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National Account Service Manager - Remote Eligible

Build and maintain relationships with large group benefits customers to support plan administration
Remote
Mid-Level
11 hours agoBe an early applicant
Lincoln Financial

Lincoln Financial

A financial services firm offering life insurance, annuities, retirement plan services, and group protection.

2 Similar Jobs at Lincoln Financial

National Account Service Manager

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

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 National Account Service Manager, you will be responsible for building and maintaining relationships with customers with 5K+ lives by supporting their overall group benefits plan administration (disability, FMLA, life, Supplemental Health, etc.). You will partner with the National Account Executives and manage upwards of 20 cases which can range from reporting needs to escalations. 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. 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!

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.

Develop and maintain an understanding of LFG's products, services and operational structure to enhance ability to identify and target sales growth opportunities.

Provides 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.

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.

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.

Consult customers and brokers regarding Lincoln products, services, capabilities, and best practices.

Collaborate with peers by sharing resources and information that is beneficial to the team.

Various project work yielding process efficiencies and enhancing the customer experience.

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

Must obtain insurance license within first 3 months of being onboarded

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%

At Lincoln Financial, 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 of Lincoln's core values and leadership attributes

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

Work arrangements that work for you

Effective productivity/technology tools and training

Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services.

With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.

Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.

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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National Account Service Manager - Remote Eligible
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About Lincoln Financial
A financial services firm offering life insurance, annuities, retirement plan services, and group protection.