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Associate, Relationship Management

Lincoln Financial
United Statesfull_timeVerifiedPosted 16 Apr 2026
💰 $81,400/yr($44,800/yr – $81,400/yr)

About the role

Alternate Locations: Charlotte, NC (North Carolina); Omaha, NE (Nebraska)

 

 Work Arrangement:

Hybrid : Employee will work 3 days a week in a Lincoln office

 

Relocation assistance:  is not available for this opportunity.

 

Requisition #: 75978

 

The Role at a Glance

The Role at a Glance

We are excited to bring on a Relationship Management Associate, Account Service Team to join our Workplace Solutions Team supporting Workplace Solutions in a work from home environment, unless located near one of our Lincoln offices.

 

Background Details

The Workplace Solutions Team will help you establish and grow your career in Group Benefits providing you with coaching and development to perform in this fast-paced environment.

 

As a Relationship Management Associate, you will be responsible for building and maintaining relationships with clients and brokers within the 2-500 lives segment by supporting their routine group benefits plan administration needs. This role is accountable for providing dedicated service, offering a recommendable and consistent customer experience, and identifying root causes to mitigate future problems and to enhance the overall customer experience. This opportunity will provide the ability to grow within the group insurance industry while gaining new skills and building strong working relationships. If this sounds like a role for you, please read on!

What you'll be doing

  • 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, reccomend and champion process improvements and organizational initiatives to positively influence the team and quality.

What we’re looking for

Must-have experience (Required):

  • 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.
     

Nice-to have Experience (Preferred): 

  • 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.

 

 

 

 

Application Deadline

 

What’s it like to work here?

At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future. 

 

What’s in it for you: