Specialist, Broker Relationship Management

Specialist, Broker Relationship Management

We are excited to bring on a Broker Relationship Management Specialist to support Workplace Solutions within Group Benefits. This role is designed for a professional who is interested in utilizing their relationship?management and customer service skills in a fast?paced, client?facing environment. Preferred candidate locations include Seattle, Chicago, Detroit, New York, Washington, DC, Atlanta, Dallas, Charlotte, or West Palm Beach, though other locations may be considered. As a Specialist, you will support preferred and developing brokers in the U500 block of business to help drive client retention and deliver a consistent, recommendable customer experience. This role focuses on executing day?to?day broker support activities, coordinating meetings and follow?ups, identifying issues that may impact retention, and escalating opportunities or risks to management as needed. You will work closely with internal partners while gaining exposure to broker relationship management within the group insurance industry.

You will support preferred and developing brokers in the U500 block of business by serving as a primary day?to?day point of contact and responding to inquiries in a timely, professional manner. You will coordinate the scheduling, logistics, execution, and follow?up for broker and client meetings, including stewardship, enrollment, and ad?hoc meetings. You will perform routine to moderately complex assignments and projects, applying foundational broker relationship?management knowledge to deliver a consistent customer experience. You will identify potential client retention risks or service issues and escalate concerns appropriately while supporting recommended mitigation solutions. You will process non?routine member management, enrollment, and billing updates to ensure accurate resolution and a positive experience for brokers and clients. You will collaborate with internal partners, including sales teams and service teams, and communicate opportunities for process improvement that enhance quality or efficiency.

Must?Have Experience (Required): 4?year Bachelor's degree or equivalent work experience (4 years of experience in lieu of a Bachelor's). 13+ years of experience in relationship management or a role closely aligned to the responsibilities of this position. Strong verbal and written communication skills. Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

Nice?to?Have Experience (Preferred): Experience in a broker? or customer?facing role. Exposure to project coordination or multi?tasking in a time?sensitive environment. Ability to work collaboratively in a team environment. Strong organizational skills with the ability to prioritize and manage multiple tasks while maintaining attention to detail. Comfort handling confidential information with sound judgment and discretion.

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

The pay range for this position is $55,700 - $100,200 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.

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.