Consultant, Broker Relationship Management

Role Overview

• 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
• Champion and enhance organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives
• Serve as a resource to team members and applicable internal/external stakeholders on more complex assignments/projects
• Identify and recommend process improvements that significantly reduce workloads or improve quality
• Consult/analyze more complex assignments and/or projects
• Serve as the primary point of contact for assigned premier brokers in the U500 block of business
• Develop and strengthen relationships with premier brokers through both proactive and responsive contacts to maintain and develop preferred status
• Lead and manage the scheduling, planning, execution, and required follow-up for various broker meetings (stewardship, enrollment, ad-hoc, etc.)
• Facilitate discussions with brokers to support client acquisition, re-enrollment, and business retention
• Proactively anticipate brokers' issues/concerns and recommend mitigation solution(s) to planners in order to meet client expectations
• Identify clients with risk of retention & notifies brokers and/or management
• Develop relationships with the sales teams and share opportunities for sales growth
• Collaborate with internal stakeholders to ensure the delivery of a positive customer experience
• Process less complex member management, enrollment and billing updates to deliver quick resolution, and optimize the customer experience to our clients and brokers

Requirements

• 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
• 3
• 5+ 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)

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