Relationship Management Consultant, Local Market Account Management

Lincoln National; Radnor (Delaware County); Remote; USD 69,000 - 125,000; Full time

Job summary

An established industry player is seeking a Relationship Management Consultant to join its Local Market Account Management Team. This role involves building and nurturing relationships with clients and brokers, ensuring their group benefits plan administration needs are met. The consultant will analyze complex issues and advocate for customers to enhance their experience. This position offers opportunities for growth within the group insurance industry, allowing you to develop new skills while making a meaningful impact. Join a collaborative environment that values unique perspectives and empowers employees to shape their future.

Benefits

Competitive 401K

Tuition Assistance

Free Financial Counseling

Health Coaching

PTO/Parental Leave

Leadership Development

Virtual Training Opportunities

Qualifications

• 4+ years of experience in relationship management.
• Strong written and verbal communication skills.

Responsibilities

• Build and maintain relationships with clients and brokers.
• Provide dedicated service to an assigned caseload.

Skills

Relationship Management

Communication Skills

Analytical Skills

Customer Service

Microsoft Office Suite

Education

Bachelor's Degree

Tools

Microsoft Excel

Microsoft PowerPoint

Microsoft Word

Microsoft Outlook

Job description

Alternate Locations: Work from Home; Bakersfield, CA (California); Baltimore, MD (Maryland); Boston, MA (Massachusetts); Buffalo, NY (New York); Canonsburg, PA (Pennsylvania); Clearwater, FL (Florida); Columbia, MD (Maryland); Concord, NH (New Hampshire); Dallas, TX (Texas); Deerfield Beach, FL (Florida); Denver, CO (Colorado); Dover, NH (New Hampshire); Edison, NJ (New Jersey); Ellicott City, MD (Maryland); Fort Lauderdale, FL (Florida); Fort Worth, TX (Texas); Gainsville, FL (Florida); Greenwood Village, CO (Colorado); Hartford, CT (Connecticut); Houston, TX (Texas); Irvine, CA (California); La Jolla, CA (California); Los Angeles, CA (California); Lutherville, MD (Maryland); Miami, FL (Florida); New York, NY (New York); Orlando, FL (Florida); Palm Desert, CA (California); Paramus, NJ (New Jersey); Parsippany, NJ (New Jersey); Philadelphia, PA (Pennsylvania); Phoenix, AZ (Arizona); Pittsburgh, PA (Pennsylvania); Plymouth Meeting, PA (Pennsylvania); Portland, ME (Maine); Portland, OR (Oregon); Provo-Orem, UT (Utah); Radnor, PA (Pennsylvania); Rochester, NY (New York); Rockville, MD (Maryland); Rye Brook, NY (New York); Sacramento, CA (California); Salt Lake City, UT (Utah); San Diego, CA (California); San Francisco, CA (California); San Ramon, CA (California); Scottsdale, AZ (Arizona); Seattle, WA (Washington); St. Petersburg, FL (Florida); Syosset, NY (New York); Tampa, FL (Florida); Tucson, AZ (Arizona); US Northeast; US Southwest; US West; Walnut Creek, CA (California); Washington, DC (District of Columbia); West Palm Beach, FL (Florida); Westlake Village, CA (California); White Plains, NY (New York); Windsor, CT (Connecticut)

Work Arrangement:

Remote : Work at home employee residing outside of a commutable distance to an office location.

Relocation assistance:is not available for this opportunity.

Requisition #:74418

The Role at a Glance

We are excited to bring on a Relationship Management Consultantfor our Local Market Account Management Team. In this role, you will join our Group Protection Distribution Team, supporting the Workplace Solutions organization in a work from home environment, unless located near one of our Lincoln offices.Preferred locations include those in the Northeast, Pacific and/or Mountain time zones, Tampa and/or Central Florida, and Dallas and/or Houston, Texas.

