Associate, Relationship Management

Lincoln Financial is a company that helps people confidently plan for their financial futures. They are seeking a Relationship Management Associate to support Workplace Solutions by building and maintaining relationships with clients and brokers, ensuring high-quality customer service and problem resolution. 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 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 perform and deliver routine assignments/projects for their assigned areas of responsibility You will respond to customer inquiries; ensures timely resolution and delivery of high quality customer service You will coordinate with subject matter experts, including Relationship Management Specialists, marketing, underwriting, IT, billing compliance, and legal, to resolve issues in a timely manner 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 identify, recommend and champion process improvements and organizational initiatives to positively influence the team and quality Skills 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 Project and/or Relationship management experience Experience working with multiple products Presentation training or skills Customer and/or broker facing role Ability to work with others in a team environment Demonstrates strong interpersonal skills with a collaborative style Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail 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 Company Overview Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. It was founded in 1905, and is headquartered in Radnor, Pennsylvania, USA, with a workforce of 10001+ employees. Its website is