Relationship Manager III managing complex business portfolios for TD. Customizing financial solutions for large commercial banking clients in Florida.
About the role
- 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
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