Background Details
As a Relationship Management Consultant, you will be responsible for building and maintaining relationships with clients and brokers within the 100 to 500 lives segment by supporting their overall group benefits plan administration needs. You will be accountable for providing dedicated service to an assigned caseload, offering a recommendable and consistent customer experience, identifying root causes to mitigate future problems and to enhance the overall customer experience through multiple methods of communication (i.e., email, phone, meetings, etc.). You will develop and strengthen relationships with internal and external customers, analyzing more complex issues and acting as an advocate on behalf of the customer to drive positive change. You will act as a resource to applicable internal and external stakeholders. You will also consult, analyze, and deliver on more complex assignments and projects for the team.

This opportunity will provide the ability to grow within the group insurance industry while gaining new skills and building strong working relationships. If this sounds like a role for you, please read on!

What you'll be doing

• You will 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.
• You will manage blocks of business tied to key brokers who generate a high volume of questions tied to products, services, and capabilities of Lincoln Financial. Partners with internal stakeholders on trends and more complex service needs to ensure proper plan execution and delivery. You will also have the ability to present to internal and external audiences on products, services, service model and capabilities (i.e. finalist presentations).
• You will develop and maintain an understanding of Lincoln’s products (such as life, disability, leave, statutory plans and voluntary benefits such as accident, critical illness, and hospital indemnity), services (Employee Assistance, WellnessPath, Candidly, Perky, and overall Financial Wellness) and operational structure to enhance ability to identify and target sales growth opportunities as well as retain and improve in force clientele and broker relationships.
• You will provide education, information, training, and advice on Lincoln’s products, services, processes and procedures to internal and external partners including Clients, Brokers and/or Plan Sponsor/Participants. You will consult on the advantages of different financial products and services. You will also build strong business and technical acumen to understand downstream impacts to process flows, plan design changes, etc.
• You will 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. You will develop, maintain, and execute more complex client relationship management plans that ensure clients' overall service needs are satisfied and achieve the business, profitability, and retention objectives.
• You will work through customer issues independently while collaborating with internal stakeholders to resolve issues in a timely manner ensuring resolution and delivery of high-quality customer service.
• You will lead virtual meetings with clients/brokers showcasing our service model, web capabilities and self-service tools.
• You will serve as a mentor to team members and resource to internal/external stakeholders on more complex assignments/projects/escalations for the assigned areas of responsibility.
• You will develop a strong understanding of the Group Protection Enterprise and our partnership with Retirement Planning Services as a member of Workplace Solutions, including Common Clients, general product knowledge, and relationship building.
• You will Identify and recommend process improvements that reduce workloads or improve quality for the assigned areas of responsibility. You will maintain knowledge on current and emerging developments/trends for assigned areas of responsibility, assesses the impact, and collaborates with management to incorporate new trends and developments in current and future solutions.

What we’re looking for

Must-have experience (Required):

• 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 work with other in a fast paced, team environment.
• Confident, comfortable communicator with strong written and verbal communication skills, with an ability to determine best method of communication back to resolution.
• Ability to manage multiple competing priorities while providing a positive customer experience.
• Ability to partner and work well with other team members and stakeholders in the organization.
• Ability to analyze information and to evaluate the implications of a course of action or solution.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

Nice-to have Experience (Preferred):

• Ability to manage difficult conversations and provide consultative support during interactions.
• Strong relationship management skills with internal clients (e.g., management, peers and colleagues); proven ability to develop collaborative approaches.
• Excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.

Application Deadline

Applications for this position will be accepted through May 23, 2025, subject to earlier closure due to applicant volume.

What’s it like to work here?

At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.

What’s in it for you:

• Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values andleadership 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

The pay range for this position is$69,000 - $124,600with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln’s total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln’s standard benefits package.

About The Company

Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services.

With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.

Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.

Lincoln is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Follow us on Facebook, X, LinkedIn,Instagram, and YouTube.For the latest company news, visit our newsroom.

Be Aware of Fraudulent Recruiting Activities

If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.

Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at [e-mail] if you encounter a recruiter or see a job opportunity that seems suspicious.

Additional Information

This position may be subject to Lincoln’s Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln’s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.

Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees.

Lincoln Financial is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, Veteran status, or genetic information. Applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling 260-455-2558.

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