Associate, Relationship Management

Lincoln Financial is a company that helps people confidently plan for their financial futures. They are seeking a Relationship Management Associate to support Workplace Solutions by building and maintaining relationships with clients and brokers, ensuring high-quality customer service and problem resolution.

Responsibilities

• 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 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 perform and deliver routine assignments/projects for their assigned areas of responsibility
• You will respond to customer inquiries; ensures timely resolution and delivery of high quality customer service
• You will coordinate with subject matter experts, including Relationship Management Specialists, marketing, underwriting, IT, billing compliance, and legal, to resolve issues in a timely manner
• 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 identify, recommend and champion process improvements and organizational initiatives to positively influence the team and quality

Skills

• 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
• 1+ 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)
• Ability to work until 7 pm Central time / 5 pm Pacific time on a daily or weekly rotation basis
• Project and/or Relationship 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

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 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

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