Sr. Regional Account Director, Group Benefits (Midwest)

Lincoln Financial • Detroit, MI

1d • $90,000 - $175,000 • Remote

About The Position

The Sr. Regional Account Director joins Lincoln Financial’s Workplace Solutions Team, supporting group benefits customers in the Midwest. The role may be based remotely for eligible employees outside commuting distance of an office, or in a hybrid environment at the Detroit/Novi, Michigan office. The position supports customers with 1,000 to 5,000 covered lives and manages more than 20 customer cases over the course of their partnerships with Lincoln Financial.

The director serves as a primary contact for customer representatives, brokers, decision makers, benefits teams, and corporate stakeholders. The role focuses on supporting group benefits plan administration, including disability, FMLA, and life benefits; retaining customers; identifying opportunities to add coverage; and resolving customer issues. Lincoln Financial offers coaching and development in a fast-paced environment, with opportunities to build group insurance knowledge and strong working relationships.

Requirements

• Bachelor’s degree or equivalent work experience; four years of experience may be substituted for a bachelor’s degree.
• Five to seven or more years of relationship management experience directly aligned with the position’s responsibilities.
• Effective verbal and written communication skills.
• Proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, and Outlook.
• Licenses required upon hire.
• Ability to work in the eligible territory: Pennsylvania (Pittsburgh), Michigan, Ohio, Indiana, Kentucky, West Virginia, or Delaware, unless based at the Detroit/Novi office.
• Ability to travel up to 50%.

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

• Monitor current and emerging developments and trends in the assigned territory and products, assess their impact, and collaborate with management on incorporating them into current and future solutions.
• Partner with customers and internal business teams to retain customers and add lines of coverage that meet employee needs and support growth across product and service offerings.
• Develop and maintain knowledge of Lincoln Financial Group’s products, services, and operational structure to identify and target sales growth opportunities.
• Provide education, information, training, and advice on Lincoln’s products and services, including sales support tools and marketing ideas, to assigned customers such as advisors, registered representatives, brokers, plan sponsors, and participants.
• Build and maintain business relationships with internal and external stakeholders through professional, customer-focused communication by email, phone, and in person.
• Work through customer issues independently and collaborate with internal stakeholders to resolve them in a timely manner.
• Identify, recommend, and champion process improvements and organizational initiatives to positively influence the team and quality.
• Support customers’ group benefits plan administration, including disability, FMLA, and life benefits.
• Manage customer cases throughout the life of their partnerships with Lincoln Financial and serve as the primary customer contact by setting expectations, handling follow-up and action items, and resolving issues.

Benefits

• Paid time off and parental leave.
• Competitive 401(k) and employee benefits.
• Free financial counseling, health coaching, and employee assistance program.
• Tuition assistance program.
• Leadership development and virtual training opportunities.
• Work arrangements intended to accommodate employees’ needs.
• Productivity and technology tools and training.
• The role may be eligible for the discretionary Annual Incentive Program; other rewards may include long-term incentives and sales incentives.

What This Job Offers

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