Specialist, Broker Relationship Management (West Region) at Lincoln Financial

Specialist, Broker Relationship Management (West Region)

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. 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).

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.