Sr. Voluntary Benefit & Enrollment Practice Leader

Alternate Locations: Work from Home; Atlanta, GA (Georgia); Charlotte, NC (North Carolina); Dallas, TX (Texas); Greensboro, NC (North Carolina); West Palm Beach, FL (Florida)

 

 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 #: 75644

 

The Role at a Glance

We are excited to bring on a Sr. Voluntary Benefit & Enrollment Practice Leader position within the Sales & Distribution organization supporting Workplace Solutions. The ideal candidate would be located in the South or East regions, sitting within one of our key city offices in a hybrid environment. If you are outside of one of these locations, you would be in a remote capacity.

 

Background Details

As a Sr. Voluntary Benefit & Enrollment Practice Leader, you will provide consultative voluntary product recommendations & enrollment solutions to maximize understanding and participation in employee electable benefits amongst new & existing customers. You will serve as a subject matter expert regarding voluntary benefit products, enrollment processes and solutions, including benefits technology & third-party firms. If this sounds like a role for you, please read on!

What you'll be doing

• You will build and maintains strong relationships with Sales & Acct Management to understand their new sales & inforce business enrollment needs and benefit objectives. In addition, you will build and maintain strong business relationships with key sales clients to meet or exceed established sales goals, quotas, targets or objectives.
• You will analyze client demographics, industry trends, and purchased products to tailor enrollment and education strategies.
• You will recommend and coordinate third-party enrollment vendors to deliver customized solutions. You will evaluate and enhance more complex enrollment methods to improve efficiency, reduce costs, and increase participation. In addition, you will partner with enrollment firms to design and implement multi-channel communication strategies.
• You will develop & execute sales plans to increase sales revenue & market share with assigned Advisors, Registered Representatives &/or Brokers while maintaining long-term relationships. In addition, you will develop & execute plans to increase/gain opportunities to introduce Lincoln's products/services, management & other resources to targeted Advisors, Registered Representatives and/or Brokers.
• You will provide sales support tools, sales & marketing ideas on Lincoln's products/offerings to assigned Advisors, Registered Representatives &/or Brokers.
• You will support Relationship Management retention efforts & look for opportunities to cross sell & cross partner with appropriate stakeholders as well as opportunities to increase premium on current block. In addition, you will act as an expert-level resource during planning meetings, assist with case positioning & proposals, and contribute to preparation for and/or participate in finalist sales presentations.
• You will support both sales and service by presenting voluntary product & enrollment best practices in customer capabilities and sales finalist meetings. In addition, you will consult clients & brokers on new & existing employee electable/worksite products; offering employee counseling solutions during annual & ongoing enrollment opportunities.
• You will effectively collaborate with internal teams, such case management, account management, and sales, as well as client contacts to support enrollment goals.
• You will participate in industry organizations & meetings, share up-to-date information on market trends and competitor information to advise on how to best position Lincoln products to support sales goals.

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).
• 3 - 5+ Years of sales support and/or enrollment experience in group insurance directly aligned to the specific duties of this role.
• Effective written/verbal communication skills.
• Strong project management and execution oriented
• Ability to present to all levels of the organization, customers, and broker partners.
• Current or ability to obtain appropriate producer licensing

 

Nice-to have experience (Preferred):

• Group insurance experience (specifically suppl