Note: The job is a remote job and is open to candidates in USA. Lincoln Financial is excited to bring on a Broker Relationship Management Specialist to support Workplace Solutions within Group Benefits. This role focuses on executing day‑to‑day broker support activities and delivering a consistent, recommendable customer experience while collaborating with internal partners.
Responsibilities
- 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
Skills
- 4‑year Bachelor's degree or equivalent work experience (4 years of experience in lieu of a Bachelor's)
- 1–3+ 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)
- 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
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
- 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
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