Lincoln Financial

• Develop and execute strategic business plans that drive sales growth, market expansion, and retention within assigned firms. • Build and maintain strong relationships with senior leaders and key decision makers across wire and bank channels. • Serve as a subject matter expert on LFG products, services, and operational processes. • Lead complex client relationship strategies that address service needs and resolve escalated issues. • Identify at risk clients and implement retention strategies. • Profile assigned territories to identify opportunities and cultivate new relationships. • Participate in industry organizations and events to enhance LFG visibility. • Collaborate with internal teams to ensure seamless processing of sold products. • Conduct client meetings and finalist presentations.

• Reviewing and approving high-volume supervision items, including non-cash compensation (credit cards, check requests) and Logoed related orders • Monitoring gift & entertainment activity for policy, strategic firm and regulatory compliance • Conducting surveillance of email, text, and social media communications • Responding to field inquiries and providing clear, practical supervision guidance • Conducting annual interviews and training sessions with registered representatives • Identifying and escalating potential risks, applying sound, business-aware judgment • Contributing to or lead SME areas (e.g., NCC, communications, marketing, registration, complaints) • Partnering with Compliance (2nd line) and Field Assurance (3rd line) to ensure effective oversight • Delivering fast, accurate supervision in a high-volume environment • Identifying risks early without slowing down business • Building expertise in key areas and improving consistency and quality across reviews

Role Description The Sr. Account Manager, Relationship Management leads strategic efforts to grow and retain business across the annuity, life insurance, and LTC product lines. This role builds and strengthens relationships within the wire and bank channels to deepen engagement, expand product presence, and ensure an exceptional client experience. Success in this role comes from understanding each firm’s business model, anticipating client needs, and delivering solutions that support sales growth, profitability, and long-term partnership. - Develop and execute strategic business plans that drive sales growth, market expansion, and retention within assigned firms. - Build and maintain strong relationships with senior leaders and key decision makers across wire and bank channels to support high client satisfaction and long-term partnership. - Serve as a subject matter expert on LFG products, services, and operational processes while providing consultative guidance to internal and external stakeholders. - Lead complex client relationship strategies that address service needs, resolve escalated issues, and support overall profitability and product breadth growth. - Identify at risk clients and implement retention strategies that strengthen engagement and protect existing business. - Profile assigned territories to identify opportunities, cultivate new relationships, and introduce the appropriate LFG resources to expand market presence. - Participate in industry organizations and events to enhance LFG visibility and leverage sponsorship or speaking opportunities. - Collaborate with internal teams to ensure seamless processing of sold products and to share intelligence that supports business planning and strategy. - Conduct client meetings and finalist presentations to support sales targets and business growth objectives. - Maintain responsibility for budget adherence, regulatory compliance, and the representation of LFG with professionalism and integrity. - Monitor industry trends and partner with leadership to incorporate new developments into future strategies and solutions. Qualifications - 3-5 Years experience in relationship management that directly aligns to the specific responsibilities for this role. - Bachelor's degree or equivalent work experience. - FINRA Series SIE, 6, 63, L&H. - Analytical skills and close attention to detail is necessary. - Effective verbal and written communication skills. - Ability to adapt quickly in a changing work environment. Requirements - Applications for this position will be accepted through June 30, 2026, subject to earlier closure due to applicant volume. 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.

Role Description We are excited to bring on a Premium & Billing Service Processor to join our Group Protection Operations Team supporting Workplace Solutions in our Omaha, NE; Atlanta, GA; Dover, NH; Charlotte, NC or Phoenix, AZ offices. The Group Protection Operations Team will help you grow your group benefits knowledge and establish strong partnerships (internally/externally) while working in this fast-paced environment. - Manage complex premium and billing applications, including configuration/setup of new accounts. - Research discrepancies and conduct analysis to determine root cause. - Ensure all information is complete and in good order. - Monitor premium and billing for proper completion, including balancing expenses. - Troubleshoot issues with premium & billing to identify complex root causes and resolve issues. - Manage basic reporting and complete terminations and reinstatements. - Handle transfers of payments as needed and provide customer service to internal/external stakeholders. - Manage premium & billing cases in accordance with established procedures and guidelines. - Escalate increasingly complex issues/concerns to senior team members and/or management. - Identify, recommend, and champion process improvements and organizational initiatives. Qualifications - High School or GED. - 0 - 1+ Years of billing, premium, and/or reconciliation experience. - Ability to communicate effectively (verbal/written). - Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook). Requirements - Accounts Receivable Knowledge (preferred). - Ability to work in a fast-paced environment with adaptability. - Ability to articulate/alter provisions – comfortable with contract language. Benefits - Clearly defined career tracks and job levels. - 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. - Pay range: $20.10 - $27.41, with anticipated pay for new hires between the minimum and midpoint of the range.

