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Lincoln Financial · 1 week ago

Sr. Account Manager, Group Benefits (West Coast)

Dallas, TX

Full-time

Hybrid

Mid, Senior Level

$90K/yr - $175K/yr

3+ years exp

Lincoln Financial is a company focused on helping people confidently plan for their financial future. They are seeking a Sr. Account Manager to join their Workplace Solutions Team, responsible for managing relationships with customers and supporting their overall group benefits plan administration.

AdviceFinanceFinancial ServicesInsurance

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 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