Relationship Management Specialist, Local Market Account Management

Lincoln Financial Group; San Diego (CA); Hybrid; USD 53,000 - 97,000; Full time

Job summary

An established industry player is seeking a Relationship Management Specialist to join their Local Market Account Management Team. This role offers an exciting opportunity to work in a hybrid environment, where you will be responsible for nurturing client and broker relationships within the group benefits sector. You will play a crucial role in delivering exceptional customer service, managing inquiries, and addressing service needs while collaborating with internal stakeholders. This position is perfect for someone who thrives in a dynamic environment and is eager to contribute to the growth of the group insurance industry, all while enjoying a supportive and flexible work culture.

Benefits

Tuition Assistance Program

Free Financial Counseling

Health Coaching

Employee Assistance Program

Leadership Development Opportunities

Flexible Work Arrangements

Effective Productivity Tools

Qualifications

• Bachelor's degree or equivalent work experience is required.
• 1-3 years of relationship management experience is essential.

Responsibilities

• Build and maintain relationships with clients and brokers.
• Provide dedicated service and manage escalations effectively.

Skills

Relationship Management

Communication Skills

Organizational Skills

Customer Service

Problem Solving

Education

Bachelor's Degree

4 Years of Experience

Tools

Microsoft Office Suite

Job description

Relationship Management Specialist, Local Market Account Management

Alternate Locations: Work from Home; Bakersfield, CA; Baltimore, MD; Boston, MA; Buffalo, NY; Canonsburg, PA; Clearwater, FL; Columbia, MD; Concord, NH; Dallas, TX; Denver, CO; Dover, NH; Edison, NJ; Ellicott City, MD; Fort Worth, TX; Gainsville, FL; Glendale, CA; Greenwood Village, CO; Hartford, CT; Houston, TX; Irvine, CA; Jacksonville, FL; La Jolla, CA; Los Angeles, CA; Lutherville, MD; New York, NY; Orlando, FL; Palm Desert, CA; Paramus, NJ; Parsippany, NJ; Philadelphia, PA; Phoenix, AZ; Pittsburgh, PA; Plano, TX; Plymouth Meeting, PA; Portland, ME; Portland, OR; Provo-Orem, UT; Radnor, PA; Rochester, NY; Rockville, MD; Rye Brook, NY; Sacramento, CA; Salt Lake City, UT; San Diego, CA; San Francisco, CA; San Ramon, CA; Scottsdale, AZ; Seattle, WA; St. Petersburg, FL; Syosset, NY; Tampa, FL; Tucson, AZ; US Northeast; US Southwest; US West; Walnut Creek, CA; West Palm Beach, FL; Westlake Village, CA; White Plains, NY

Work Arrangement: Hybrid/Flexible: Work at home and use the office as appropriate for in-person collaboration.

Relocation assistance: will be considered/provided for this opportunity within our company guidelines.

Requisition #: 74180

We are excited to bring on a Relationship Management Specialist for our Local Market Account Management Team. In this role, you will be part of our Workplace Solutions organization in a work from home environment. 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 Specialist, 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 case load, 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 be responsible for managing the relationships, handling escalations, and addressing the customer and broker’s service needs as they are received through your queue and designated client/broker relationships.

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 caseload and products, assessing impacts, and collaborating with management to incorporate new trends and developments in current and future solutions.
• 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) 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 & advice on Lincoln’s products & services to internal and external partners including Clients, Brokers and/or Plan Sponsor/Participants.
• 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 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 identify, recommend, and champion process improvements and organizational initiatives to positively influence the team and quality.
• You will lead virtual meetings with clients/brokers showcasing our service model, web capabilities and self-service tools.

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).
• 1 - 3+ Years’ experience in relationship management that directly aligns with the specific responsibilities for this position.
• Strong written and verbal communication skills.
• Strong organizational skills and desk management.
• 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.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

Nice-to-have Experience (Preferred):

• Experience working with multiple products.
• Presentation training or skills.
• Customer and/or broker facing role.
• Ability to work with others in a team environment.
• Demonstrates strong interpersonal skills with a collaborative style.
• Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.

Travel Requirements

• Up to 20%

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 Group, 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 Lincoln leadership attribute.

Leadership development and virtual training opportunities

Free financial counseling, health coaching and employee assistance program

Tuition assistance program

A leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situations

Effective productivity/technology tools and training

The pay range for this position is $53,500 - $96,300 with 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 Group helps people to plan, protect and retire with confidence. As of Dec. 31, 2023, approximately 17 million customers trust our guidance and solutions across four core businesses – annuities, life insurance, group protection and retirement plan services. As of December 31, 2023, the company had $295 billion in end-of-period account balances, net of reinsurance. Headquartered in Radnor, PA, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. Learn more at LincolnFinancial.com.

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.