Sr. Account Manager, Group Benefits (West Region)

Sr. Account Manager, Group Benefits (West Region)
Preferred Locations: Dallas, TX; Seattle, WA; Portland, OR; Salt Lake City, UT; Denver, CO; San Francisco, CA.

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

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

Requisition #: 75994

Role at a Glance
We are excited to bring on a Sr. Account Manager to join our Workplace Solutions Team in the Western region supporting the Western territory. Relocation may be available.

Background Details: The Workplace Solutions Team will help you establish and grow your career in Group Benefits providing coaching and development to perform in this fast‑paced environment.

Responsibilities

Maintain knowledge on current and emerging developments and trends for assigned territory and products, assessing impacts and collaborating with management to incorporate new developments into solutions.

Partner with customers and the business to retain customers while adding additional lines of coverage to support the needs of their employees, effectively supporting growth in all segments of our 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 and advice on Lincoln’s products and services (including sales support tools, marketing ideas, etc.) to assigned customers ranging from advisors, registered representatives, brokers and/or plan sponsors/participants.

Build and maintain business relationships through effective communication via email, phone and in person with internal and 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.

Qualifications
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 communicate effectively (verbal and written).

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.

Travel Requirements

Up to 20%

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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