Sr. Account Manager managing customer relationships for Group Benefits at Lincoln Financial. Building and maintaining connections while providing support in benefits plan administration.
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 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 (including sales support tools, marketing ideas, etc.) 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)
Benefits
Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes
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
Work arrangements that work for you
Effective productivity/technology tools and training
Job title
Senior Account Manager, Group Benefits – West Coast
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