Sr. Account Manager, Group Benefits (West Coast)

Alternate Locations: Dallas, TX (Texas); Phoenix, AZ (Arizona); US WestWork Arrangement:Hybrid Preferred : Preferred employee will work 3 days a week in a Lincoln officeRelocation assistance: is not available for this opportunity.Requisition #: 74663The Role at a GlanceWe are excited to bring on a Sr. Account Manager to join our Workplace Solutions Team in a work from home environment for the West Coast (must be located there).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 a Sr. Account Manager, you will be responsible building and maintaining relationships with customers between 1,000 and 5,000 lives by supporting their overall group benefits plan administration (disability, FMLA, life, etc.). You will manage upwards of 20 cases through the life of their partnership with Lincoln Financial. 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!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 customers ranging from 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 champion process improvements and organizational initiatives to positively influence the team and quality.

What we're looking forMust-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

Travel Requirements

• Up to 20%

Application DeadlineApplications for this position will be accepted through June 6, 2025, subject to earlier closure due to applicant volume.What's it like to work here?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 attributesLeadership development and virtual training opportunitiesPTO/parental leaveFree financial counseling, health coaching and employee assistance programTuition assistance programWork arrangements that work for youEffective productivity/technology tools and trainingThe pay range for this position is $90,000 - $175,000 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.About The CompanyLincoln 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 a 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.Follow us on , , , , and . For the latest company news, visit our .Be Aware of Fraudulent Recruiting ActivitiesIf you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at [email protected] if you encounter a recruiter or see a job opportunity that seems suspicious.Additional InformationThis position may be subject to Lincoln's Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln's current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees.Lincoln Financial is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, Veteran status, or genetic information. Applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling 260-455-2558.This Employer Participates in E-Verify. See the notices.Este Empleador Participa en E-Verify. Ver el avisos.

Apply for the job now!

Apply for this job