Associate, Relationship Management

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🔥 2 minutes ago

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Logo of Lincoln Financial

Lincoln Financial

10,000+ employees

Founded 1905

💸 Finance

👥 HR Tech

Finance • HR Tech • Insurance

Lincoln Financial is an organization dedicated to protecting the privacy and security of its job applicants. It actively informs candidates about potential recruitment scams and outlines its robust hiring procedures, making clear that they do not request sensitive personal information during the application process. The company offers a diverse range of career opportunities across various fields including actuarial, finance, legal, and customer service, and is committed to maintaining equal employment opportunities.

📋 Description

• 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. • Develop and maintain an understanding of LFG's products, services and operational structure to enhance ability to identify and target sales growth opportunities. • Perform and deliver routine assignments/projects for their assigned areas of responsibility. • Respond to customer inquiries; ensures timely resolution and delivery of high quality customer service. • Coordinate with subject matter experts, including Relationship Management Specialists, marketing, underwriting, IT, billing compliance, and legal, to resolve issues in a timely manner. • 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. • Identify, recommend and champion process improvements and organizational initiatives to positively influence the team and quality.

🎯 Requirements

• 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.

🏖️ 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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