Sr. Account Manager, Group Benefits (West Coast)
Lincoln Financial, Dallas, TX, United States
Alternate Locations
Seattle, WA; Atlanta, GA; Charlotte, NC; Dallas, TX; Greensboro, NC; Houston, TX; Portland, OR; San Francisco, CA; US Southeast; US Southwest; US West; West Palm Beach, FL
Work Arrangement Hybrid: Employee will work 3 days a week in a Lincoln office.
Relocation Assistance Not available.
The Role at a Glance We are excited to bring on a
Sr. Account Manager
to join our Workplace Solutions Team in a hybrid or work‑from‑home environment to support the West Coast (must be located in the West or South/Southeast).
Background Details The Workplace Solutions Team will help you establish and grow your career in Group Benefits providing you with coaching and development to perform in this fast‑paced environment.
As a Sr. Account Manager, you will be responsible for building and maintaining relationships with customers between 1,000 and 5,000 lives by supporting their overall group benefits plan administration (disability, FMLA, life, etc.). You will manage upwards of 20 cases through the life of their partnership with Lincoln Financial. You will be the “go to” for the customer (HR Representative, broker, decision maker, benefit team, corporate level, etc.) by setting expectations, making first impressions, handling any follow up/action items and solving their issues.
What You’ll Be Doing
You will maintain knowledge on current and emerging developments/trends for assigned territory and products, assess impacts, and collaborate with management to incorporate new trends and developments in current and future solutions.
You will partner with your customers and the business to retain customers while adding additional lines of coverage to support the needs of their employees and effectively support growth in all segments of our product/service offerings.
You will develop and maintain an understanding of LFG’s products, services, and operational structure to enhance ability to identify and target sales growth opportunities.
You will 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.
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.
You will identify, recommend, and champion process improvements and organizational initiatives to positively influence the team and quality.
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 responsibilities for this position
Ability to communicate effectively (verbal/written)
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
Travel Requirements
Up to 20%
Pay Range The pay range for this position is $90,000 – $175,000 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.
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 401(k) 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
EEO Statement Lincoln is committed to creating an 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.
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Work Arrangement Hybrid: Employee will work 3 days a week in a Lincoln office.
Relocation Assistance Not available.
The Role at a Glance We are excited to bring on a
Sr. Account Manager
to join our Workplace Solutions Team in a hybrid or work‑from‑home environment to support the West Coast (must be located in the West or South/Southeast).
Background Details The Workplace Solutions Team will help you establish and grow your career in Group Benefits providing you with coaching and development to perform in this fast‑paced environment.
As a Sr. Account Manager, you will be responsible for building and maintaining relationships with customers between 1,000 and 5,000 lives by supporting their overall group benefits plan administration (disability, FMLA, life, etc.). You will manage upwards of 20 cases through the life of their partnership with Lincoln Financial. You will be the “go to” for the customer (HR Representative, broker, decision maker, benefit team, corporate level, etc.) by setting expectations, making first impressions, handling any follow up/action items and solving their issues.
What You’ll Be Doing
You will maintain knowledge on current and emerging developments/trends for assigned territory and products, assess impacts, and collaborate with management to incorporate new trends and developments in current and future solutions.
You will partner with your customers and the business to retain customers while adding additional lines of coverage to support the needs of their employees and effectively support growth in all segments of our product/service offerings.
You will develop and maintain an understanding of LFG’s products, services, and operational structure to enhance ability to identify and target sales growth opportunities.
You will 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.
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.
You will identify, recommend, and champion process improvements and organizational initiatives to positively influence the team and quality.
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 responsibilities for this position
Ability to communicate effectively (verbal/written)
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
Travel Requirements
Up to 20%
Pay Range The pay range for this position is $90,000 – $175,000 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.
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 401(k) 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
EEO Statement Lincoln is committed to creating an 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.
#J-18808-Ljbffr