Demo

Relationship Management Specialist, Local Market Account Management

Lincoln Financial Group
Palm Desert, CA Full Time
POSTED ON 3/2/2025
AVAILABLE BEFORE 5/20/2025

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) :

  • Management / leadership experience.
  • Project management experience.
  • 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 February 28, 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

    PTO / parental leave

    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.

    Salary : $53,500 - $96,300

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