanding of LFG's products, services and operational structure to enhance ability to identify and target sales growth opportunities.
• Provide education, information, training & advice on Lincoln's products & services to assigned customers ranging from Advisors, Registered Representatives, Brokers and/or Plan Sponsor/Participants.
• Build and maintain business relationships through effective communication via email, phone and in person with internal/external stakeholders in a customer centric and professional demeanor.
• Work through customer issues independently while collaborating with internal stakeholders to resolve issues in a timely manner.
• Identify, recommend and champion process improvements and organizational initiatives to positively influence the team and quality.

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

• Management/leadership experience
• Project management experience
• Experience working with multiple products
• Presentation training or skills
• Customer and/or broker facing role

Benefits

• Clearly defined career tracks and job levels, along with associated behaviors for each Lincoln leadership Attribute.
• 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