Role Description We are excited to bring on a highly motivated Long-Term Disability (LTD) Claims Advocate to our ever growing claims organization. As an LTD Claims Advocate, you will manage a workload of Long-Term Disability claims independently in accordance with established procedures and guidelines. You will be responsible for conducting initial and ongoing interviews with claimants, obtaining, and reviewing medical records and making timely and ethical claim determinations. You’ll complete a thorough training program to develop new skills and give you the confidence you need to be successful in your new role. If you enjoy working in a fast-paced team environment, then please read on! - Communicating with claimants, employers and various medical professionals through phone and e-mail to gather information regarding Long Term Disability Claims and state and federal benefits when applicable. - Collaborating with fellow case managers, nurse case managers, vocational case managers, and consulting physicians to make appropriate, ethical, and timely claim determinations. - Reviewing complex medical records and effectively leveraging a variety of tools and resources to understand appropriate approval durations and future action planning throughout the life of the claim. - Providing exceptional customer service and proactively recognizing customer needs and areas of opportunity. Qualifications - High School diploma or GED or minimum Associate degree in lieu of required experience. - 3-5 years of claims experience directly aligned to the specific responsibilities for this role or; for candidates with an Associate degree, 0-1 year claims experience directly aligned to the specific responsibilities for this role. - Strong written and verbal communication skills. - Excellent organization skills with the ability to multi-task. Requirements - Experience with disability and/or absence management (Nice-to-have). 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.

• Lead an integrated Relationship Management + Account Management model that delivers a seamless, high-quality client experience • Own the end-to-end client experience, integrating strategic relationship management with disciplined account management execution across Mid/Large segment • Drive client satisfaction, retention and profitable growth through proactive engagement and execution of service model • Identify and implement process improvements that enhance efficiency, scalability, and service quality • Recruit, develop, and retain top talent across the organization; create a culture of accountability, collaboration, and continuous improvement • Lead and develop Relationship Management organization to deliver high-impact client engagement, anticipating needs, addressing complex challenges, and consistently identifying opportunities to deepen partnerships and expand solutions • Drive team performance by ensuring Account Management organization executes with consistency, responsiveness, and quality across daily service, issue resolution, and client deliverables

Role Description We are excited to bring on a Premium & Billing Service Processor to join our Group Protection Operations Team supporting Workplace Solutions in a remote environment. The Group Protection Operations Team will help you grow your group benefits knowledge and establish strong partnerships (internally/externally) while working in this fast-paced environment. As a Premium & Billing Service Processor, you will be responsible for managing premium and billing applications which may include: - Configuration/setup of new accounts in the applicable systems. - Researching discrepancies and conducting analysis to determine root cause. - Ensuring all information is complete and in good order. This opportunity will provide the ability to grow within the group insurance industry while gaining new skills and building strong working relationships. What you'll be doing: - Manage premium and billing applications, research discrepancies, and ensure all information is complete and in good order. - Monitor premium and billing to ensure proper completion, including balancing expenses. - Troubleshoot issues with premium & billing to identify root causes and resolve issues. - Manage basic reporting and complete terminations and reinstatements. - Handle transfers of payments as needed and provide customer service to internal/external stakeholders. - Manage premium & billing cases in accordance with established procedures and guidelines in a timely manner. - Escalate increasingly complex premium & billing issues/concerns to more senior team members and/or management. - Identify, recommend, and champion process improvements and organizational initiatives. Qualifications - High School or GED. - 0 - 1+ Years of billing, premium, and/or reconciliation experience. - Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook). Requirements - Ability to communicate effectively (verbal/written). - Accounts Receivable or Accounts Payable knowledge. - Ability to work in a fast-paced environment with the ability to adapt as needed. - Ability to articulate/alter provisions – comfortable with contract language. Benefits - Clearly defined career tracks and job levels. - 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. The pay range for this position is $20.10 - $27.41 with anticipated pay for new hires between the minimum and midpoint of the range.

