Sr. Consultant, Implementation and Enrollment Manager
Lincoln FinancialAbout the role
Alternate Locations: Charlotte, NC (North Carolina); Omaha, NE (Nebraska); Work from Home
Work Arrangement:
Remote : Work at home employee residing outside of a commutable distance to an office location.
Relocation assistance: is not available for this opportunity.
Requisition #: 76231
The Role at a Glance
The Workplace Solutions team is a high-impact, fast-paced organization focused on delivering exceptional group benefits experiences to regional clients. This is a unique opportunity to build your career in group protection while working alongside experienced professionals committed to coaching, development, and innovation.
As a Sr. Consultant, Implementation and Enrollment Manager, you will serve as a strategic partner and project leader responsible for the successful onboarding of complex group benefit clients (500-4,999 lives). You will lead end-to-end implementations, working across brokers, customers, sales teams, and internal partners to deliver a seamless and consultative onboarding experience.
This role is ideal for someone who thrives managing complexity, influencing stakeholders, and driving results while enhancing the overall client experience.
What you'll be doing
- Serve as the primary implementation lead for national accounts, building strong relationships with clients, brokers, consultants, and internal teams (claims, underwriting, billing, eligibility, etc.).
- Act as a trusted advisor, guiding clients through onboarding, enrollment strategy, and benefit education.
- Lead and facilitate meetings, including kickoff calls, status updates, and executive stakeholder reviews.
- Own the end-to-end implementation lifecycle, ensuring delivery on timelines, scope, and quality for complex group benefit programs.
- Develop and execute detailed project plans, monitor milestones, track deliverables, and proactively manage risks and dependencies.
- Document decisions, maintain clear communication, and manage expectations across all stakeholders.
- Provide guidance on communication strategies and enrollment best practices.
- Support finalist presentations and sales efforts by presenting implementation capabilities and approach.
- Partner closely with account management, absence consulting, and service teams to ensure a coordinated client experience.
- Serve as a liaison between internal teams to resolve issues and streamline processes.
- Lead or support complex initiatives, including acquisitions, divestitures, and large-scale client changes.
- Contribute to process improvement efforts that enhance efficiency, scalability, and the client experience.
- Identify opportunities to simplify workflows and improve implementation outcomes.
What we’re looking for
Required Qualifications
- Bachelor’s degree or equivalent experience (4+ years in lieu of degree)
- 5–7+ years of group benefits, enrollment, or implementation experience
- Strong knowledge of group protection products (disability, leave, life, supplemental health)
- Demonstrated project management experience managing complex, multi-stakeholder initiatives
- Exceptional communication and presentation skills (written and verbal)
- Proven ability to influence and build relationships across diverse stakeholders
Preferred Qualifications
- Experience working with regional accounts (500-4,999 lives)
- Strong analytical and problem-solving skills:
- Ability to interpret plan documents, policies, and regulatory requirements
- Ability to define problems, analyze data, and develop actionable solutions
- Familiarity with benefits administration systems and enrollment platforms
- Experience supporting sales presentations or finalist meetings
- Knowledge of industry trends and regulations impacting group benefits
Key Competencies for Success
- Strategic thinking with strong execution focus
- Customer-centric mindset with a consultative approach
- Ability to navigate ambiguity and complex scenarios
Travel Requirements
- Up to 20%
Application Deadline
What’s it like to work here?<
Apply for this role
Generate a tailored application kit with a matched cover letter, interview prep, and CV highlights — in under 60 seconds.
Apply Now →Generate Application KitFree account required — sign up in 30s