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Lincoln Financial

We help people confidently plan for their version of a successful financial future.

Associate, Relationship Management

AssociateGeneralFull TimeRemoteMid LevelTeam 10,001+Since 1905H1B No SponsorCompany SiteLinkedIn

Location

Nebraska + 1 moreAll locations: Nebraska | North Carolina

Posted

7 days ago

Salary

$44.8K - $81.4K / year

Seniority

Mid Level

Bachelor Degree1 yr expExperience acceptedEnglish

Job Description

Associate, Relationship Management

Lincoln Financial

• 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.

Job 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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