Role Description As an Appeals Specialist you will be responsible for being a product subject matter expert to provide full, fair appeal reviews for multiple product lines. You will perform and deliver on appeals claims assignments/projects while simultaneously leveraging and applying knowledge. You will analyze and manage a caseload of appeals claims. You will review, investigate, and make claim determinations regarding coverage, compensability, and appropriateness of claims. You will provide technical information and detailed guidance to Claims management & teams regarding products, claims processes, regulations, and applicable systems for their assigned claims area. - Analyze & process claims by investigating & obtaining a wide range of complex information. - Apply claim policies & procedures and engage intervention of internal/external resources to ensure fair, ethical, & timely management of assigned claims. - Analyze and interpret complex coverage contracts to determine if eligibility is met. - Identify, interpret, and resolve gaps in financial calculations and offsets when applicable. - Research questions and escalations from Claims team; liaise with various stakeholders from across the business (Underwriting, Actuarial, Compliance, Account Management, etc.) to obtain needed information to clarify and address issues. - Provide customers with in-depth explanations of policy details, claim process, and claim determination. - Utilize internal reporting to identify trends and review/audit performance against team metrics. - Propose and develop practices & processes to improve performance and the customer experience. - Effectively utilize and implement policies & procedures regarding medical terminology, duration, functionality documentation, and overall claims workflow. - Provide detailed guidance & coaching to junior team members. Qualifications - 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) - 1 - 3+ Years of Short-Term and/or Long-Term Disability (Required) - Ability to communicate effectively (verbal/written) - Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) Requirements - Experience working with multiple products (Nice-to have) - Presentation training or skills (Nice-to have) - Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail (Nice-to have) - SystemOne experience (Nice-to have) 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

• Conduct initial and ongoing interviews with claimants • Obtain and review medical records • Make timely and ethical claim determinations • Communicate with claimants, employers, and various medical professionals • Collaborate with fellow case managers, nursing case managers, and consulting physicians • Review complex medical records and leverage tools and resources for decision making • Complete accurate financial calculations consistent with company and state guidelines • Provide exceptional customer service and proactively recognize customer needs

Role Description As the VP, Head of Relationship & Account Management for the Mid/Large Market Plan Sponsor Experience team, you will lead a critical organization responsible for driving revenue and delivering a differentiated client experience. We are looking for a leader who will continue to elevate, challenge, and transform how we engage clients and drive growth, as you will own the strategy, performance, and evolution of a team that sits at the center of client success and business growth. - Lead an integrated Relationship Management + Account Management model that delivers a seamless, high-quality client experience. - Own the end-to-end client experience, integrating strategic relationship management with disciplined account management execution across Mid/Large segment. - Drive client satisfaction, retention and profitable growth through proactive engagement and execution of service model. - Identify and implement process improvements that enhance efficiency, scalability, and service quality. - Recruit, develop, and retain top talent across the organization; create a culture of accountability, collaboration, and continuous improvement. - Lead and develop Relationship Management organization to deliver high-impact client engagement, anticipating needs, addressing complex challenges, and consistently identifying opportunities to deepen partnerships and expand solutions. - Drive team performance by ensuring Account Management organization executes with consistency, responsiveness, and quality across daily service, issue resolution, and client deliverables. Qualifications - 12+ years of experience in relationship management that aligns with the responsibilities of the role. - 5+ years of management, strategy, and influencing senior management/critical stakeholders experience. - 4 year/Bachelors degree or equivalent work experience (4 years of experience in lieu of Bachelors). - Strong working knowledge of retirement plan administration. - Demonstrated ability to successfully hire, retain, develop and coach staff via a culture of real-time performance feedback, with ability to build both technical and leadership skills. - Demonstrated strong relationship management skills with internal clients (e.g. senior/executive management, peers and colleagues); proven ability to develop creative and collaborative approaches. - FINRA S6, S63, life and health licenses required within 90 days, preferred upon hire. - Ability to travel 30%. Requirements - Working knowledge of Group Benefits. 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.