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Mid-Market Account Manager

Title: Mid-Market Account Manager

Location: Radnor, PA, US

Alternate Locations: US All Regions

Work Arrangement:

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

Relocation assistance: is not available for this opportunity.

Requisition #: 71886

The Role at a Glance

We are excited to bring on an Account Manager to join our Workplace Solutions Team supporting Workplace Solutions in a work from home environment, unless located near one of our Lincoln offices.

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 an Account Manager, you will be responsible for building and maintaining relationships with clients and brokers within the 500-999 lives segment by supporting their overall group benefits plan administration needs. This role is accountable for providing dedicated service, offering a recommendable and consistent customer experience, and identifying root causes to mitigate future problems and to enhance the overall customer experience. You will be responsible for managing the relationships, handling escalations, and addressing the customer’s service needs as these 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 territory and products, assessing impacts, and collaborating 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 to 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 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 champions 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 specific 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
  • 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 10%

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:

  • A clearly defined career framework to help you successfully manage your career
  • 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
  • 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

Pay Range: $65,700 – $118,300

Actual base pay could vary 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.