Sr. Regional Account Director, Group Benefits (Central)

Lincoln Financial • Chicago, IL

1d • $90,000 - $175,000 • Hybrid

About The Position

Lincoln Financial is hiring a Sr. Regional Account Director for its Workplace Solutions Team. The role supports Group Benefits customers with 1,000 to 5,000 covered lives, helping administer plans such as disability, FMLA, and life benefits. The director manages more than 20 customer cases over the course of their partnerships with Lincoln Financial and serves as a primary contact for HR representatives, brokers, decision makers, benefit teams, and corporate stakeholders. Responsibilities include setting expectations, managing follow-up, and resolving customer issues. The role is based in a hybrid environment in the Chicago, Illinois or Omaha, Nebraska offices, or remotely for eligible employees residing outside commuting distance and within Kansas, Minnesota, Iowa, Missouri, or the Dakotas. Travel is up to 50%.

Requirements

• Bachelor's degree or equivalent work experience; four years of experience may substitute for a bachelor's degree.
• Five to seven or more years of relationship management experience directly aligned with the position's responsibilities.
• Ability to communicate effectively verbally and in writing.
• Proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, and Outlook.
• Licenses required upon hire; specific licenses are not identified in the posting.

Nice To Haves

• Management or leadership experience.
• Project management experience.
• Experience working with multiple products.
• Presentation training or skills.
• Experience in a customer-facing and/or broker-facing role.

Responsibilities

• Maintain knowledge of current and emerging developments and trends in the assigned territory and products, assess their impact, and collaborate with management to incorporate them into current and future solutions.
• Partner with customers and the business to retain customers and add lines of coverage that support employee needs and growth across product and service offerings.
• Develop and maintain an understanding of Lincoln Financial Group products, services, and operational structure to identify and target sales growth opportunities.
• Provide education, information, training, and advice on Lincoln products and services to assigned customers, including advisors, registered representatives, brokers, and plan sponsors or participants.
• Build and maintain business relationships through effective, professional, customer-centered communication with internal and external stakeholders by email, phone, and in person.
• Work through customer issues independently and collaborate with internal stakeholders to resolve them promptly.
• Identify, recommend, and champion process improvements and organizational initiatives that positively influence the team and quality.
• Manage customer relationships and cases through the life of each partnership, set expectations, handle follow-up and action items, and resolve customer issues.

Benefits

• Paid time off and parental leave.
• 401(k) and employee benefits.
• Free financial counseling, health coaching, and employee assistance program.
• Tuition assistance program.
• Work arrangements designed to accommodate employees.
• Leadership development and virtual training opportunities.
• Productivity and technology tools and training.
• Potential eligibility for the discretionary Annual Incentive Program and other rewards, which may include long-term incentives and sales incentives.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior