Relationship Management Consultant, Local Market Account Management

📌 Core Information

🔹 Job Title: Relationship Management Consultant, Local Market Account Management

🔹 Company: Lincoln Financial

🔹 Location: Omaha, Nebraska, United States

🔹 Job Type: On-site

🔹 Category: 💼 Account Management

🔹 Date Posted: Wed Apr 02 2025

🔹 Experience Level: 3-5 years

🔹 Remote Status: Hybrid

📌 Essential Job Details

🚀 Job Overview

Key aspects of this role include:

• Building and maintaining relationships with clients and brokers in the 100 to 500 lives segment
• Supporting group benefits plan administration and providing dedicated service
• Identifying root causes to enhance customer experience
• Analyzing complex issues and acting as a customer advocate

ASSUMPTION: The role primarily focuses on customer relationship management within the group protection distribution, requiring strong interpersonal skills and industry knowledge.

📋 Key Responsibilities

✅ Maintain knowledge on current and emerging developments/trends for assigned territory and products.

✅ Manage blocks of business tied to key brokers and collaborate on complex service needs.

✅ Provide education, information, training, and advice on products and services to clients, brokers, and plan participants.

✅ Build and maintain business relationships through effective communication via various methods.

✅ Lead virtual meetings and serve as a mentor to team members.

✅ Recommend process improvements and maintain expertise in industry trends.

ASSUMPTION: The responsibilities suggest a significant emphasis on strategic relationship management, requiring coordination with various stakeholders.

🎯 Required Qualifications

Education: 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's).

Experience: 3 – 5+ Years experience in relationship management directly aligning with specific responsibilities.

Required Skills:

• Strong written and verbal communication skills
• Ability to manage multiple competing priorities
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

Preferred Skills:

• Experience managing difficult conversations
• Excellent organizational skills with attention to detail

ASSUMPTION: The company highly values communication skills and organizational abilities due to the nature of the role.

💰 Compensation & Benefits

Salary Range: $69,000 - $124,600, with pay for new hires expected between the minimum and midpoint.

Benefits:

• PTO/parental leave
• Competitive 401K and employee benefits
• Tuition assistance program

Working Hours: 40 hours weekly, with flexibility for hybrid working arrangements.

ASSUMPTION: Compensation is competitive, reflecting industry standards and the comprehensive benefits package suggests a focus on employee satisfaction and retention.

📌 Applicant Insights

🔍 Company Context

Industry: Financial Services, specializing in annuities, life insurance, group protection, and retirement plans.

Company Size: 10,001+ employees, indicating a large workforce and potentially expansive network and resources.

Founded: 1905, showcasing a well-established history and trust in the financial sector.

Company Description:

• Helping people plan, protect, and retire with confidence
• Trusted solutions and services for financial security
• Strong focus on group protection and retirement solutions

Company Specialties:

• Retirement Solutions
• Life and Annuities
• Group Protection

Company Website: http://www.LincolnFinancial.com

ASSUMPTION: Lincoln Financial's established presence and variety of specialty areas provide a robust platform for career growth and learning opportunities in the financial services industry.

📊 Role Analysis

Career Level: Mid-level position, ideal for professionals with a few years of experience in relationship management.

Reporting Structure: Likely reporting to a senior manager within the Group Protection Distribution Team.

Work Arrangement: Flexible hybrid, with opportunities for remote and in-office work.

Growth Opportunities:

• Leadership development and training
• Possibilities for career advancement within the group insurance industry
• Skill-building in customer relationship and problem-solving

ASSUMPTION: The position allows significant professional development and potential for career growth, given the company's focus on leadership training and internal mobility.

🌍 Location & Work Environment

Office Type: Corporate office environment, supporting a professional work setting.

Office Location(s): Omaha, Nebraska, with additional offices in various states.

Geographic Context:

• Proximity to Lincoln Financial's extensive client base
• Access to a vibrant local market for employee engagement
• Ideal for professionals residing in or willing to relocate to Omaha

Work Schedule: Standard 40-hour workweek, with flexibility in hybrid models.

ASSUMPTION: Omaha, being a significant location, provides ample professional networking and community engagement opportunities, enhancing the work dynamic.

💼 Interview & Application Insights

Typical Process:

• Initial application submission via company website
• Screening interview with HR
• Technical interview or presentation task

Key Assessment Areas:

• Relationship management skills
• Problem-solving capability
• Communication proficiency

Application Tips:

• Highlight relevant experience in relationship management
• Emphasize communication and organizational skills
• Research Lincoln Financial’s core business areas

ATS Keywords: Relationship Management, Customer Service, Communication Skills, Microsoft Office

ASSUMPTION: The interview process will likely include assessments of interpersonal skills and technical acumen necessary for client relationship roles.

🛠️ Tools & Technologies

• Microsoft Office Suite
• Internal CRM/Relationship Management Tools
• Email and virtual conferencing platforms

ASSUMPTION: Given the role's nature, proficiency in commonly used business and communication software is crucial for day-to-day responsibilities.

👔 Cultural Fit Considerations

Company Values:

• Focus on empowering individuals
• Commitment to innovation and improvement
• Value diversity and inclusion

Work Style:

• Collaborative team environment
• Proactive approach to problem-solving
• Customer-focused service delivery

Self-Assessment Questions:

• Do I thrive in dynamic environments requiring constant learning?
• Can I handle complex client relationships effectively?
• Am I able to communicate effectively across different media?

ASSUMPTION: A good cultural fit entails a passion for customer engagement and a dedication to professional development, aligning with Lincoln Financial’s values.

⚠️ Potential Challenges

• Balancing multiple client accounts simultaneously
• Continuous adaptation to industry trends and changes
• Handling complex issue resolutions under time pressures
• Maintaining high customer satisfaction and retention

ASSUMPTION: The role may present challenges typical of client-focused positions, requiring resilience and strong issue management skills.

📈 Similar Roles Comparison

• Account Manager: Focuses on maintaining existing client relationships, often with a more comprehensive product portfolio.
• Client Services Consultant: Similar emphasis on client satisfaction, but may involve more direct service operations.
• Sales Relationship Manager: Greater focus on acquiring new clients and driving sales compared to retaining existing client satisfaction.

ASSUMPTION: Comparing to other roles, this position uniquely balances relationship maintenance and client service at a strategic level.

📝 Sample Projects

• Developing comprehensive client relationship strategies
• Implementing new service models to enhance client satisfaction
• Leading initiatives to improve internal process efficiencies

ASSUMPTION: Sample projects likely involve strategic planning and execution aimed at client retention and service improvement.

❓ Key Questions to Ask During Interview

• What specific metrics are used to evaluate success in this role?
• How does the company support ongoing skills development for this position?
• Can you provide examples of successful client relationship strategies implemented in the past?
• What are the team's current most significant challenges?
• How often is in-person collaboration required for remote employees?

ASSUMPTION: Questions focus on clarifying role expectations, growth opportunities, and team dynamics, beneficial for prospective candidates.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through this link
• Ensure your resume highlights key skills and experience
• Prepare for potential interview assessments and questions
• Reach out to Lincoln Financial's recruitment team for any inquiries
• Follow up on your application status if you do not hear back within the expected timeframe

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.